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BlackRock Utilities, Infrastructure & Power Opportunities Trust

66 hedge funds and large institutions have $84.1M invested in BlackRock Utilities, Infrastructure & Power Opportunities Trust in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

3% more funds holding

Funds holding: 6466 (+2)

0.26% more ownership

Funds ownership: 15.71%15.97% (+0.26%)

4% less capital invested

Capital invested by funds: $87.6M → $84.1M (-$3.56M)

Holders
66
Holders Change
+2
Holders Change %
+3.13%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.7M -$1.47M -62,667 -9%
Bank of America
2
Bank of America
North Carolina
$10.2M +$876K +37,284 +9%
Ameriprise
3
Ameriprise
Minnesota
$9.58M +$448K +19,078 +5%
Invesco
4
Invesco
Georgia
$5.62M +$227K +9,666 +4%
Raymond James Financial
5
Raymond James Financial
Florida
$5.47M +$5.49M +233,597 New
CA
6
Cornerstone Advisors
North Carolina
$3.54M -$538K -22,877 -13%
NRI
7
NFP Retirement Inc
California
$2.54M +$43.9K +1,869 +2%
UBS Group
8
UBS Group
Switzerland
$2.48M -$225K -9,582 -8%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.8M +$27K +1,150 +2%
Wells Fargo
10
Wells Fargo
California
$1.79M +$658K +27,979 +58%
DWM
11
Dakota Wealth Management
Florida
$1.76M -$62.9K -2,675 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.67M -$20.1K -857 -1%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.61M -$36K -1,532 -2%
PWA
14
Prairie Wealth Advisors
Nebraska
$1.52M +$169K +7,205 +12%
SAM
15
Smith Asset Management
Florida
$1.2M +$1.21M +51,409 New
HWAM
16
Hennion & Walsh Asset Management
New Jersey
$1.13M +$772K +32,852 +217%
KAS
17
Kestra Advisory Services
Texas
$1.1M +$28.7K +1,219 +3%
PS
18
Principal Securities
Iowa
$1.09M -$520K -22,133 -32%
Wealth Enhancement Advisory Services
19
Wealth Enhancement Advisory Services
Minnesota
$1.08M +$42.3K +1,800 +4%
LPL Financial
20
LPL Financial
California
$1.07M -$204K -8,680 -16%
CPRC
21
Consolidated Portfolio Review Corp
New York
$1.02M +$6.91K +294 +0.7%
Stifel Financial
22
Stifel Financial
Missouri
$936K -$165K -7,012 -15%
EAM
23
Everstar Asset Management
North Carolina
$914K -$14.1K -600 -2%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$730K +$21.6K +921 +3%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$604K +$46.1K +1,962 +8%

BUI Hedge Fund Activity: Q4 2024 in Review

66 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) for Q4 2024, worth a combined $84.1M — down 4.1% from $87.6M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BUI positions and 4 closed out — a net gain of 4 holders — while 24 added to existing stakes and 19 trimmed.

The largest buyer was Bank of America, adding an estimated $876K. The largest seller was Morgan Stanley, cutting an estimated $1.47M.

  • 66 institutional investors held BlackRock Utilities, Infrastructure & Power Opportunities Trust (BUI) as of Q4 2024, up from 64 in Q3 2024.
  • Funds reported $84.1M of BlackRock Utilities, Infrastructure & Power Opportunities Trust stock for Q4 2024, down 4.1% quarter-over-quarter.
  • 8 funds opened new BlackRock Utilities, Infrastructure & Power Opportunities Trust positions in Q4 2024 and 4 closed out, a net change of +4 holders.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust buyer in Q4 2024 was Bank of America, an estimated $876K added.
  • The largest BlackRock Utilities, Infrastructure & Power Opportunities Trust seller in Q4 2024 was Morgan Stanley, an estimated $1.47M sold.

Based on aggregated 13F filings for Q4 2024.