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BlackRock Science and Technology Trust
BST

80 hedge funds and large institutions have $195M invested in BlackRock Science and Technology Trust in 2020 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 6

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

19% more funds holding

Funds holding: 67 → 80 (+13)

13% more capital invested

Capital invested by funds: $172M → $195M (+$23.1M)

0.07% less ownership

Funds ownership: 19.22% → 19.14% (-0.07%)

Holders
80
Holders Change
+13
Holders Change %
+19.4%
% of All Funds
1.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
29
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.09M
2
Osaic Holdings
Osaic Holdings
Arizona
+$763K
3
RJA
Raymond James & Associates
Florida
+$640K
4
22CM
20/20 Capital Management
California
+$533K
5
Ameriprise
Ameriprise
Minnesota
+$530K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$9.05M
2
Bank of America
Bank of America
North Carolina
-$1.07M
3
First Trust Advisors
First Trust Advisors
Illinois
-$694K
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$602K
5
CA
Cetera Advisors
Colorado
-$495K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.4M +$5.09M +125,902 +14%
Wells Fargo
2
Wells Fargo
California
$24.5M -$9.05M -223,896 -28%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$19.7M -$231K -5,724 -1%
Bank of America
4
Bank of America
North Carolina
$15M -$1.07M -26,423 -7%
RJA
5
Raymond James & Associates
Florida
$14.4M +$640K +15,831 +5%
UBS Group
6
UBS Group
Switzerland
$12.9M +$132K +3,277 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10M -$602K -14,906 -6%
Invesco
8
Invesco
Georgia
$9.03M -$448K -11,096 -5%
Ameriprise
9
Ameriprise
Minnesota
$6.4M +$530K +13,120 +10%
First Trust Advisors
10
First Trust Advisors
Illinois
$4.97M -$694K -17,163 -13%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$3.59M +$163K +4,023 +5%
SPIA
12
Steward Partners Investment Advisory
New York
$3.29M +$205K +5,083 +7%
Osaic Holdings
13
Osaic Holdings
Arizona
$2.63M +$763K +18,871 +44%
Truist Financial
14
Truist Financial
North Carolina
$2.46M +$57K +1,410 +3%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1.36M +$390K +9,639 +43%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.25M +$26.8K +663 +2%
Stifel Financial
17
Stifel Financial
Missouri
$1.2M -$263K -6,508 -19%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$1.15M +$172K +4,254 +19%
KA
19
Kovack Advisors
Florida
$816K -$11.6K -287 -1%
LPL Financial
20
LPL Financial
California
$763K +$55K +1,360 +8%
Cohen & Steers
21
Cohen & Steers
New York
$724K – – –
CIBC World Market
22
CIBC World Market
Ontario, Canada
$688K +$31.1K +770 +5%
KAS
23
Kestra Advisory Services
Texas
$644K +$612K +15,143 New
KPWS
24
Kestra Private Wealth Services
Texas
$641K +$609K +15,068 New
MIAN
25
Mariner Independent Advisor Network
Kansas
$638K -$13.8K -342 -2%
1
2 3 4

BST Hedge Fund Activity: Q3 2020 in Review

80 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q3 2020, worth a combined $195M — up 13% from $172M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 6 closed out — a net gain of 13 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.09M. The largest seller was Wells Fargo, cutting an estimated $9.05M.

  • 80 institutional investors held BlackRock Science and Technology Trust (BST) as of Q3 2020, up from 67 in Q2 2020.
  • Funds reported $195M of BlackRock Science and Technology Trust stock for Q3 2020, up 13% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q3 2020 and 6 closed out, a net change of +13 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q3 2020 was Morgan Stanley, an estimated $5.09M added.
  • The largest BlackRock Science and Technology Trust seller in Q3 2020 was Wells Fargo, an estimated $9.05M sold.

Based on aggregated 13F filings for Q3 2020.