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BlackRock Science and Technology Trust
BST

57 hedge funds and large institutions have $136M invested in BlackRock Science and Technology Trust in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

0.05% more ownership

Funds ownership: 19.11% → 19.17% (+0.05%)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less capital invested

Capital invested by funds: $137M → $136M (-$934K)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.51M
3
RJA
Raymond James & Associates
Florida
+$1.41M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.01M
5
UBS Group
UBS Group
Switzerland
+$687K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$2.38M
2
AAM
Advisors Asset Management
Colorado
-$2.14M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.9M
4
Millennium Management
Millennium Management
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
51
Parallel Advisors
California
$12K – – –
EIP
52
Ellis Investment Partners
Pennsylvania
$11K +$163 +5 +1%
TFGT
53
TS Financial Group (TSFG)
Illinois
$7K +$7.39K +226 New
WEC
54
Winslow Evans & Crocker
Massachusetts
$4K – – –
PMFA
55
Plante Moran Financial Advisors
Michigan
$3K +$3.5K +107 New
AIS
56
Accurate Investment Solutions
Pennsylvania
$1K +$1.5K +46 New
WAM
57
Wolverine Asset Management
Illinois
– -$2.38M -74,676 Closed
CIBC World Market
58
CIBC World Market
Ontario, Canada
– -$1.9M -59,469 Closed
Millennium Management
59
Millennium Management
New York
– -$1.03M -32,189 Closed
DA
60
Doliver Advisors
Texas
– -$278K -8,701 Closed
KFGK
61
Keystone Financial Group (Kentucky)
Kentucky
– -$200K -6,257 Closed
MF
62
Manchester Financial
California
– -$16K -516 Closed
LWM
63
Liberty Wealth Management
California
– -$7K -232 Closed
BCI
64
Brinker Capital Investments
Pennsylvania
– -$6K -174 Closed
IFAM
65
Institutional & Family Asset Management
Colorado
– -$3K -101 Closed
Fidelity Investments
66
Fidelity Investments
Massachusetts
– +$33 +1 New
1 2
3

BST Hedge Fund Activity: Q3 2019 in Review

57 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2019, worth a combined $136M — down 0.68% from $137M a quarter earlier.

Fund positioning in BST was balanced in Q3 2019: 9 funds opened new positions, 9 closed out, 27 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.38M sold.

  • 57 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $136M of BlackRock Science and Technology Trust stock for Q3 2019, down 0.68% quarter-over-quarter.
  • 9 funds opened new BlackRock Science and Technology Trust positions in Q3 2019 and 9 closed out, a net change of 0 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2019 was Wolverine Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2019.