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BlackRock Science and Technology Term Trust
BSTZ

31 hedge funds and large institutions have $117M invested in BlackRock Science and Technology Term Trust in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more funds holding

Funds holding: 16 → 31 (+15)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

51% more capital invested

Capital invested by funds: $78M → $117M (+$39.4M)

2.61% more ownership

Funds ownership: 5.02% → 7.63% (+2.6%)

Holders
31
Holders Change
+15
Holders Change %
+93.75%
% of All Funds
0.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
5
Reduced
3
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$22.2M
2
UBS Group
UBS Group
Switzerland
+$7.39M
3
Truist Financial
Truist Financial
North Carolina
+$2.64M
4
RCM
Rivernorth Capital Management
Florida
+$2.29M
5
WAM
Wolverine Asset Management
Illinois
+$1.3M

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$150K
2
Stifel Financial
Stifel Financial
Missouri
-$84.7K
3
Wells Fargo
Wells Fargo
California
-$34.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
26
Steward Partners Investment Advisory
New York
$87K +$85.7K +4,277 New
HR
27
Howe & Rusling
New York
$84K +$81.7K +4,080 New
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$31K – – –
S
29
SignatureFD
Georgia
$31K – – –
GRP
30
Global Retirement Partners
California
$15K +$15K +750 New
ASN
31
Advisory Services Network
Georgia
$12K +$12K +600 New
1
2

BSTZ Hedge Fund Activity: Q4 2019 in Review

31 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2019, worth a combined $117M — up 51% from $78M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSTZ positions and 0 closed out — a net gain of 17 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was Raymond James & Associates, cutting an estimated $150K.

  • 31 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2019, up from 16 in Q3 2019.
  • Funds reported $117M of BlackRock Science and Technology Term Trust stock for Q4 2019, up 51% quarter-over-quarter.
  • 17 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2019 and 0 closed out, a net change of +17 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2019 was Morgan Stanley, an estimated $22.2M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2019 was Raymond James & Associates, an estimated $150K sold.

Based on aggregated 13F filings for Q4 2019.