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BlackRock Science and Technology Term Trust
BSTZ

59 hedge funds and large institutions have $332M invested in BlackRock Science and Technology Term Trust in 2020 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 4

180% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 10

33% more capital invested

Capital invested by funds: $249M → $332M (+$82.4M)

26% more funds holding

Funds holding: 47 → 59 (+12)

2.49% more ownership

Funds ownership: 14.08% → 16.56% (+2.5%)

Holders
59
Holders Change
+12
Holders Change %
+25.53%
% of All Funds
1.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
28
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$16M
2
Morgan Stanley
Morgan Stanley
New York
+$8.53M
3
UBS Group
UBS Group
Switzerland
+$6.59M
4
Bank of America
Bank of America
North Carolina
+$5.36M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$3.98M

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$6.58M
2
WAM
Wolverine Asset Management
Illinois
-$2.41M
3
Osaic Holdings
Osaic Holdings
Arizona
-$2.01M
4
AIP
Ahrens Investment Partners
Louisiana
-$557K
5
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
-$359K
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
26
Invesco
Georgia
$962K +$345K +13,794 +58%
Osaic Holdings
27
Osaic Holdings
Arizona
$682K -$2.01M -80,512 -75%
CRC
28
Curi RMB Capital
Illinois
$647K +$630K +25,210 New
COLIM
29
City of London Investment Management
United Kingdom
$638K -$110K -4,400 -15%
AIP
30
Ahrens Investment Partners
Louisiana
$636K -$557K -22,300 -47%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$609K -$359K -14,373 -38%
WS
32
Wedbush Securities
California
$587K +$211K +8,442 +59%
EP
33
Eudaimonia Partners
Tennessee
$529K -$91.8K -3,675 -15%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$510K +$497K +19,903 New
DIM
35
Delta Investment Management
California
$383K – – –
PAS
36
Partnervest Advisory Services
California
$373K +$52.9K +2,118 +17%
Bank of New York Mellon
37
Bank of New York Mellon
New York
$361K +$75.1K +3,008 +27%
RJT
38
Raymond James Trust
Florida
$352K -$56.7K -2,272 -14%
MWM
39
Maltin Wealth Management
New Jersey
$349K +$340K +13,595 New
AAM
40
Advisors Asset Management
Colorado
$346K +$337K +13,503 New
JMPWA
41
JP Morgan Private Wealth Advisors
California
$292K +$35K +1,400 +14%
BBPWM
42
Blue Bell Private Wealth Management
Pennsylvania
$274K +$107K +4,300 +67%
UR
43
USCA RIA
Texas
$263K +$256K +10,250 New
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$255K +$249K +9,953 New
TNA
45
True North Advisors
Texas
$238K – – –
TP
46
Tranquility Partners
Tennessee
$235K -$79.3K -3,175 -26%
BlackRock
47
BlackRock
New York
$128K – – –
PA
48
Parallel Advisors
California
$67K +$30.1K +1,204 +85%
APA
49
American Portfolios Advisors
New York
$54.6K +$27.3K +1,093 +106%
US Bancorp
50
US Bancorp
Minnesota
$40K – – –
1
2
3

BSTZ Hedge Fund Activity: Q3 2020 in Review

59 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2020, worth a combined $332M — up 33% from $249M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BSTZ positions and 4 closed out — a net gain of 12 holders — while 28 added to existing stakes and 10 trimmed.

The largest buyer was 1607 Capital Partners, opening a new position worth an estimated $16M. The largest seller was Karpus Investment Management, cutting an estimated $6.58M.

  • 59 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2020, up from 47 in Q2 2020.
  • Funds reported $332M of BlackRock Science and Technology Term Trust stock for Q3 2020, up 33% quarter-over-quarter.
  • 16 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2020 and 4 closed out, a net change of +12 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2020 was 1607 Capital Partners, an estimated $16M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2020 was Karpus Investment Management, an estimated $6.58M sold.

Based on aggregated 13F filings for Q3 2020.