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BlackRock Science and Technology Trust

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: 101108 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$125K +$47.6K +1,446 +64%
ASN
77
Advisory Services Network
Georgia
$118K +$115K +3,502 New
PNC Financial Services Group
78
PNC Financial Services Group
Pennsylvania
$114K -$11.8K -357 -10%
HIA
79
Harbor Investment Advisory
Maryland
$110K
TWM
80
Tradition Wealth Management
Minnesota
$101K
HFS
81
HBC Financial Services
Washington
$90K -$32.9K -1,000 -27%
NA
82
NewEdge Advisors
Louisiana
$76.7K +$1.55K +47 +2%
Fifth Third Bancorp
83
Fifth Third Bancorp
Ohio
$67.3K +$65.8K +2,000 New
HI
84
Harbour Investments
Wisconsin
$61.9K
TCOV
85
Trust Company of Vermont
Vermont
$50.5K -$16.5K -500 -25%
AWM
86
Avior Wealth Management
Nebraska
$41.8K
SWM
87
Spire Wealth Management
Virginia
$40.6K -$90.9K -2,761 -70%
CAL
88
Capital Analysts LLC
Pennsylvania
$40K +$8.82K +268 +29%
PA
89
Parallel Advisors
California
$38.1K +$1.12K +34 +3%
GRP
90
Global Retirement Partners
California
$37.7K +$28K +850 +346%
CFD
91
Creative Financial Designs
Indiana
$34.8K
WIM
92
Westside Investment Management
California
$33.7K
FDCDDQ
93
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.6K
AFS
94
Annapolis Financial Services
Maryland
$26.4K +$25.8K +783 New
RG
95
Retirement Group
California
$23.5K
HPC
96
HM Payson & Co
Maine
$20.2K
BWM
97
Baystate Wealth Management
Massachusetts
$17.1K +$16.7K +507 New
MMG
98
Monetary Management Group
Missouri
$15K
SC
99
SouthState Corp
Florida
$15K +$6.42K +195 +78%
CT
100
Clearstead Trust
Maine
$13.5K +$13.2K +400 New

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.