We are live on ! Find out more
BSTZ icon

BlackRock Science and Technology Term Trust

31 hedge funds and large institutions have $117M invested in BlackRock Science and Technology Term Trust in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 5 increasing their positions, 3 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more funds holding

Funds holding: 1631 (+15)

67% more repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 3

51% more capital invested

Capital invested by funds: $78M → $117M (+$39.4M)

2.61% more ownership

Funds ownership: 5.02%7.63% (+2.6%)

Holders
31
Holders Change
+15
Holders Change %
+93.75%
% of All Funds
0.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
5
Reduced
3
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$58M +$22.2M +1,109,777 +65%
UBS Group
2
UBS Group
Switzerland
$20.2M +$7.39M +368,853 +60%
RJA
3
Raymond James & Associates
Florida
$12.4M -$150K -7,497 -1%
Bank of America
4
Bank of America
North Carolina
$8.37M +$1.26M +62,895 +18%
Stifel Financial
5
Stifel Financial
Missouri
$2.79M -$84.7K -4,231 -3%
Truist Financial
6
Truist Financial
North Carolina
$2.71M +$2.64M +131,960 New
RCM
7
Rivernorth Capital Management
Florida
$2.35M +$2.29M +114,423 New
Wells Fargo
8
Wells Fargo
California
$2.06M -$34.3K -1,715 -2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.49M +$1.24M +62,065 +591%
WAM
10
Wolverine Asset Management
Illinois
$1.33M +$1.3M +65,005 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$935K +$377K +18,841 +70%
AG
12
Advisor Group
Arizona
$865K +$845K +42,200 New
First Trust Advisors
13
First Trust Advisors
Illinois
$738K
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$457K +$446K +22,293 New
RJT
15
Raymond James Trust
Florida
$308K
JMPWA
16
JP Morgan Private Wealth Advisors
California
$303K
DIM
17
Delta Investment Management
California
$296K +$289K +14,450 New
OC
18
Oppenheimer & Co
New York
$256K +$250K +12,487 New
BRWM
19
B. Riley Wealth Management
Tennessee
$227K +$221K +11,050 New
Ameriprise
20
Ameriprise
Minnesota
$213K +$206K +10,294 New
TNA
21
True North Advisors
Texas
$205K +$200K +10,000 New
WIA
22
Wealthstreet Investment Advisors
Texas
$202K +$197K +9,850 New
FIA
23
FNY Investment Advisers
New York
$138K +$136K +6,770 New
EP
24
Eudaimonia Partners
Tennessee
$115K +$112K +5,600 New
BlackRock
25
BlackRock
New York
$103K

BSTZ Hedge Fund Activity: Q4 2019 in Review

31 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in BlackRock Science and Technology Term Trust (BSTZ) for Q4 2019, worth a combined $117M — up 51% from $78M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new BSTZ positions and 0 closed out — a net gain of 17 holders — while 5 added to existing stakes and 3 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.2M. The largest seller was Raymond James & Associates, cutting an estimated $150K.

  • 31 institutional investors held BlackRock Science and Technology Term Trust (BSTZ) as of Q4 2019, up from 16 in Q3 2019.
  • Funds reported $117M of BlackRock Science and Technology Term Trust stock for Q4 2019, up 51% quarter-over-quarter.
  • 17 funds opened new BlackRock Science and Technology Term Trust positions in Q4 2019 and 0 closed out, a net change of +17 holders.
  • The largest BlackRock Science and Technology Term Trust buyer in Q4 2019 was Morgan Stanley, an estimated $22.2M added.
  • The largest BlackRock Science and Technology Term Trust seller in Q4 2019 was Raymond James & Associates, an estimated $150K sold.

Based on aggregated 13F filings for Q4 2019.