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BlackRock Utilities, Infrastructure & Power Opportunities Trust

41 hedge funds and large institutions have $42.1M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2020 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 8

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

8% more funds holding

Funds holding: 3841 (+3)

4% more capital invested

Capital invested by funds: $40.3M → $42.1M (+$1.81M)

0.21% more ownership

Funds ownership: 10.69%10.9% (+0.21%)

Holders
41
Holders Change
+3
Holders Change %
+7.89%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
8
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$9.97M +$152K +7,008 +2%
Ameriprise
2
Ameriprise
Minnesota
$6.46M +$141K +6,520 +2%
Bank of America
3
Bank of America
North Carolina
$5.55M +$101K +4,652 +2%
UBS Group
4
UBS Group
Switzerland
$2.08M +$605 +28 +0%
GC
5
Guggenheim Capital
Illinois
$1.95M -$355K -16,418 -15%
LWM
6
Loveless Wealth Management
Montana
$1.93M +$78.2K +3,615 +4%
AAM
7
Advisors Asset Management
Colorado
$1.62M -$765K -35,402 -32%
Wells Fargo
8
Wells Fargo
California
$1.6M +$74.6K +3,450 +5%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$1.45M +$90.1K +4,169 +7%
RJA
10
Raymond James & Associates
Florida
$1.21M -$2.01K -93 -0.2%
Osaic Holdings
11
Osaic Holdings
Arizona
$995K +$370K +17,114 +60%
SWM
12
SeaCrest Wealth Management
New York
$993K +$986K +45,598 New
Invesco
13
Invesco
Georgia
$864K +$4.95K +229 +0.6%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$862K -$42.8K -1,979 -5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$770K +$158K +7,322 +26%
AF
16
Advisornet Financial
Minnesota
$662K
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$599K +$59.8K +2,766 +11%
CWM
18
Cornerstone Wealth Management
Missouri
$410K +$408K +18,853 New
LPL Financial
19
LPL Financial
California
$388K -$37.3K -1,725 -9%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$246K +$244K +11,284 New
AAS
21
Avantax Advisory Services
Texas
$226K +$224K +10,367 New
MML Investors Services
22
MML Investors Services
Massachusetts
$222K +$1.92K +89 +0.9%
HPC
23
HM Payson & Co
Maine
$218K
OC
24
Oppenheimer & Co
New York
$201K -$5.34K -247 -3%
NFSG
25
Newbridge Financial Services Group
Florida
$189K +$188K +8,703 New

BUI Hedge Fund Activity: Q3 2020 in Review

41 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2020, worth a combined $42.1M — up 4.5% from $40.3M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUI positions and 6 closed out — a net gain of 4 holders — while 14 added to existing stakes and 8 trimmed.

The largest buyer was SeaCrest Wealth Management, opening a new position worth an estimated $986K. The largest seller was Advisors Asset Management, cutting an estimated $765K.

  • 41 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2020, up from 38 in Q2 2020.
  • Funds reported $42.1M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2020, up 4.5% quarter-over-quarter.
  • 10 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2020 and 6 closed out, a net change of +4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2020 was SeaCrest Wealth Management, an estimated $986K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2020 was Advisors Asset Management, an estimated $765K sold.

Based on aggregated 13F filings for Q3 2020.