We are live on ! Find out more
BST icon

BlackRock Science and Technology Trust

108 hedge funds and large institutions have $260M invested in BlackRock Science and Technology Trust in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

33% more capital invested

Capital invested by funds: $195M → $260M (+$64.3M)

7% more funds holding

Funds holding: 101108 (+7)

5.91% more ownership

Funds ownership: 24.64%30.55% (+5.9%)

6% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 35

Holders
108
Holders Change
+7
Holders Change %
+6.93%
% of All Funds
1.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
37
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$95.1M +$49.4M +1,499,204 +113%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$19.5M +$706K +21,452 +4%
Ameriprise
3
Ameriprise
Minnesota
$16.3M -$1.47M -44,788 -8%
Wells Fargo
4
Wells Fargo
California
$16.2M +$814K +24,732 +5%
RJA
5
Raymond James & Associates
Florida
$12.8M +$329K +9,987 +3%
Invesco
6
Invesco
Georgia
$9.84M -$1.24M -37,731 -11%
WS
7
Wedbush Securities
California
$9.06M +$40.4K +1,228 +0.5%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.54M -$144K -4,365 -2%
Bank of America
9
Bank of America
North Carolina
$6.46M +$58.6K +1,779 +0.9%
LPL Financial
10
LPL Financial
California
$5.39M +$1.12M +33,937 +27%
SPIA
11
Steward Partners Investment Advisory
New York
$5.33M +$317K +9,640 +6%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$4.38M +$86.8K +2,637 +2%
UBS Group
13
UBS Group
Switzerland
$4.15M -$15.6K -473 -0.4%
Osaic Holdings
14
Osaic Holdings
Arizona
$3.74M -$3M -90,990 -45%
NAS
15
NWF Advisory Services
California
$2.52M +$453K +13,769 +22%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$2.2M -$124K -3,760 -5%
SFS
17
Sowell Financial Services
Arkansas
$1.98M -$203K -6,163 -9%
Rockefeller Capital Management
18
Rockefeller Capital Management
New York
$1.92M -$15.3K -465 -0.8%
Stifel Financial
19
Stifel Financial
Missouri
$1.86M +$468K +14,209 +35%
NRI
20
NFP Retirement Inc
California
$1.84M +$312K +9,471 +21%
First Trust Advisors
21
First Trust Advisors
Illinois
$1.65M -$95.5K -2,901 -6%
SS
22
Sunbelt Securities
Texas
$1.41M +$235K +7,132 +20%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$1.28M -$127K -3,854 -9%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.14M -$568K -17,258 -34%
OC
25
Oppenheimer & Co
New York
$1.09M +$291K +8,848 +38%

BST Hedge Fund Activity: Q4 2023 in Review

108 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2023, worth a combined $260M — up 33% from $195M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BST positions and 9 closed out — a net gain of 8 holders — while 37 added to existing stakes and 35 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $49.4M. The largest seller was Osaic Holdings, cutting an estimated $3M.

  • 108 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2023, up from 101 in Q3 2023.
  • Funds reported $260M of BlackRock Science and Technology Trust stock for Q4 2023, up 33% quarter-over-quarter.
  • 17 funds opened new BlackRock Science and Technology Trust positions in Q4 2023 and 9 closed out, a net change of +8 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2023 was Morgan Stanley, an estimated $49.4M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2023 was Osaic Holdings, an estimated $3M sold.

Based on aggregated 13F filings for Q4 2023.