We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust

63 hedge funds and large institutions have $135M invested in BlackRock Science and Technology Trust in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 29 increasing their positions, 14 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 14

0.54% more ownership

Funds ownership: 19.9%20.44% (+0.54%)

8% less capital invested

Capital invested by funds: $147M → $135M (-$11.9M)

10% less funds holding

Funds holding: 7063 (-7)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
63
Holders Change
-7
Holders Change %
-10%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
29
Reduced
14
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$24.7M +$525K +16,306 +2%
Wells Fargo
2
Wells Fargo
California
$21.8M +$1.85M +57,422 +8%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$12.6M +$999K +31,057 +8%
Bank of America
4
Bank of America
North Carolina
$11.8M -$2M -62,285 -13%
RJA
5
Raymond James & Associates
Florida
$10M -$1.93M -59,935 -14%
KIM
6
Karpus Investment Management
New York
$8.41M +$9.55M +296,785 New
UBS Group
7
UBS Group
Switzerland
$8.14M -$347K -10,803 -4%
Invesco
8
Invesco
Georgia
$7.12M +$804K +24,992 +11%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$5.12M -$548K -17,051 -9%
First Trust Advisors
10
First Trust Advisors
Illinois
$4.01M -$304K -9,462 -6%
Ameriprise
11
Ameriprise
Minnesota
$3.03M +$409K +12,714 +13%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$2.28M +$211K +6,562 +9%
SPIA
13
Steward Partners Investment Advisory
New York
$2M +$104K +3,230 +5%
Truist Financial
14
Truist Financial
North Carolina
$1.56M +$64.7K +2,012 +4%
Osaic Holdings
15
Osaic Holdings
Arizona
$1.22M +$1.38M +42,862 New
Stifel Financial
16
Stifel Financial
Missouri
$890K -$33.3K -1,034 -3%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$690K -$211K -6,550 -21%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$645K +$215K +6,690 +42%
MIAN
19
Mariner Independent Advisor Network
Kansas
$566K +$337K +10,492 +103%
KA
20
Kovack Advisors
Florida
$553K -$25.4K -791 -4%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$526K +$139K +4,316 +30%
PNC Financial Services Group
22
PNC Financial Services Group
Pennsylvania
$471K +$380K +11,805 +245%
IWM
23
IHT Wealth Management
Illinois
$411K +$45.6K +1,417 +11%
EP
24
Eudaimonia Partners
Tennessee
$388K -$45.4K -1,411 -9%
CAN
25
Cetera Advisor Networks
California
$383K +$25.4K +789 +6%

BST Hedge Fund Activity: Q1 2020 in Review

63 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q1 2020, worth a combined $135M — down 8.1% from $147M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of BST and 9 opened new positions — a net loss of 5 holders — while 14 trimmed existing stakes and 29 added.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $9.55M. The largest seller was Bank of America, cutting an estimated $2M.

  • 63 institutional investors held BlackRock Science and Technology Trust (BST) as of Q1 2020, down from 70 in Q4 2019.
  • Funds reported $135M of BlackRock Science and Technology Trust stock for Q1 2020, down 8.1% quarter-over-quarter.
  • 9 funds opened new BlackRock Science and Technology Trust positions in Q1 2020 and 14 closed out, a net change of -5 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q1 2020 was Karpus Investment Management, an estimated $9.55M added.
  • The largest BlackRock Science and Technology Trust seller in Q1 2020 was Bank of America, an estimated $2M sold.

Based on aggregated 13F filings for Q1 2020.