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BlackRock Science and Technology Term Trust

107 hedge funds and large institutions have $399M invested in BlackRock Science and Technology Term Trust in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

49% more capital invested

Capital invested by funds: $268M → $399M (+$131M)

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

25% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 16

9.81% more ownership

Funds ownership: 20.8%30.61% (+9.8%)

3% more funds holding

Funds holding: 104107 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
107
Holders Change
+3
Holders Change %
+2.88%
% of All Funds
1.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
20
Increased
42
Reduced
32
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HWA
101
HHM Wealth Advisors
Tennessee
$3.41K -$6.6K -408 -67%
AA
102
Ancora Advisors
Ohio
$3.01K -$14.9K -923 -84%
VNA
103
Valley National Advisers
Pennsylvania
$2K
FWM
104
Focused Wealth Management
New York
$1.98K -$18.9K -1,169 -91%
AF
105
Allworth Financial
California
$245 +$16 +1 +7%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$67 +$49 +3 +300%
BFO
107
Biltmore Family Office
North Carolina
-$473K -28,659 Closed
FWP
108
Firethorn Wealth Partners
Georgia
-$340K -20,622 Closed
EP
109
Eudaimonia Partners
Tennessee
-$327K -19,818 Closed
RJT
110
Raymond James Trust
Florida
-$277K -16,800 Closed
TCA
111
Transcend Capital Advisors
New Jersey
-$257K -15,559 Closed
SWM
112
SeaCrest Wealth Management
New York
-$252K -15,245 Closed
VF
113
Virtu Financial
New York
-$220K -13,358 Closed
Creative Planning
114
Creative Planning
Kansas
-$208K -12,615 Closed
WLPWM
115
Walled Lake Planning & Wealth Management
Illinois
-$195K -11,801 Closed
IC
116
IEQ Capital
California
-$176K -10,687 Closed
AW
117
Atlas Wealth
Ohio
-$170K -10,312 Closed
AFG
118
Atomi Financial Group
New York
-$167K -10,115 Closed
KAS
119
Kestra Advisory Services
Texas
-$167K -10,093 Closed
CF
120
Centaurus Financial
California
-$161K -9,746 Closed
AIM
121
Anchor Investment Management
South Carolina
-$28.9K -1,750 Closed
TRCT
122
Tower Research Capital (TRC)
New York
-$3.3K -200 Closed

BSTZ Hedge Fund Activity: Q4 2023 in Review

107 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2023, worth a combined $399M — up 49% from $268M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BSTZ positions and 16 closed out — a net gain of 4 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was Saba Capital Management, adding an estimated $50M. The largest seller was Wells Fargo, cutting an estimated $4.32M.

  • 107 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2023, up from 104 in Q3 2023.
  • Funds reported $399M of BlackRock Science and Technology Term Trust stock for Q4 2023, up 49% quarter-over-quarter.
  • 20 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2023 and 16 closed out, a net change of +4 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2023 was Saba Capital Management, an estimated $50M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2023 was Wells Fargo, an estimated $4.32M sold.

Based on aggregated 13F filings for Q4 2023.