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BlackRock Science and Technology Trust
BST

57 hedge funds and large institutions have $136M invested in BlackRock Science and Technology Trust in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 27 increasing their positions, 10 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 10

0.05% more ownership

Funds ownership: 19.11% → 19.17% (+0.05%)

0% more funds holding

Funds holding: 57 → 57 (0)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less capital invested

Capital invested by funds: $137M → $136M (-$934K)

Holders
57
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
27
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.56M
2
SPIA
Steward Partners Investment Advisory
New York
+$1.51M
3
RJA
Raymond James & Associates
Florida
+$1.41M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.01M
5
UBS Group
UBS Group
Switzerland
+$687K

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
-$2.38M
2
AAM
Advisors Asset Management
Colorado
-$2.14M
3
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.9M
4
Millennium Management
Millennium Management
New York
-$1.03M
5
Bank of America
Bank of America
North Carolina
-$929K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.8M +$2.56M +78,379 +11%
Wells Fargo
2
Wells Fargo
California
$22.1M -$316K -9,658 -1%
Bank of America
3
Bank of America
North Carolina
$16.4M -$929K -28,404 -5%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$12.6M +$410K +12,534 +3%
RJA
5
Raymond James & Associates
Florida
$12.4M +$1.41M +43,062 +12%
UBS Group
6
UBS Group
Switzerland
$9.51M +$687K +21,007 +8%
Invesco
7
Invesco
Georgia
$6.69M -$209K -6,398 -3%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$5.92M +$1.01M +30,816 +20%
First Trust Advisors
9
First Trust Advisors
Illinois
$4.71M +$136K +4,161 +3%
Ameriprise
10
Ameriprise
Minnesota
$2.17M +$310K +9,495 +16%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.14M +$116K +3,545 +6%
AAM
12
Advisors Asset Management
Colorado
$2.02M -$2.14M -65,350 -51%
SPIA
13
Steward Partners Investment Advisory
New York
$1.75M +$1.51M +46,203 +507%
BTS
14
BB&T Securities
Virginia
$1.72M -$30.7K -939 -2%
SMC
15
Smith, Moore & Co
Missouri
$1.22M -$77.4K -2,368 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.11M +$315K +9,646 +38%
Stifel Financial
17
Stifel Financial
Missouri
$949K +$76.9K +2,352 +8%
AG
18
Advisor Group
Arizona
$912K +$62.3K +1,905 +7%
AWA
19
Arete Wealth Advisors
Illinois
$830K +$352K +10,773 +70%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$459K +$76.5K +2,340 +19%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$449K +$166K +5,082 +56%
SMG
22
Spectrum Management Group
Indiana
$425K – – –
FAAS
23
First Allied Advisory Services
California
$423K +$11.6K +354 +3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$366K +$47.6K +1,457 +14%
CAN
25
Cetera Advisor Networks
California
$365K +$25.9K +792 +7%
1
2 3

BST Hedge Fund Activity: Q3 2019 in Review

57 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2019, worth a combined $136M — down 0.68% from $137M a quarter earlier.

Fund positioning in BST was balanced in Q3 2019: 9 funds opened new positions, 9 closed out, 27 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.56M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $2.38M sold.

  • 57 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2019, unchanged from Q2 2019.
  • Funds reported $136M of BlackRock Science and Technology Trust stock for Q3 2019, down 0.68% quarter-over-quarter.
  • 9 funds opened new BlackRock Science and Technology Trust positions in Q3 2019 and 9 closed out, a net change of 0 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2019 was Morgan Stanley, an estimated $2.56M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2019 was Wolverine Asset Management, an estimated $2.38M sold.

Based on aggregated 13F filings for Q3 2019.