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BlackRock Utilities, Infrastructure & Power Opportunities Trust

54 hedge funds and large institutions have $60.3M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2022 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

17% more funds holding

Funds holding: 4654 (+8)

11% more capital invested

Capital invested by funds: $54.4M → $60.3M (+$5.89M)

7% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 15

0.66% more ownership

Funds ownership: 12.48%13.14% (+0.66%)

Holders
54
Holders Change
+8
Holders Change %
+17.39%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
16
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.2M -$466K -22,470 -3%
Bank of America
2
Bank of America
North Carolina
$6.94M +$463K +22,310 +7%
Ameriprise
3
Ameriprise
Minnesota
$4.53M -$818K -39,436 -16%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.29M -$493K -23,752 -10%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$2.54M +$334K +16,127 +15%
WAM
6
Wolverine Asset Management
Illinois
$2.09M +$2.09M +100,773 New
DWM
7
Dakota Wealth Management
Florida
$2M -$10.5K -505 -0.5%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.87M +$768K +37,035 +70%
RJA
9
Raymond James & Associates
Florida
$1.7M +$68K +3,280 +4%
UBS Group
10
UBS Group
Switzerland
$1.64M -$13.2K -638 -0.8%
NRI
11
NFP Retirement Inc
California
$1.52M -$114K -5,481 -7%
Invesco
12
Invesco
Georgia
$1.23M +$79.9K +3,851 +7%
Wells Fargo
13
Wells Fargo
California
$1.07M -$555K -26,769 -34%
DADC
14
D.A. Davidson & Co
Montana
$1.02M +$105K +5,062 +12%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$998K +$147K +7,069 +19%
KAS
16
Kestra Advisory Services
Texas
$945K -$167K -8,064 -15%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$883K +$1.1K +53 +0.1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$815K +$4.11K +198 +0.5%
FFP
19
FourThought Financial Partners
Florida
$746K +$745K +35,930 New
WP
20
Woodline Partners
California
$604K +$603K +29,072 New
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$575K +$498 +24 +0.1%
SPIA
22
Steward Partners Investment Advisory
New York
$569K -$105K -5,075 -16%
LCM
23
Liberty Capital Management
Michigan
$529K
KeyBank National Association
24
KeyBank National Association
Ohio
$519K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$479K +$19.7K +950 +4%

BUI Hedge Fund Activity: Q4 2022 in Review

54 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2022, worth a combined $60.3M — up 11% from $54.4M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BUI positions and 4 closed out — a net gain of 10 holders — while 16 added to existing stakes and 15 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $2.09M. The largest seller was Ameriprise, cutting an estimated $818K.

  • 54 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2022, up from 46 in Q3 2022.
  • Funds reported $60.3M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2022, up 11% quarter-over-quarter.
  • 14 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2022 and 4 closed out, a net change of +10 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2022 was Wolverine Asset Management, an estimated $2.09M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2022 was Ameriprise, an estimated $818K sold.

Based on aggregated 13F filings for Q4 2022.