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BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI

53 hedge funds and large institutions have $64M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 9

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

10% more capital invested

Capital invested by funds: $58.4M → $64M (+$5.57M)

8% more funds holding

Funds holding: 49 → 53 (+4)

0.72% less ownership

Funds ownership: 13.09% → 12.37% (-0.72%)

Holders
53
Holders Change
+4
Holders Change %
+8.16%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
21
Reduced
9
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$836K
2
RJA
Raymond James & Associates
Florida
+$656K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$634K
4
Morgan Stanley
Morgan Stanley
New York
+$459K
5
NRI
NFP Retirement Inc
California
+$418K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$379K
2
GC
Guggenheim Capital
Illinois
-$308K
3
Osaic Holdings
Osaic Holdings
Arizona
-$176K
4
SWM
Spire Wealth Management
Virginia
-$112K
5
Ameriprise
Ameriprise
Minnesota
-$104K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M +$459K +17,541 +4%
Bank of America
2
Bank of America
North Carolina
$8.32M +$836K +31,948 +11%
Ameriprise
3
Ameriprise
Minnesota
$7.55M -$104K -3,965 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$3.76M +$634K +24,234 +20%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.23M -$176K -6,721 -5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.48M +$393K +15,025 +18%
LWM
7
Loveless Wealth Management
Montana
$2.39M +$57.5K +2,195 +2%
AIP
8
Ahrens Investment Partners
Louisiana
$2.36M -$3.82K -146 -0.2%
Wells Fargo
9
Wells Fargo
California
$2.19M +$76.7K +2,931 +4%
UBS Group
10
UBS Group
Switzerland
$2.12M -$379K -14,464 -15%
RJA
11
Raymond James & Associates
Florida
$2.01M +$656K +25,066 +47%
NRI
12
NFP Retirement Inc
California
$1.93M +$418K +15,986 +27%
Invesco
13
Invesco
Georgia
$1.43M +$129K +4,941 +10%
GC
14
Guggenheim Capital
Illinois
$1.33M -$308K -11,777 -19%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.04M -$6.99K -267 -0.7%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$924K +$64.4K +2,461 +7%
NFSG
17
Newbridge Financial Services Group
Florida
$829K +$255K +9,725 +43%
AF
18
Advisornet Financial
Minnesota
$817K -$6.54K -250 -0.8%
KAS
19
Kestra Advisory Services
Texas
$804K +$233K +8,900 +40%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$411K +$14.9K +568 +4%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$401K +$44.5K +1,700 +12%
AAM
22
Advisors Asset Management
Colorado
$360K -$2.36K -90 -0.6%
SWM
23
SeaCrest Wealth Management
New York
$360K – – –
LCM
24
Liberty Capital Management
Michigan
$347K – – –
LPL Financial
25
LPL Financial
California
$347K +$10.6K +406 +3%
1
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BUI Hedge Fund Activity: Q2 2021 in Review

53 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2021, worth a combined $64M — up 9.5% from $58.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BUI positions and 5 closed out — a net gain of 4 holders — while 21 added to existing stakes and 9 trimmed.

The largest buyer was Bank of America, adding an estimated $836K. The largest seller was UBS Group, cutting an estimated $379K.

  • 53 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2021, up from 49 in Q1 2021.
  • Funds reported $64M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2021 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2021 was Bank of America, an estimated $836K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2021 was UBS Group, an estimated $379K sold.

Based on aggregated 13F filings for Q2 2021.