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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
+$11.7M |
| 2 |
SCM
Saba Capital Management
New York
|
+$8.91M |
| 3 |
QC
Quantedge Capital
Singapore
|
+$7.22M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.07M |
| 5 |
MP
Mangrove Partners
Greenwich,
Connecticut
|
+$4.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$10.9M |
| 2 |
AWA
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
|
-$8.79M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$8.51M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.36M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$2.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VNA
101
Valley National Advisers
Bethlehem,
Pennsylvania
| $1K | – | – | – |
|
|
AF
102
Allworth Financial
Folsom,
California
| $206 | +$221 | +13 | New |
|
103
Fidelity Investments
Boston,
Massachusetts
| $31 | +$34 | +2 | New |
|
|
NA
104
NewEdge Advisors
New Orleans,
Louisiana
| $23 | +$25.4K | +1,497 | New |
|
105
Cohen & Steers
New York
| – | -$395K | -22,390 | Closed |
|
|
BRWA
106
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$228K | -12,897 | Closed |
|
|
CA
107
Cetera Advisors
Denver,
Colorado
| – | -$189K | -10,719 | Closed |
|
|
EIP
108
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$49K | -2,813 | Closed |
|
|
SWM
109
Selective Wealth Management
Forest,
Virginia
| – | -$26K | -1,468 | Closed |
|
|
CA
110
Crewe Advisors
Salt Lake City,
Utah
| – | -$22K | -1,220 | Closed |
|
|
ARIS
111
Advanced Research Investment Solutions
Los Angeles,
California
| – | -$9K | -525 | Closed |
|
|
MAM
112
Meeder Asset Management
Dublin,
Ohio
| – | -$2K | -115 | Closed |
|
|
WWMSC
113
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| – | -$2K | -100 | Closed |
|
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.