BTX

BlackRock Technology and Private Equity Term Trust
BTX

Overview Fund Activity

110 hedge funds and large institutions have $746M invested in BlackRock Technology and Private Equity Term Trust in 2024 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 16 closing their positions.

Holders
110
Holders Change
–
Holders Change %
0%
% of All Funds
1.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
20
Increased
36
Reduced
44
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SCM
1
Saba Capital Management
New York
$448M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.52M
3
AIA
3
Absolute Investment Advisers
Florida
$9.44M
4
QL
4
Quarry LP
New York
$3.81M
5
BI
5
Bulldog Investors
New Jersey
$2.18M

Top Sellers

1
Lazard Asset Management
1
Lazard Asset Management
New York
$18.3M
2
Bank of America
2
Bank of America
North Carolina
$11.7M
3
SC
3
Sessa Capital
New York
$15M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$17.6M
5
KIM
5
Karpus Investment Management
New York
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Capstone Investment Advisors
26
Capstone Investment Advisors
New York
$1.92M 258,502 +17,643 +7%
PIWA
27
Prevail Innovative Wealth Advisors
Kansas
$1.92M 258,468 -4,447 -2%
OC
28
Oppenheimer & Co
New York
$1.76M 236,740 +27,424 +13%
Stifel Financial
29
Stifel Financial
Missouri
$1.6M 214,878 -50,745 -19%
QC
30
Quantedge Capital
Singapore
$1.53M 205,729 -206,463 -50%
AC
31
Almitas Capital
California
$1.44M 193,153 -81,289 -30%
SA
32
Sanctuary Advisors
Indiana
$1.37M 166,421 -25,285 -13%
CA
33
Corrado Advisors
New Jersey
$1.32M 177,777 -28,772 -14%
CL
34
CSS LLC
Illinois
$1.16M 155,349 +6,572 +4%
MC
35
Matisse Capital
Oregon
$1.04M 139,734 -25,127 -15%
RAM
36
Readystate Asset Management
Illinois
$979K 131,597 +131,597 New
WAM
37
Wolverine Asset Management
Illinois
$949K 127,614 +118,814 +1,350%
VEA
38
Virtus ETF Advisers
New York
$929K 124,829 +3,709 +3%
Jane Street
39
Jane Street
New York
$903K 121,350 +60,278 +99%
WS
40
Wedbush Securities
California
$819K 110,138 +10,854 +11%
FA
41
Fountainhead AM
New Jersey
$803K 107,978 – –
PAG
42
Private Advisor Group
New Jersey
$783K 105,256 +330 +0.3%
SPIA
43
Steward Partners Investment Advisory
New York
$638K 85,686 +3,245 +4%
CD
44
Chapin Davis
Maryland
$630K 83,485 – –
Baird Financial Group
45
Baird Financial Group
Wisconsin
$600K 80,652 -6,100 -7%
Allspring Global Investments
46
Allspring Global Investments
North Carolina
$595K 79,963 -47,048 -37%
SFS
47
Shaker Financial Services
Virginia
$591K 79,490 +69,337 +683%
LPL Financial
48
LPL Financial
California
$571K 76,734 +10,897 +17%
LCM
49
Landscape Capital Management
New Jersey
$557K 74,802 +74,802 New
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$501K 67,343 -2,933 -4%
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