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BlackRock Science and Technology Trust
BST

55 hedge funds and large institutions have $158M invested in BlackRock Science and Technology Trust in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

54% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 13

17% more funds holding

Funds holding: 47 → 55 (+8)

7% more capital invested

Capital invested by funds: $149M → $158M (+$9.67M)

0.19% more ownership

Funds ownership: 19.95% → 20.14% (+0.19%)

Holders
55
Holders Change
+8
Holders Change %
+17.02%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
20
Reduced
13
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$3.43M
2
RJA
Raymond James & Associates
Florida
+$1.65M
3
AFNAS
American Financial Network Advisory Services
California
+$1.4M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$703K
5
Bank of America
Bank of America
North Carolina
+$548K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.56M
2
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.46M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.21M
4
Cohen & Steers
Cohen & Steers
New York
-$1.11M
5
AAM
Advisors Asset Management
Colorado
-$1.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28M -$1.56M -45,743 -5%
Wells Fargo
2
Wells Fargo
California
$27.2M +$3.43M +100,443 +15%
Bank of America
3
Bank of America
North Carolina
$25.4M +$548K +16,016 +2%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$11.8M +$703K +20,575 +7%
RJA
5
Raymond James & Associates
Florida
$11.4M +$1.65M +48,262 +17%
UBS Group
6
UBS Group
Switzerland
$8.06M +$188K +5,486 +2%
Invesco
7
Invesco
Georgia
$7.66M -$261K -7,629 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.5M -$1.21M -35,446 -16%
AAM
9
Advisors Asset Management
Colorado
$5.66M -$1.06M -31,002 -16%
First Trust Advisors
10
First Trust Advisors
Illinois
$5.01M -$736K -21,518 -13%
CIBC World Market
11
CIBC World Market
Ontario, Canada
$3.13M -$1.46M -42,633 -32%
Stifel Financial
12
Stifel Financial
Missouri
$2.11M -$190K -5,543 -8%
BTS
13
BB&T Securities
Virginia
$1.9M -$28.3K -829 -2%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.7M -$299K -8,749 -15%
Ameriprise
15
Ameriprise
Minnesota
$1.47M +$66.7K +1,952 +5%
SMC
16
Smith, Moore & Co
Missouri
$1.45M +$6.94K +203 +0.5%
AFNAS
17
American Financial Network Advisory Services
California
$1.45M +$1.4M +40,982 +13,845%
AG
18
Advisor Group
Arizona
$932K -$164K -4,782 -15%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$628K +$81K +2,370 +15%
AWA
20
Arete Wealth Advisors
Illinois
$531K – – –
SMG
21
Spectrum Management Group
Indiana
$522K – – –
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$452K +$17.4K +508 +4%
Citigroup
23
Citigroup
New York
$444K +$35.8K +1,047 +9%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$363K +$285K +8,350 +420%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$333K +$325K +9,499 New
1
2 3

BST Hedge Fund Activity: Q3 2018 in Review

55 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2018, worth a combined $158M — up 6.5% from $149M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new BST positions and 5 closed out — a net gain of 8 holders — while 20 added to existing stakes and 13 trimmed.

The largest buyer was Wells Fargo, adding an estimated $3.43M. The largest seller was Morgan Stanley, cutting an estimated $1.56M.

  • 55 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2018, up from 47 in Q2 2018.
  • Funds reported $158M of BlackRock Science and Technology Trust stock for Q3 2018, up 6.5% quarter-over-quarter.
  • 13 funds opened new BlackRock Science and Technology Trust positions in Q3 2018 and 5 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2018 was Wells Fargo, an estimated $3.43M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2018 was Morgan Stanley, an estimated $1.56M sold.

Based on aggregated 13F filings for Q3 2018.