We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust
BST

70 hedge funds and large institutions have $147M invested in BlackRock Science and Technology Trust in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

77% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 13

23% more funds holding

Funds holding: 57 → 70 (+13)

8% more capital invested

Capital invested by funds: $136M → $147M (+$10.9M)

0.73% more ownership

Funds ownership: 19.17% → 19.9% (+0.73%)

Holders
70
Holders Change
+13
Holders Change %
+22.81%
% of All Funds
1.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
23
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.31M
2
Truist Financial
Truist Financial
North Carolina
+$1.72M
3
Ameriprise
Ameriprise
Minnesota
+$829K
4
RJA
Raymond James & Associates
Florida
+$708K
5
KA
Kovack Advisors
Florida
+$660K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
-$2.02M
2
Bank of America
Bank of America
North Carolina
-$1.29M
3
SMC
Smith, Moore & Co
Missouri
-$953K
4
AW
ACG Wealth
Georgia
-$268K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.1M +$2.31M +71,222 +9%
Wells Fargo
2
Wells Fargo
California
$23.4M +$476K +14,671 +2%
Bank of America
3
Bank of America
North Carolina
$15.8M -$1.29M -39,616 -8%
RJA
4
Raymond James & Associates
Florida
$13.6M +$708K +21,796 +6%
RJFSA
5
Raymond James Financial Services Advisors
Florida
$13.6M +$415K +12,778 +3%
UBS Group
6
UBS Group
Switzerland
$9.79M -$92.3K -2,842 -0.9%
Invesco
7
Invesco
Georgia
$7.43M +$471K +14,492 +7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$6.49M +$340K +10,461 +6%
First Trust Advisors
9
First Trust Advisors
Illinois
$4.97M +$64K +1,972 +1%
Ameriprise
10
Ameriprise
Minnesota
$3.09M +$829K +25,521 +37%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.42M +$196K +6,038 +9%
SPIA
12
Steward Partners Investment Advisory
New York
$2.22M +$396K +12,194 +22%
Truist Financial
13
Truist Financial
North Carolina
$1.74M +$1.72M +52,999 New
Stifel Financial
14
Stifel Financial
Missouri
$1.07M +$76.7K +2,362 +8%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.02M -$134K -4,135 -12%
AWA
16
Arete Wealth Advisors
Illinois
$862K -$1.3K -40 -0.2%
AG
17
Advisor Group
Arizona
$834K -$113K -3,492 -12%
KA
18
Kovack Advisors
Florida
$668K +$660K +20,309 New
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$527K +$50K +1,541 +11%
EP
20
Eudaimonia Partners
Tennessee
$496K +$490K +15,099 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$468K +$86.2K +2,654 +23%
FAAS
22
First Allied Advisory Services
California
$461K +$18.1K +557 +4%
SMG
23
Spectrum Management Group
Indiana
$441K -$487 -15 -0.1%
IWM
24
IHT Wealth Management
Illinois
$430K +$120K +3,694 +39%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$419K -$46.3K -1,426 -10%
1
2 3 4

BST Hedge Fund Activity: Q4 2019 in Review

70 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2019, worth a combined $147M — up 8% from $136M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BST positions and 7 closed out — a net gain of 14 holders — while 23 added to existing stakes and 13 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.31M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $2.02M sold.

  • 70 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2019, up from 57 in Q3 2019.
  • Funds reported $147M of BlackRock Science and Technology Trust stock for Q4 2019, up 8% quarter-over-quarter.
  • 21 funds opened new BlackRock Science and Technology Trust positions in Q4 2019 and 7 closed out, a net change of +14 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2019 was Morgan Stanley, an estimated $2.31M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2019 was Advisors Asset Management, an estimated $2.02M sold.

Based on aggregated 13F filings for Q4 2019.