BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
45 hedge funds and large institutions have $53.5M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 9 reducing their positions, and 6 closing their positions.
78% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 9
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
27% more capital invested
Capital invested by funds: $42.1M → $53.5M (+$11.4M)
10% more funds holding
Funds holding: 41 → 45 (+4)
1.14% more ownership
Funds ownership: 10.9% → 12.03% (+1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIP
Ahrens Investment Partners
Lafayette,
Louisiana
|
+$2.71M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.63M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$669K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$583K |
| 5 |
Morgan Stanley
New York
|
+$553K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.42M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$412K |
| 3 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$410K |
| 4 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
-$332K |
| 5 |
AAS
Avantax Advisory Services
Dallas,
Texas
|
-$226K |
BUI Hedge Fund Activity: Q4 2020 in Review
45 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2020, worth a combined $53.5M — up 27% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BUI positions and 6 closed out — a net gain of 4 holders — while 16 added to existing stakes and 9 trimmed.
The largest buyer was Ahrens Investment Partners, opening a new position worth an estimated $2.71M. The largest seller was Advisors Asset Management, cutting an estimated $1.42M.
- 45 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2020, up from 41 in Q3 2020.
- Funds reported $53.5M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2020, up 27% quarter-over-quarter.
- 10 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2020 and 6 closed out, a net change of +4 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2020 was Ahrens Investment Partners, an estimated $2.71M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2020 was Advisors Asset Management, an estimated $1.42M sold.
Based on aggregated 13F filings for Q4 2020.