BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
59 hedge funds and large institutions have $78.5M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2023 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 20 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
15% more capital invested
Capital invested by funds: $68.5M → $78.5M (+$9.97M)
7% more funds holding
Funds holding: 55 → 59 (+4)
0.67% more ownership
Funds ownership: 15.66% → 16.33% (+0.67%)
15% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$3M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.96M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$843K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$444K |
| 5 |
JP Morgan Chase
New York
|
+$352K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.13M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$950K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$878K |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$534K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$245K |
BUI Hedge Fund Activity: Q4 2023 in Review
59 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2023, worth a combined $78.5M — up 15% from $68.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new BUI positions and 5 closed out — a net gain of 5 holders — while 17 added to existing stakes and 20 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $3M. The largest seller was Morgan Stanley, cutting an estimated $4.13M.
- 59 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2023, up from 55 in Q3 2023.
- Funds reported $78.5M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2023, up 15% quarter-over-quarter.
- 10 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2023 and 5 closed out, a net change of +5 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2023 was Cornerstone Advisors, an estimated $3M added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2023 was Morgan Stanley, an estimated $4.13M sold.
Based on aggregated 13F filings for Q4 2023.