We are live on ! Find out more
BUI icon

BlackRock Utilities, Infrastructure & Power Opportunities Trust

62 hedge funds and large institutions have $78M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 17

1% more capital invested

Capital invested by funds: $76.9M → $78M (+$1.05M)

0.54% less ownership

Funds ownership: 16.2%15.66% (-0.54%)

6% less funds holding

Funds holding: 6662 (-4)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
62
Holders Change
-4
Holders Change %
-6.06%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
22
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$16.5M +$753K +34,429 +5%
Bank of America
2
Bank of America
North Carolina
$8.69M +$369K +16,882 +4%
Ameriprise
3
Ameriprise
Minnesota
$8.01M +$171K +7,802 +2%
CA
4
Cornerstone Advisors
North Carolina
$6.07M +$662K +30,276 +12%
Invesco
5
Invesco
Georgia
$5.09M -$504K -23,072 -9%
RJFSA
6
Raymond James Financial Services Advisors
Florida
$3.83M -$322K -14,730 -8%
UBS Group
7
UBS Group
Switzerland
$2.37M +$176K +8,067 +8%
NRI
8
NFP Retirement Inc
California
$2.27M +$7.8K +357 +0.3%
PS
9
Principal Securities
Iowa
$1.86M -$470K -21,515 -20%
DWM
10
Dakota Wealth Management
Florida
$1.84M -$56.8K -2,600 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.64M -$117K -5,353 -7%
RJA
12
Raymond James & Associates
Florida
$1.57M -$20.1K -918 -1%
Osaic Holdings
13
Osaic Holdings
Arizona
$1.51M -$147K -6,747 -9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.44M +$20.2K +923 +1%
LPL Financial
15
LPL Financial
California
$1.19M +$620K +28,359 +111%
PWA
16
Prairie Wealth Advisors
Nebraska
$1.16M +$21.5K +983 +2%
KAS
17
Kestra Advisory Services
Texas
$1.08M -$67.8K -3,102 -6%
CPRC
18
Consolidated Portfolio Review Corp
New York
$949K +$673K +30,771 +255%
Wells Fargo
19
Wells Fargo
California
$906K +$184K +8,429 +26%
Stifel Financial
20
Stifel Financial
Missouri
$762K +$332K +15,188 +79%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$666K -$18.2K -833 -3%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$596K +$32.2K +1,475 +6%
LCM
23
Liberty Capital Management
Michigan
$564K
AAM
24
Advisors Asset Management
Colorado
$556K -$10.1K -464 -2%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$525K -$39.9K -1,827 -7%

BUI Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q2 2024, worth a combined $78M — up 1.4% from $76.9M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of BUI and 7 opened new positions — a net loss of 3 holders — while 17 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $753K. The largest seller was FourThought Financial Partners, exiting entirely with an estimated $1.83M sold.

  • 62 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q2 2024, down from 66 in Q1 2024.
  • Funds reported $78M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q2 2024, up 1.4% quarter-over-quarter.
  • 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q2 2024 and 10 closed out, a net change of -3 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q2 2024 was Morgan Stanley, an estimated $753K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q2 2024 was FourThought Financial Partners, an estimated $1.83M sold.

Based on aggregated 13F filings for Q2 2024.