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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
JWA
101
JFS Wealth Advisors
Pennsylvania
$12.9K -$19.4K -590 -61%
JFA
102
JNBA Financial Advisors
Minnesota
$12.1K – – –
GWM
103
Geneos Wealth Management
Colorado
$6.73K – – –
LFG
104
Larson Financial Group
Missouri
$6.73K – – –
BC
105
Bartlett & Co
Ohio
$3K – – –
BCWM
106
Bartlett & Co Wealth Management
Ohio
$2.55K – – –
CPA
107
Clear Point Advisors
New York
$46 +$33 +1 New
Fidelity Investments
108
Fidelity Investments
Massachusetts
$34 +$33 +1 New
EC
109
Elequin Capital
New York
– -$522K -16,616 Closed
FSI
110
Flow State Investments
Illinois
– -$425K -13,532 Closed
GWM
111
Greenwich Wealth Management
Connecticut
– -$270K -8,609 Closed
CF
112
Centaurus Financial
California
– -$106K -3,368 Closed
JFGIW
113
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$14.7K -469 Closed
AF
114
Allworth Financial
California
– -$10.5K -335 Closed
PGAM
115
Princeton Global Asset Management
New Jersey
– -$5.81K -185 Closed
FFL
116
Financial Freedom LLC
Ohio
– -$1.32K -42 Closed
S
117
SignatureFD
Georgia
– -$31 -1 Closed
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.