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BlackRock Science and Technology Term Trust
BSTZ

16 hedge funds and large institutions have $78M invested in BlackRock Science and Technology Term Trust in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 1

443% more capital invested

Capital invested by funds: $14.4M → $78M (+$63.6M)

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

23% more funds holding

Funds holding: 13 → 16 (+3)

5.02% more ownership

Funds ownership: 0% → 5.02% (+5%)

Holders
16
Holders Change
+3
Holders Change %
+23.08%
% of All Funds
0.35%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$34.6M
2
UBS Group
UBS Group
Switzerland
+$12.7M
3
Bank of America
Bank of America
North Carolina
+$7.26M
4
RJA
Raymond James & Associates
Florida
+$4.68M
5
Stifel Financial
Stifel Financial
Missouri
+$2.33M

Top Sellers

Rank Fund Capital Flow
1
ESB
Essex Savings Bank
Connecticut
-$42K
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$17K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$35.6M +$34.6M +1,627,120 +1,759%
UBS Group
2
UBS Group
Switzerland
$12.8M +$12.7M +598,854 +3,390%
RJA
3
Raymond James & Associates
Florida
$12.7M +$4.68M +219,881 +56%
Bank of America
4
Bank of America
North Carolina
$7.15M +$7.26M +341,480 +8,760%
Stifel Financial
5
Stifel Financial
Missouri
$2.9M +$2.33M +109,404 +357%
Wells Fargo
6
Wells Fargo
California
$2.11M +$1.87M +87,739 +618%
SB
7
Suntrust Banks
Georgia
$1.56M +$3.19K +150 +0.2%
BTS
8
BB&T Securities
Virginia
$831K +$856K +40,257 New
First Trust Advisors
9
First Trust Advisors
Illinois
$746K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$554K +$250K +11,755 +78%
RJT
11
Raymond James Trust
Florida
$311K +$319K +15,000 New
JMPWA
12
JP Morgan Private Wealth Advisors
California
$307K +$315K +14,800 New
RJFSA
13
Raymond James Financial Services Advisors
Florida
$217K +$223K +10,495 New
BlackRock
14
BlackRock
New York
$104K – – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$31K -$17K -800 -35%
S
16
SignatureFD
Georgia
$31K – – –
ESB
17
Essex Savings Bank
Connecticut
– -$42K -2,000 Closed

BSTZ Hedge Fund Activity: Q3 2019 in Review

16 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q3 2019, worth a combined $78M — up 443% from $14.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BSTZ positions and 1 closed out — a net gain of 3 holders — while 8 added to existing stakes and 1 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.6M. The largest seller was Essex Savings Bank, exiting entirely with an estimated $42K sold.

  • 16 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q3 2019, up from 13 in Q2 2019.
  • Funds reported $78M of BlackRock Science and Technology Term Trust stock for Q3 2019, up 443% quarter-over-quarter.
  • 4 funds opened new BlackRock Science and Technology Term Trust positions in Q3 2019 and 1 closed out, a net change of +3 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q3 2019 was Morgan Stanley, an estimated $34.6M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q3 2019 was Essex Savings Bank, an estimated $42K sold.

Based on aggregated 13F filings for Q3 2019.