We are live on ! Find out more
BSTZ icon

BlackRock Science and Technology Term Trust
BSTZ

104 hedge funds and large institutions have $270M invested in BlackRock Science and Technology Term Trust in 2022 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

28% more funds holding

Funds holding: 81 → 104 (+23)

2.11% more ownership

Funds ownership: 19.97% → 22.09% (+2.1%)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

2% less capital invested

Capital invested by funds: $275M → $270M (-$5.17M)

Holders
104
Holders Change
+23
Holders Change %
+28.4%
% of All Funds
1.67%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
28
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LSC
Logan Stone Capital
Illinois
+$11.7M
2
SCM
Saba Capital Management
New York
+$8.91M
3
QC
Quantedge Capital
Singapore
+$7.22M
4
KIM
Karpus Investment Management
New York
+$7.07M
5
MP
Mangrove Partners
Connecticut
+$4.93M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$10.9M
2
AWA
Amplius Wealth Advisors
Pennsylvania
-$8.79M
3
UBS Group
UBS Group
Switzerland
-$8.51M
4
Wells Fargo
Wells Fargo
California
-$4.36M
5
RJA
Raymond James & Associates
Florida
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
26
Bickling Financial Services
Massachusetts
$2.17M -$712K -41,896 -23%
EC
27
Elequin Capital
New York
$2.16M +$2.34M +137,807 New
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.91M -$387K -22,745 -16%
Ameriprise
29
Ameriprise
Minnesota
$1.91M +$1.31M +77,045 +172%
MC
30
Matisse Capital
Oregon
$1.25M +$1.36M +80,000 New
CA
31
Claro Advisors
Massachusetts
$1.23M +$140K +8,231 +12%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$1.2M -$1.89M -110,955 -59%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.19M +$286K +16,849 +28%
SPIA
34
Steward Partners Investment Advisory
New York
$1.04M -$1.1M -64,664 -49%
Truist Financial
35
Truist Financial
North Carolina
$1.03M -$36.5K -2,146 -3%
Commonwealth Equity Services
36
Commonwealth Equity Services
Massachusetts
$958K +$117K +6,865 +13%
OC
37
Oppenheimer & Co
New York
$900K -$102K -6,019 -9%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$854K -$501K -29,453 -35%
HighTower Advisors
39
HighTower Advisors
Illinois
$849K +$922K +54,247 New
RPWA
40
Regent Peak Wealth Advisors
Georgia
$796K +$884 +52 +0.1%
IAIM
41
International Assets Investment Management
Florida
$665K +$515K +30,285 New
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$613K +$159K +9,329 +31%
Jane Street
43
Jane Street
New York
$549K +$596K +35,087 New
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$549K +$477K +28,063 New
NW
45
NewEdge Wealth
Pennsylvania
$541K +$189K +11,128 +47%
Walleye Capital
46
Walleye Capital
New York
$505K +$549K +32,289 New
CF
47
Centaurus Financial
California
$498K -$31.3K -1,841 -5%
DWM
48
Dakota Wealth Management
Florida
$486K +$121K +7,110 +30%
IAS
49
Insigneo Advisory Services
Florida
$482K +$524K +30,838 New
AWA
50
Amplius Wealth Advisors
Pennsylvania
$440K -$8.79M -517,230 -95%
1
2
3 4 5

BSTZ Hedge Fund Activity: Q4 2022 in Review

104 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2022, worth a combined $270M — down 1.9% from $275M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new BSTZ positions and 9 closed out — a net gain of 27 holders — while 28 added to existing stakes and 28 trimmed.

The largest buyer was Logan Stone Capital, adding an estimated $11.7M. The largest seller was Morgan Stanley, cutting an estimated $10.9M.

  • 104 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2022, up from 81 in Q3 2022.
  • Funds reported $270M of BlackRock Science and Technology Term Trust stock for Q4 2022, down 1.9% quarter-over-quarter.
  • 36 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2022 and 9 closed out, a net change of +27 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2022 was Logan Stone Capital, an estimated $11.7M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2022 was Morgan Stanley, an estimated $10.9M sold.

Based on aggregated 13F filings for Q4 2022.