BlackRock Utilities, Infrastructure & Power Opportunities Trust
BUI
64 hedge funds and large institutions have $87.6M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 18 reducing their positions, and 5 closing their positions.
40% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 5
33% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 18
12% more capital invested
Capital invested by funds: $78M → $87.6M (+$9.67M)
3% more funds holding
Funds holding: 62 → 64 (+2)
0.05% more ownership
Funds ownership: 15.66% → 15.71% (+0.05%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$673K |
| 2 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$404K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$350K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$290K |
| 5 |
SWM
SeaCrest Wealth Management
Purchase,
New York
|
+$202K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$2.32M |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
-$349K |
| 3 |
Morgan Stanley
New York
|
-$289K |
| 4 |
KA
Kovack Advisors
Ft. Lauderdale,
Florida
|
-$230K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
-$128K |
BUI Hedge Fund Activity: Q3 2024 in Review
64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q3 2024, worth a combined $87.6M — up 12% from $78M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new BUI positions and 5 closed out — a net gain of 2 holders — while 24 added to existing stakes and 18 trimmed.
The largest buyer was Ameriprise, adding an estimated $673K. The largest seller was Cornerstone Advisors, cutting an estimated $2.32M.
- 64 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q3 2024, up from 62 in Q2 2024.
- Funds reported $87.6M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q3 2024, up 12% quarter-over-quarter.
- 7 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q3 2024 and 5 closed out, a net change of +2 holders.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q3 2024 was Ameriprise, an estimated $673K added.
- The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q3 2024 was Cornerstone Advisors, an estimated $2.32M sold.
Based on aggregated 13F filings for Q3 2024.