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BlackRock Utilities, Infrastructure & Power Opportunities Trust

54 hedge funds and large institutions have $67.5M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2021 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 11

8% more capital invested

Capital invested by funds: $62.7M → $67.5M (+$4.82M)

0.21% more ownership

Funds ownership: 12.41%12.63% (+0.21%)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

2% less funds holding

Funds holding: 5554 (-1)

Holders
54
Holders Change
-1
Holders Change %
-1.82%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
22
Reduced
11
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
$16.4M +$822K +31,905 +5%
Bank of America
2
Bank of America
North Carolina
$8.68M +$310K +12,019 +4%
Ameriprise
3
Ameriprise
Minnesota
$7.86M -$76.1K -2,954 -1%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.64M +$147K +5,709 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.93M +$279K +10,836 +11%
LWM
6
Loveless Wealth Management
Montana
$2.48M +$387 +15 +0%
Wells Fargo
7
Wells Fargo
California
$2.24M +$44.5K +1,727 +2%
UBS Group
8
UBS Group
Switzerland
$2.22M -$22.8K -885 -1%
RJA
9
Raymond James & Associates
Florida
$2.12M +$53.9K +2,091 +3%
AIP
10
Ahrens Investment Partners
Louisiana
$2.07M -$268K -10,395 -12%
NRI
11
NFP Retirement Inc
California
$1.94M -$73.4K -2,848 -4%
KAS
12
Kestra Advisory Services
Texas
$1.37M +$268K +10,394 +25%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.36M +$54.5K +2,114 +4%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$1.11M +$63.7K +2,472 +6%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.06M -$1.39K -54 -0.1%
SPIA
16
Steward Partners Investment Advisory
New York
$1.06M +$148K +5,725 +17%
Invesco
17
Invesco
Georgia
$1.05M -$4.3K -167 -0.4%
GC
18
Guggenheim Capital
Illinois
$897K -$445K -17,266 -34%
AF
19
Advisornet Financial
Minnesota
$845K
LPL Financial
20
LPL Financial
California
$470K -$23.8K -925 -5%
Bank of Montreal
21
Bank of Montreal
Ontario, Canada
$463K +$25.5K +991 +6%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$450K +$25.8K +1,000 +6%
SWM
23
SeaCrest Wealth Management
New York
$413K +$26.7K +1,035 +7%
AAM
24
Advisors Asset Management
Colorado
$365K -$5.57K -216 -2%
LCM
25
Liberty Capital Management
Michigan
$359K

BUI Hedge Fund Activity: Q4 2021 in Review

54 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2021, worth a combined $67.5M — up 7.7% from $62.7M a quarter earlier.

Fund positioning in BUI was balanced in Q4 2021: 6 funds opened new positions, 6 closed out, 22 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $822K. The largest seller was Guggenheim Capital, cutting an estimated $445K.

  • 54 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2021, down from 55 in Q3 2021.
  • Funds reported $67.5M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2021, up 7.7% quarter-over-quarter.
  • 6 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2021 and 6 closed out, a net change of 0 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2021 was Morgan Stanley, an estimated $822K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2021 was Guggenheim Capital, an estimated $445K sold.

Based on aggregated 13F filings for Q4 2021.