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BlackRock Science and Technology Trust
BST

125 hedge funds and large institutions have $406M invested in BlackRock Science and Technology Trust in 2021 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 46 increasing their positions, 30 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

53% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 30

11% more funds holding

Funds holding: 113 → 125 (+12)

1.28% less ownership

Funds ownership: 33.46% → 32.18% (-1.3%)

8% less capital invested

Capital invested by funds: $441M → $406M (-$34.8M)

75% less funds holding in top 10

Funds holding in top 10: 4 → 1 (-3)

Holders
125
Holders Change
+12
Holders Change %
+10.62%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
29
Increased
46
Reduced
30
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
1CP
1607 Capital Partners
Virginia
+$10.2M
2
KIM
Karpus Investment Management
New York
+$8.73M
3
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$6.31M
4
Invesco
Invesco
Georgia
+$2.45M
5
WAM
Weiss Asset Management
Massachusetts
+$2.25M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$31M
2
RCM
Rivernorth Capital Management
Florida
-$6.82M
3
SC
Sculptor Capital
New York
-$6.67M
4
COLIM
City of London Investment Management
United Kingdom
-$4.02M
5
CCP
Clough Capital Partners
Massachusetts
-$3.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
FDCDDQ
101
Federation des caisses Desjardins du Quebec
Quebec, Canada
$89.9K – – –
LC
102
Lindbrook Capital
California
$52K -$133K -2,545 -71%
MMG
103
Monetary Management Group
Missouri
$35K – – –
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$34K +$19.4K +371 +117%
CWS
105
Confluence Wealth Services
Pennsylvania
$33K +$35.6K +680 New
HPC
106
HM Payson & Co
Maine
$30K – – –
JFGIW
107
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30K – – –
BFEC
108
Benjamin F. Edwards & Company
Missouri
$24K – – –
AIP
109
Ahrens Investment Partners
Louisiana
$22K +$23.6K +450 New
TRCT
110
Tower Research Capital (TRC)
New York
$20K +$20.9K +399 New
JWA
111
JFS Wealth Advisors
Pennsylvania
$19K +$20.1K +383 New
MTWM
112
Masso Torrence Wealth Management
New Jersey
$18K +$18.8K +359 New
GWM
113
Geneos Wealth Management
Colorado
$17K – – –
TCWM
114
Total Clarity Wealth Management
Illinois
$13K +$13.6K +260 New
CA
115
Clearstead Advisors
Ohio
$12K +$13.1K +250 New
SBL
116
Sargent Bickham Lagudis
Colorado
$10K – – –
PMFA
117
Plante Moran Financial Advisors
Michigan
$9K – – –
PGAM
118
Princeton Global Asset Management
New Jersey
$9K – – –
Bessemer Group
119
Bessemer Group
New Jersey
$8K +$8.12K +155 New
RG
120
Retirement Group
California
$5K +$5.61K +107 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$4K +$4.4K +84 New
HI
122
Harbour Investments
Wisconsin
$3K -$123K -2,350 -98%
CA
123
CoreCap Advisors
Michigan
$1K +$367 +7 New
Koshinski Asset Management
124
Koshinski Asset Management
Illinois
$854 +$891 +17 New
SC
125
Sculptor Capital
New York
– -$6.67M -127,834 Closed
2 3 4
5
6

BST Hedge Fund Activity: Q4 2021 in Review

125 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2021, worth a combined $406M — down 7.9% from $441M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new BST positions and 15 closed out — a net gain of 14 holders — while 46 added to existing stakes and 30 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $10.2M. The largest seller was Sit Investment Associates, cutting an estimated $31M.

  • 125 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2021, up from 113 in Q3 2021.
  • Funds reported $406M of BlackRock Science and Technology Trust stock for Q4 2021, down 7.9% quarter-over-quarter.
  • 29 funds opened new BlackRock Science and Technology Trust positions in Q4 2021 and 15 closed out, a net change of +14 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2021 was 1607 Capital Partners, an estimated $10.2M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2021 was Sit Investment Associates, an estimated $31M sold.

Based on aggregated 13F filings for Q4 2021.