BlackRock Science and Technology Trust
95 hedge funds and large institutions have $189M invested in BlackRock Science and Technology Trust in 2023 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 12 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 27
0.74% more ownership
Funds ownership: 22.55% → 23.29% (+0.74%)
0% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 12
2% less funds holding
Funds holding: 97 → 95 (-2)
67% less capital invested
Capital invested by funds: $571M → $189M (-$382M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WS
Wedbush Securities
Los Angeles,
California
|
+$2.67M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.35M |
| 3 |
Morgan Stanley
New York
|
+$2.23M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.17M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$873K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$2.22M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.01M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$763K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$412K |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$411K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Citadel Advisors
Miami,
Florida
| – | -$291K | -10,267 | Closed |
|
|
JIP
102
Jaffetilchin Investment Partners
Tampa,
Florida
| – | -$226K | -7,963 | Closed |
|
|
BBPWM
103
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$7.29K | -257 | Closed |
|
|
IA
104
IFP Advisors
Tampa,
Florida
| – | -$9K | -250 | Closed |
|
|
MCC
105
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$6.87K | -242 | Closed |
|
|
BWL
106
Bogart Wealth LLC
Mclean,
Virginia
| – | -$147 | -5 | Closed |
|
BST Hedge Fund Activity: Q1 2023 in Review
95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2023, worth a combined $189M — down 67% from $571M a quarter earlier.
Fund positioning in BST was balanced in Q1 2023: 12 funds opened new positions, 12 closed out, 35 added to existing stakes and 27 trimmed.
The largest buyer was Wedbush Securities, adding an estimated $2.67M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $2.22M sold.
- 95 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2023, down from 97 in Q4 2022.
- Funds reported $189M of BlackRock Science and Technology Trust stock for Q1 2023, down 67% quarter-over-quarter.
- 12 funds opened new BlackRock Science and Technology Trust positions in Q1 2023 and 12 closed out, a net change of 0 holders.
- The largest BlackRock Science and Technology Trust buyer in Q1 2023 was Wedbush Securities, an estimated $2.67M added.
- The largest BlackRock Science and Technology Trust seller in Q1 2023 was Sowell Financial Services, an estimated $2.22M sold.
Based on aggregated 13F filings for Q1 2023.