We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust
BST

70 hedge funds and large institutions have $147M invested in BlackRock Science and Technology Trust in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

23% more funds holding

Funds holding: 57 → 70 (+13)

8% more capital invested

Capital invested by funds: $136M → $147M (+$10.9M)

0.73% more ownership

Funds ownership: 19.17% → 19.9% (+0.73%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.31M
2
Truist Financial
Truist Financial
North Carolina
+$1.72M
3
Ameriprise
Ameriprise
Minnesota
+$829K
4
RJA
Raymond James & Associates
Florida
+$708K
5
KA
Kovack Advisors
Florida
+$660K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$2.02M
2
Bank of America
Bank of America
North Carolina
-$1.29M
3
SMC
Smith, Moore & Co
Missouri
-$953K
4
AW
ACG Wealth
Georgia
-$268K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
26
Cetera Advisor Networks
California
$416K +$37.7K +1,161 +10%
WIA
27
Wealthstreet Investment Advisors
Texas
$383K +$65.7K +2,024 +21%
MIAN
28
Mariner Independent Advisor Network
Kansas
$336K +$332K +10,225 New
HH
29
Hilltop Holdings
Texas
$328K +$3.18K +98 +1%
Citigroup
30
Citigroup
New York
$327K +$4.38K +135 +1%
SMC
31
Smith, Moore & Co
Missouri
$304K -$953K -29,333 -76%
EWM
32
EPG Wealth Management
Georgia
$297K +$293K +9,031 New
WLPWM
33
Walled Lake Planning & Wealth Management
Illinois
$285K +$282K +8,670 New
DWT
34
Dorsey & Whitney Trust
South Dakota
$279K +$3.7K +114 +1%
HIA
35
Harbor Investment Advisory
Maryland
$277K +$273K +8,418 New
TCM
36
Telos Capital Management
California
$269K +$266K +8,187 New
OC
37
Oppenheimer & Co
New York
$267K -$55.7K -1,715 -17%
JWCA
38
J.W. Cole Advisors
Florida
$237K +$235K +7,222 New
QCIG
39
Quad-Cities Investment Group
Iowa
$234K +$3.15K +97 +1%
APW
40
Aurora Private Wealth
New Jersey
$233K +$230K +7,091 New
LPL Financial
41
LPL Financial
California
$228K +$225K +6,926 New
BCA
42
Bay Colony Advisors
Massachusetts
$218K +$204K +6,272 New
KFGK
43
Keystone Financial Group (Kentucky)
Kentucky
$211K +$209K +6,427 New
CAM
44
Concorde Asset Management
Michigan
$209K +$207K +6,361 New
RJT
45
Raymond James Trust
Florida
$207K -$17.2K -531 -8%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$158K – – –
FDCDDQ
47
Federation des caisses Desjardins du Quebec
Quebec, Canada
$141K -$6.72K -207 -5%
APA
48
American Portfolios Advisors
New York
$134K +$3.48K +107 +3%
BAM
49
Belpointe Asset Management
Nevada
$131K – – –
PB
50
Pinnacle Bancorp
Nebraska
$102K – – –
1
2
3 4

BST Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2019, worth a combined $147M — up 8% from $136M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BST positions and 7 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.31M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $2.02M sold.

  • 70 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2019, up from 57 in Q3 2019.
  • Funds reported $147M of BlackRock Science and Technology Trust stock for Q4 2019, up 8% quarter-over-quarter.
  • 21 funds opened new BlackRock Science and Technology Trust positions in Q4 2019 and 7 closed out, a net change of +14 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2019 was Morgan Stanley, an estimated $2.31M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2019 was Advisors Asset Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2019.