We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust

51 hedge funds and large institutions have $71.3M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 11

6% more capital invested

Capital invested by funds: $67.5M → $71.3M (+$3.84M)

0.12% more ownership

Funds ownership: 12.63%12.74% (+0.12%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

6% less funds holding

Funds holding: 5451 (-3)

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
0.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
21
Reduced
11
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$22.7M +$6.83M +277,395 +45%
Bank of America
2
Bank of America
North Carolina
$9.04M +$735K +29,839 +9%
Ameriprise
3
Ameriprise
Minnesota
$7.84M +$321K +13,021 +4%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.7M +$270K +10,944 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.7M -$93K -3,775 -3%
LWM
6
Loveless Wealth Management
Montana
$2.43M +$60.7K +2,465 +3%
Wells Fargo
7
Wells Fargo
California
$2.26M +$115K +4,650 +6%
NRI
8
NFP Retirement Inc
California
$2.08M +$224K +9,098 +13%
UBS Group
9
UBS Group
Switzerland
$1.98M -$136K -5,505 -7%
RJA
10
Raymond James & Associates
Florida
$1.97M -$56K -2,275 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.4M +$93.2K +3,782 +7%
KAS
12
Kestra Advisory Services
Texas
$1.3M -$6.21K -252 -0.5%
SPIA
13
Steward Partners Investment Advisory
New York
$1.14M +$125K +5,075 +13%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.07M +$52.3K +2,124 +5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$1.01M -$48.7K -1,975 -5%
Invesco
16
Invesco
Georgia
$983K -$22.5K -913 -2%
AIP
17
Ahrens Investment Partners
Louisiana
$754K -$1.18M -48,018 -62%
LCM
18
Liberty Capital Management
Michigan
$647K +$296K +12,000 +89%
LPL Financial
19
LPL Financial
California
$497K +$46.8K +1,899 +11%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$483K +$44.3K +1,800 +10%
SWM
21
SeaCrest Wealth Management
New York
$394K +$123 +5 +0%
MHB
22
Midwest Heritage Bank
Iowa
$394K +$382K +15,487 New
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$353K -$73.9K -3,000 -18%
GC
24
Guggenheim Capital
Illinois
$318K -$522K -21,181 -63%
KA
25
Kovack Advisors
Florida
$292K +$283K +11,500 New

BUI Hedge Fund Activity: Q1 2022 in Review

51 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2022, worth a combined $71.3M — up 5.7% from $67.5M a quarter earlier.

Fund positioning in BUI was balanced in Q1 2022: 9 funds opened new positions, 9 closed out, 21 added to existing stakes and 11 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.83M. The largest seller was Ahrens Investment Partners, cutting an estimated $1.18M.

  • 51 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2022, down from 54 in Q4 2021.
  • Funds reported $71.3M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2022, up 5.7% quarter-over-quarter.
  • 9 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2022 and 9 closed out, a net change of 0 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2022 was Morgan Stanley, an estimated $6.83M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2022 was Ahrens Investment Partners, an estimated $1.18M sold.

Based on aggregated 13F filings for Q1 2022.