BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
38 hedge funds and large institutions have $40.3M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 12 reducing their positions, and 9 closing their positions.
17% more capital invested
Capital invested by funds: $34.4M → $40.3M (+$5.83M)
8% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 12
1.23% less ownership
Funds ownership: 11.92% → 10.69% (-1.2%)
7% less funds holding
Funds holding: 41 → 38 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$454K |
| 2 |
Invesco
Atlanta,
Georgia
|
+$297K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$277K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$240K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$196K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.28M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.78M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$932K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$311K |
| 5 |
AWM
Adams Wealth Management
Logan,
Utah
|
-$256K |
BUI Hedge Fund Activity: Q2 2020 in Review
38 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2020, worth a combined $40.3M — up 17% from $34.4M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of BUI and 6 opened new positions — a net loss of 3 holders — while 12 trimmed existing stakes and 11 added.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $454K. The largest seller was Morgan Stanley, cutting an estimated $2.28M.
- 38 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2020, down from 41 in Q1 2020.
- Funds reported $40.3M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2020, up 17% quarter-over-quarter.
- 6 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2020 and 9 closed out, a net change of -3 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2020 was Bank of Montreal, an estimated $454K added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2020 was Morgan Stanley, an estimated $2.28M sold.
Based on aggregated 13F filings for Q2 2020.