We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust

53 hedge funds and large institutions have $75.2M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 26 increasing their positions, 14 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 14

25% more capital invested

Capital invested by funds: $60.3M → $75.2M (+$14.9M)

1.31% more ownership

Funds ownership: 13.14%14.44% (+1.3%)

2% less funds holding

Funds holding: 5453 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
53
Holders Change
-1
Holders Change %
-1.85%
% of All Funds
0.84%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
26
Reduced
14
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
$21.3M +$2.39M +107,803 +14%
Bank of America
2
Bank of America
North Carolina
$7.97M -$45.1K -2,031 -0.6%
Invesco
3
Invesco
Georgia
$6.53M +$4.73M +213,153 +361%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.24M +$270K +12,142 +6%
Ameriprise
5
Ameriprise
Minnesota
$4.61M -$480K -21,627 -10%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.93M +$921K +41,505 +34%
DWM
7
Dakota Wealth Management
Florida
$2.29M -$21.1K -950 -1%
UBS Group
8
UBS Group
Switzerland
$2.02M +$116K +5,233 +7%
RJA
9
Raymond James & Associates
Florida
$1.91M -$45.6K -2,055 -3%
NRI
10
NFP Retirement Inc
California
$1.83M +$67.9K +3,059 +4%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.72M -$409K -18,422 -20%
DADC
12
D.A. Davidson & Co
Montana
$1.32M +$130K +5,834 +12%
Wells Fargo
13
Wells Fargo
California
$1.18M -$44.9K -2,021 -4%
KAS
14
Kestra Advisory Services
Texas
$1.12M +$27K +1,216 +3%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$1.07M +$4.42K +199 +0.4%
FFP
16
FourThought Financial Partners
Florida
$1M +$132K +5,937 +17%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$904K -$34.6K -1,560 -4%
KeyBank National Association
18
KeyBank National Association
Ohio
$839K +$222K +10,000 +40%
Rockefeller Capital Management
19
Rockefeller Capital Management
New York
$687K +$20.5K +923 +3%
SPIA
20
Steward Partners Investment Advisory
New York
$679K +$20K +900 +3%
LCM
21
Liberty Capital Management
Michigan
$611K
First Trust Advisors
22
First Trust Advisors
Illinois
$530K +$276K +12,453 +129%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$500K -$49.4K -2,225 -10%
LPL Financial
24
LPL Financial
California
$476K +$170K +7,636 +63%
AAM
25
Advisors Asset Management
Colorado
$404K +$374K +16,855 New

BUI Hedge Fund Activity: Q1 2023 in Review

53 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2023, worth a combined $75.2M — up 25% from $60.3M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BUI and 8 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 26 added.

The largest buyer was Invesco, adding an estimated $4.73M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.09M sold.

  • 53 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2023, down from 54 in Q4 2022.
  • Funds reported $75.2M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2023, up 25% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2023 and 9 closed out, a net change of -1 holder.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2023 was Invesco, an estimated $4.73M added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2023 was Wolverine Asset Management, an estimated $2.09M sold.

Based on aggregated 13F filings for Q1 2023.