BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
66 hedge funds and large institutions have $76.9M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 21 reducing their positions, and 8 closing their positions.
88% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 8
12% more funds holding
Funds holding: 59 → 66 (+7)
5% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 21
3.33% less ownership
Funds ownership: 19.54% → 16.2% (-3.3%)
18% less capital invested
Capital invested by funds: $93.9M → $76.9M (-$17M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$925K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$564K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$437K |
| 4 |
Jane Street
New York
|
+$416K |
| 5 |
Mercer Global Advisors
Denver,
Colorado
|
+$373K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$14.9M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$1.24M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$904K |
| 4 |
Wells Fargo
San Francisco,
California
|
-$820K |
| 5 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$503K |
BUI Hedge Fund Activity: Q1 2024 in Review
66 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q1 2024, worth a combined $76.9M — down 18% from $93.9M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new BUI positions and 8 closed out — a net gain of 7 holders — while 20 added to existing stakes and 21 trimmed.
The largest buyer was Cornerstone Advisors, adding an estimated $925K. The largest seller was Morgan Stanley, cutting an estimated $14.9M.
- 66 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q1 2024, up from 59 in Q4 2023.
- Funds reported $76.9M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q1 2024, down 18% quarter-over-quarter.
- 15 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q1 2024 and 8 closed out, a net change of +7 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q1 2024 was Cornerstone Advisors, an estimated $925K added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q1 2024 was Morgan Stanley, an estimated $14.9M sold.
Based on aggregated 13F filings for Q1 2024.