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BlackRock Science and Technology Trust
BST

67 hedge funds and large institutions have $172M invested in BlackRock Science and Technology Trust in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 7

53% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 17

27% more capital invested

Capital invested by funds: $135M → $172M (+$36.9M)

6% more funds holding

Funds holding: 63 → 67 (+4)

1.22% less ownership

Funds ownership: 20.44% → 19.22% (-1.2%)

Holders
67
Holders Change
+4
Holders Change %
+6.35%
% of All Funds
1.37%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
26
Reduced
17
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.37M
2
Wells Fargo
Wells Fargo
California
+$1.03M
3
Ameriprise
Ameriprise
Minnesota
+$1.02M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$885K
5
Morgan Stanley
Morgan Stanley
New York
+$759K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.41M
2
Bank of America
Bank of America
North Carolina
-$1.29M
3
RJA
Raymond James & Associates
Florida
-$1.09M
4
Invesco
Invesco
Georgia
-$937K
5
IWM
IHT Wealth Management
Illinois
-$411K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
51
American Portfolios Advisors
New York
$144K -$15.4K -456 -11%
CCA
52
Column Capital Advisors
Indiana
$122K +$111K +3,289 New
PB
53
Pinnacle Bancorp
Nebraska
$116K – – –
BAM
54
Belpointe Asset Management
Nevada
$115K -$30.8K -911 -23%
TCOV
55
Trust Company of Vermont
Vermont
$76K – – –
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$34K – – –
GWM
57
Geneos Wealth Management
Colorado
$31K – – –
MF
58
Manchester Financial
California
$29K +$8.55K +253 +49%
MMG
59
Monetary Management Group
Missouri
$26K – – –
Fifth Third Bancorp
60
Fifth Third Bancorp
Ohio
$25K – – –
HPC
61
HM Payson & Co
Maine
$25K – – –
FHA
62
First Horizon Advisors
Tennessee
$15K – – –
BWM
63
Baystate Wealth Management
Massachusetts
$6K +$5.81K +172 New
WEC
64
Winslow Evans & Crocker
Massachusetts
$4K – – –
BC
65
Bartlett & Co
Ohio
$3K +$2.57K +76 New
BCWM
66
Bartlett & Co Wealth Management
Ohio
$2.84K +$2.57K +76 New
TI
67
tru Independence
Oregon
$53 – – –
KIM
68
Karpus Investment Management
New York
– -$8.41M -296,785 Closed
IWM
69
IHT Wealth Management
Illinois
– -$411K -14,498 Closed
BRWM
70
B. Riley Wealth Management
Tennessee
– -$212K -7,465 Closed
NFG
71
Next Financial Group
Texas
– -$17K -603 Closed
SF
72
Synovus Financial
Georgia
– -$7K -253 Closed
FA
73
Fortis Advisors
Pennsylvania
– -$5K -172 Closed
WAP
74
Wealthcare Advisory Partners
Pennsylvania
– -$3K -113 Closed
1 2
3

BST Hedge Fund Activity: Q2 2020 in Review

67 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q2 2020, worth a combined $172M — up 27% from $135M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BST positions and 7 closed out — a net gain of 4 holders — while 26 added to existing stakes and 17 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $2.37M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $8.41M sold.

  • 67 institutional investors held BlackRock Science and Technology Trust (BST) as of Q2 2020, up from 63 in Q1 2020.
  • Funds reported $172M of BlackRock Science and Technology Trust stock for Q2 2020, up 27% quarter-over-quarter.
  • 11 funds opened new BlackRock Science and Technology Trust positions in Q2 2020 and 7 closed out, a net change of +4 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q2 2020 was Royal Bank of Canada, an estimated $2.37M added.
  • The largest BlackRock Science and Technology Trust seller in Q2 2020 was Karpus Investment Management, an estimated $8.41M sold.

Based on aggregated 13F filings for Q2 2020.