BlackRock Science and Technology Trust
34 hedge funds and large institutions have $134M invested in BlackRock Science and Technology Trust in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
17% more funds holding
Funds holding: 29 → 34 (+5)
2.47% more ownership
Funds ownership: 31.01% → 33.48% (+2.5%)
4% more capital invested
Capital invested by funds: $128M → $134M (+$5.47M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$1.31M |
| 2 |
Morgan Stanley
New York
|
-$932K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$509K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$334K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$255K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Commonwealth Equity Services
Waltham,
Massachusetts
| $204K | +$210K | +11,484 | New |
|
27
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| $194K | +$200K | +10,965 | New |
|
28
Brown Advisory
Baltimore,
Maryland
| $179K | – | – | – |
|
|
AG
29
Advisor Group
Phoenix,
Arizona
| $167K | +$116K | +6,376 | +209% |
|
|
DADC
30
D.A. Davidson & Co
Great Falls,
Montana
| $78K | +$56.4K | +3,091 | +235% |
|
|
BBPWM
31
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $77K | +$3.98K | +218 | +5% |
|
|
TCOV
32
Trust Company of Vermont
Brattleboro,
Vermont
| $63K | +$64.6K | +3,542 | New |
|
|
WA
33
WFG Advisors
Dallas,
Texas
| $18K | – | – | – |
|
34
Creative Planning
Overland Park,
Kansas
| $5K | +$5.55K | +304 | New |
|
35
Fifth Third Bancorp
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
JFA
36
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$112K | -6,072 | Closed |
|
|
S
37
SignatureFD
Atlanta,
Georgia
| – | -$112K | -6,072 | Closed |
|
|
NFG
38
Next Financial Group
Houston,
Texas
| – | -$32K | -1,720 | Closed |
|
BST Hedge Fund Activity: Q4 2016 in Review
34 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2016, worth a combined $134M — up 4.3% from $128M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new BST positions and 3 closed out — a net gain of 5 holders — while 14 added to existing stakes and 8 trimmed.
The largest buyer was 1832 Asset Management, adding an estimated $6.49M. The largest seller was Karpus Investment Management, cutting an estimated $1.31M.
- 34 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $134M of BlackRock Science and Technology Trust stock for Q4 2016, up 4.3% quarter-over-quarter.
- 8 funds opened new BlackRock Science and Technology Trust positions in Q4 2016 and 3 closed out, a net change of +5 holders.
- The largest BlackRock Science and Technology Trust buyer in Q4 2016 was 1832 Asset Management, an estimated $6.49M added.
- The largest BlackRock Science and Technology Trust seller in Q4 2016 was Karpus Investment Management, an estimated $1.31M sold.
Based on aggregated 13F filings for Q4 2016.