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BlackRock Science and Technology Trust
BST

80 hedge funds and large institutions have $195M invested in BlackRock Science and Technology Trust in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

19% more funds holding

Funds holding: 67 → 80 (+13)

13% more capital invested

Capital invested by funds: $172M → $195M (+$23.1M)

0.07% less ownership

Funds ownership: 19.22% → 19.14% (-0.07%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.09M
2
Osaic Holdings
Osaic Holdings
Arizona
+$763K
3
RJA
Raymond James & Associates
Florida
+$640K
4
22CM
20/20 Capital Management
California
+$533K
5
Ameriprise
Ameriprise
Minnesota
+$530K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.05M
2
Bank of America
Bank of America
North Carolina
-$1.07M
3
First Trust Advisors
First Trust Advisors
Illinois
-$694K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$602K
5
CA
Cetera Advisors
Colorado
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
26
Wealthstreet Investment Advisors
Texas
$581K – – –
CAN
27
Cetera Advisor Networks
California
$577K +$2.46K +61 +0.5%
22CM
28
20/20 Capital Management
California
$562K +$533K +13,200 New
JWCA
29
J.W. Cole Advisors
Florida
$508K +$482K +11,935 New
BRWM
30
B. Riley Wealth Management
Tennessee
$504K +$479K +11,859 New
CA
31
Claro Advisors
Massachusetts
$495K +$445 +11 +0.1%
WLPWM
32
Walled Lake Planning & Wealth Management
Illinois
$483K +$102K +2,523 +29%
FAAS
33
First Allied Advisory Services
California
$464K +$1.21K +30 +0.3%
EP
34
Eudaimonia Partners
Tennessee
$461K -$38.9K -962 -8%
SS
35
Sunbelt Securities
Texas
$433K +$57.7K +1,427 +16%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$431K +$409K +10,120 New
AWA
37
Arete Wealth Advisors
Illinois
$410K +$2.55K +63 +0.7%
HH
38
Hilltop Holdings
Texas
$400K -$101K -2,499 -21%
DWT
39
Dorsey & Whitney Trust
South Dakota
$397K +$4.32K +107 +1%
OC
40
Oppenheimer & Co
New York
$391K +$242 +6 +0.1%
SMC
41
Smith, Moore & Co
Missouri
$387K +$2.06K +51 +0.6%
IWM
42
IHT Wealth Management
Illinois
$382K +$363K +8,983 New
EWM
43
EPG Wealth Management
Georgia
$334K +$3.72K +92 +1%
HIA
44
Harbor Investment Advisory
Maryland
$326K -$30.7K -759 -9%
QCIG
45
Quad-Cities Investment Group
Iowa
$300K +$3.39K +84 +1%
CA
46
Cetera Advisors
Colorado
$294K -$495K -12,253 -64%
SFA
47
Sequoia Financial Advisors
Ohio
$261K +$248K +6,131 New
CAM
48
Concorde Asset Management
Michigan
$255K +$2.87K +71 +1%
KFGK
49
Keystone Financial Group (Kentucky)
Kentucky
$244K +$283 +7 +0.1%
BCA
50
Bay Colony Advisors
Massachusetts
$244K +$7.27K +180 +3%
1
2
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BST Hedge Fund Activity: Q3 2020 in Review

80 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2020, worth a combined $195M — up 13% from $172M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.09M. The largest seller was Wells Fargo, cutting an estimated $9.05M.

  • 80 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $195M of BlackRock Science and Technology Trust stock for Q3 2020, up 13% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q3 2020 and 6 closed out, a net change of +13 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2020 was Morgan Stanley, an estimated $5.09M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2020 was Wells Fargo, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2020.