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BlackRock Utilities, Infrastructure & Power Opportunities Trust

49 hedge funds and large institutions have $58.4M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 19 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 8

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

9% more capital invested

Capital invested by funds: $53.5M → $58.4M (+$4.89M)

9% more funds holding

Funds holding: 4549 (+4)

1.06% more ownership

Funds ownership: 12.03%13.09% (+1.1%)

Holders
49
Holders Change
+4
Holders Change %
+8.89%
% of All Funds
0.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
19
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.5M +$373K +14,705 +3%
Ameriprise
2
Ameriprise
Minnesota
$7.43M +$207K +8,159 +3%
Bank of America
3
Bank of America
North Carolina
$7.32M +$286K +11,286 +4%
Osaic Holdings
4
Osaic Holdings
Arizona
$3.32M +$1.85M +72,982 +123%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$3.07M +$442K +17,447 +17%
UBS Group
6
UBS Group
Switzerland
$2.44M +$111K +4,381 +5%
AIP
7
Ahrens Investment Partners
Louisiana
$2.31M -$583K -22,995 -20%
LWM
8
Loveless Wealth Management
Montana
$2.28M +$26.3K +1,040 +1%
Wells Fargo
9
Wells Fargo
California
$2.07M +$63.2K +2,493 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.05M +$19.8K +783 +1%
GC
11
Guggenheim Capital
Illinois
$1.59M -$227K -8,968 -12%
NRI
12
NFP Retirement Inc
California
$1.49M +$1.5M +59,069 New
RJA
13
Raymond James & Associates
Florida
$1.34M +$12.5K +493 +0.9%
Invesco
14
Invesco
Georgia
$1.27M +$19K +749 +2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.02M -$25.9K -1,022 -2%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$841K +$68.3K +2,696 +9%
AF
17
Advisornet Financial
Minnesota
$805K +$12.7K +500 +2%
NFSG
18
Newbridge Financial Services Group
Florida
$565K +$191K +7,554 +51%
KAS
19
Kestra Advisory Services
Texas
$562K -$154K -6,098 -21%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$388K +$388K +15,326 New
AAM
21
Advisors Asset Management
Colorado
$354K -$329 -13 -0.1%
SWM
22
SeaCrest Wealth Management
New York
$351K -$444K -17,520 -56%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$349K +$67.6K +2,670 +24%
LCM
24
Liberty Capital Management
Michigan
$339K
LPL Financial
25
LPL Financial
California
$329K -$6.28K -248 -2%

BUI Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2021, worth a combined $58.4M — up 9.2% from $53.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BUI positions and 5 closed out — a net gain of 5 holders — while 19 added to existing stakes and 8 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $1.85M. The largest seller was Ahrens Investment Partners, cutting an estimated $583K.

  • 49 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2021, up from 45 in Q4 2020.
  • Funds reported $58.4M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2021, up 9.2% quarter-over-quarter.
  • 10 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2021 and 5 closed out, a net change of +5 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2021 was Osaic Holdings, an estimated $1.85M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2021 was Ahrens Investment Partners, an estimated $583K sold.

Based on aggregated 13F filings for Q1 2021.