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BlackRock Science and Technology Trust

120 hedge funds and large institutions have $250M invested in BlackRock Science and Technology Trust in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

7% more capital invested

Capital invested by funds: $234M → $250M (+$16.1M)

3% more funds holding

Funds holding: 117120 (+3)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

0.9% less ownership

Funds ownership: 20.57%19.67% (-0.9%)

Holders
120
Holders Change
+3
Holders Change %
+2.56%
% of All Funds
1.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
38
Reduced
38
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$48.5M -$349K -9,522 -0.7%
Raymond James Financial
2
Raymond James Financial
Florida
$36.4M +$36.6M +996,314 New
Invesco
3
Invesco
Georgia
$18.9M +$853K +23,244 +5%
Ameriprise
4
Ameriprise
Minnesota
$17.3M +$196K +5,334 +1%
1CP
5
1607 Capital Partners
Virginia
$14M +$6.55M +178,460 +88%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.8M +$302K +8,232 +3%
KIM
7
Karpus Investment Management
New York
$9.48M +$4.99M +135,891 +110%
WS
8
Wedbush Securities
California
$9.19M +$17.6K +480 +0.2%
LPL Financial
9
LPL Financial
California
$9.03M -$481K -13,117 -5%
Bank of America
10
Bank of America
North Carolina
$6.66M -$395K -10,767 -6%
SPIA
11
Steward Partners Investment Advisory
New York
$6.05M +$116K +3,154 +2%
WAM
12
Wolverine Asset Management
Illinois
$5.54M +$383K +10,446 +7%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$5.19M +$233K +6,358 +5%
UBS Group
14
UBS Group
Switzerland
$5M +$64.1K +1,747 +1%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.17M +$354K +9,657 +9%
First Trust Advisors
16
First Trust Advisors
Illinois
$2.59M +$3.6K +98 +0.1%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$2.46M +$80.8K +2,202 +3%
NRI
18
NFP Retirement Inc
California
$2.12M -$10.9K -297 -0.5%
Stifel Financial
19
Stifel Financial
Missouri
$1.93M -$36.4K -991 -2%
RAM
20
Readystate Asset Management
Illinois
$1.58M +$1.58M +43,131 New
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.56M +$107K +2,918 +7%
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$1.42M -$47.2K -1,287 -3%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.41M +$275K +7,486 +24%
OC
24
Oppenheimer & Co
New York
$1.37M -$77.8K -2,119 -5%
Truist Financial
25
Truist Financial
North Carolina
$1.18M -$10.8K -294 -0.9%

BST Hedge Fund Activity: Q4 2024 in Review

120 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Trust (BST) for Q4 2024, worth a combined $250M — up 6.9% from $234M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new BST positions and 13 closed out — a net gain of 6 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $6.55M. The largest seller was International Assets Investment Management, cutting an estimated $19.7M.

  • 120 institutional investors held BlackRock Science and Technology Trust (BST) as of Q4 2024, up from 117 in Q3 2024.
  • Funds reported $250M of BlackRock Science and Technology Trust stock for Q4 2024, up 6.9% quarter-over-quarter.
  • 19 funds opened new BlackRock Science and Technology Trust positions in Q4 2024 and 13 closed out, a net change of +6 holders.
  • The largest BlackRock Science and Technology Trust buyer in Q4 2024 was 1607 Capital Partners, an estimated $6.55M added.
  • The largest BlackRock Science and Technology Trust seller in Q4 2024 was International Assets Investment Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q4 2024.