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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
Morgan Stanley
1
Morgan Stanley
New York
$103M +$41.6M +2,573,055 +72%
SCM
2
Saba Capital Management
New York
$59.5M +$50M +3,092,054 +662%
KIM
3
Karpus Investment Management
New York
$22.7M +$1.5M +92,824 +7%
UBS Group
4
UBS Group
Switzerland
$17.8M -$4.17M -257,911 -20%
Invesco
5
Invesco
Georgia
$17M +$589K +36,408 +4%
RJA
6
Raymond James & Associates
Florida
$14.5M -$165K -10,200 -1%
RCM
7
Rivernorth Capital Management
Florida
$12.9M +$12.5M +770,783 New
1CP
8
1607 Capital Partners
Virginia
$12.3M +$1.81M +112,138 +18%
Bank of America
9
Bank of America
North Carolina
$10.5M -$1.16M -71,699 -10%
Lazard Asset Management
10
Lazard Asset Management
New York
$10.3M
QC
11
Quantedge Capital
Singapore
$10.1M +$3.92M +242,200 +67%
AA
12
AQR Arbitrage
Connecticut
$9.77M +$5.38M +332,579 +132%
LCM
13
Landscape Capital Management
New Jersey
$9.49M +$7.83M +484,356 +579%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.84M +$151K +9,321 +2%
WS
15
Wedbush Securities
California
$7.4M +$201K +12,438 +3%
WAM
16
Wolverine Asset Management
Illinois
$5.76M +$3.39M +209,498 +155%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$5.5M +$34.8K +2,151 +0.7%
RL
18
RPO LLC
Connecticut
$4.37M +$112K +6,900 +3%
COLIM
19
City of London Investment Management
United Kingdom
$3.76M
LPL Financial
20
LPL Financial
California
$3.47M -$80.5K -4,979 -2%
Wealth Enhancement Advisory Services
21
Wealth Enhancement Advisory Services
Minnesota
$3.19M +$364K +22,502 +13%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.76M -$827K -51,164 -24%
LA
23
LM Advisors
California
$2.44M +$2.36M +146,239 New
MC
24
Matisse Capital
Oregon
$2.26M +$889K +55,000 +69%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$2.2M +$938K +57,975 +79%

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.