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BlackRock Science and Technology Trust
BST

108 hedge funds and large institutions have $260M invested in BlackRock Science and Technology Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more capital invested

Capital invested by funds: $195M → $260M (+$64.3M)

7% more funds holding

Funds holding: 101 → 108 (+7)

5.91% more ownership

Funds ownership: 24.64% → 30.55% (+5.9%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
37
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$49.4M
2
LPL Financial
LPL Financial
California
+$1.12M
3
Wells Fargo
Wells Fargo
California
+$814K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$706K
5
Stifel Financial
Stifel Financial
Missouri
+$468K

Top Sellers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
-$3M
2
Ameriprise
Ameriprise
Minnesota
-$1.47M
3
Invesco
Invesco
Georgia
-$1.24M
4
HighTower Advisors
HighTower Advisors
Illinois
-$568K
5
EC
Elequin Capital
New York
-$522K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
51
HRT Financial
New York
$403K +$394K +11,979 New
NLP
52
Next Level Private
New York
$365K – – –
FFWM
53
Future Financial Wealth Management
Ohio
$357K +$32.9K +1,000 +10%
RJT
54
Raymond James Trust
Florida
$324K +$98.8K +3,000 +45%
AAP
55
Arax Advisory Partners
Colorado
$321K – – –
SWP
56
Semus Wealth Partners
Florida
$310K -$1.51K -46 -0.5%
PWM
57
Perigon Wealth Management
California
$309K +$658 +20 +0.2%
FFN
58
Focus Financial Network
Minnesota
$306K +$15.1K +458 +5%
CIA
59
Cape Investment Advisory
Georgia
$286K +$280K +8,506 New
WLPWM
60
Walled Lake Planning & Wealth Management
Illinois
$255K +$5.66K +172 +2%
LFAS
61
Level Four Advisory Services
Texas
$248K -$289K -8,779 -54%
EM
62
ELCO Management
New York
$242K -$6.58K -200 -3%
MA
63
Mutual Advisors
Nebraska
$241K +$6.25K +190 +3%
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$239K +$234K +7,100 New
AWG
65
Altus Wealth Group
Colorado
$230K +$922 +28 +0.4%
DADC
66
D.A. Davidson & Co
Montana
$228K – – –
KFGK
67
Keystone Financial Group (Kentucky)
Kentucky
$227K -$5.76K -175 -3%
BCA
68
Bay Colony Advisors
Massachusetts
$226K +$221K +6,724 New
BPA
69
Beacon Pointe Advisors
California
$226K – – –
EH
70
Equitable Holdings
New York
$222K -$176K -5,347 -45%
EWM
71
EPG Wealth Management
Georgia
$216K +$191K +5,808 New
DWP
72
Daymark Wealth Partners
Ohio
$201K +$197K +5,975 New
WAM
73
Wolverine Asset Management
Illinois
$198K +$194K +5,892 New
Comerica Bank
74
Comerica Bank
Texas
$158K +$18.5K +562 +14%
PS
75
Principal Securities
Iowa
$135K +$132K +4,016 New
1 2
3
4 5

BST Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2023, worth a combined $260M — up 33% from $195M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BST positions and 9 closed out — a net gain of 8 holders — while 37 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was Osaic Holdings, cutting an estimated $3M.

  • 108 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2023, up from 101 in Q3 2023.
  • Funds reported $260M of BlackRock Science and Technology Trust stock for Q4 2023, up 33% quarter-over-quarter.
  • 17 funds opened new BlackRock Science and Technology Trust positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2023 was Osaic Holdings, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2023.