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BlackRock Science and Technology Term Trust

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: 81104 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
76
Advisory Services Network
Georgia
$25K +$27.2K +1,600 New
CA
77
Clearstead Advisors
Ohio
$20.7K
FWM
78
Focused Wealth Management
New York
$20K -$26.2K -1,541 -55%
MCC
79
Money Concepts Capital
Florida
$18.8K +$20.4K +1,200 New
IGWM
80
ICA Group Wealth Management
Colorado
$17.5K +$19K +1,120 New
Bessemer Group
81
Bessemer Group
New Jersey
$16K +$17.4K +1,026 New
S
82
SignatureFD
Georgia
$15.6K
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$15.6K +$17K +1,000 New
RG
84
Retirement Group
California
$15K +$15.8K +928 New
JWA
85
JFS Wealth Advisors
Pennsylvania
$14.9K +$255 +15 +2%
MRCM
86
M&R Capital Management
New Jersey
$14.2K +$15.4K +905 New
AA
87
Ancora Advisors
Ohio
$14K
IA
88
IFP Advisors
Florida
$14K +$527 +31 +5%
BAM
89
Belpointe Asset Management
Nevada
$12.5K +$13.6K +800 New
GRP
90
Global Retirement Partners
California
$11.7K
LFG
91
Larson Financial Group
Missouri
$10.9K +$1.7K +100 +17%
First Manhattan
92
First Manhattan
New York
$8.05K +$8.76K +515 New
GWM
93
Geneos Wealth Management
Colorado
$7.04K +$7.65K +450 New
SGC
94
Slocum, Gordon & Co
Rhode Island
$4.3K +$4.67K +275 New
TRCT
95
Tower Research Capital (TRC)
New York
$4K +$4.33K +255 New
PMFA
96
Plante Moran Financial Advisors
Michigan
$3.49K -$17.5K -1,027 -82%
CP
97
Castleview Partners
Texas
$2.67K +$2.91K +171 New
SWM
98
Sugarloaf Wealth Management
Georgia
$1.92K +$2.09K +123 New
BHWM
99
Beaird Harris Wealth Management
Texas
$1.56K
RBC
100
Romano Brothers & Co
Illinois
$1.3K +$1.41K +83 New

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.