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 %
UPS
51
UHLMANN PRICE SECURITIES
Illinois
$416K 55,932 -9,767 -15%
NA
52
NewEdge Advisors
Louisiana
$311K 41,802 -5,495 -12%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$297K 39,932 -7,760 -16%
Osaic Holdings
54
Osaic Holdings
Arizona
$262K 35,226 +4,966 +16%
D.E. Shaw & Co
55
D.E. Shaw & Co
New York
$261K 35,139 -15,614 -31%
HighTower Advisors
56
HighTower Advisors
Illinois
$257K 34,522 +1,255 +4%
AWS
57
Atria Wealth Solutions
New York
$216K 29,000 -8,700 -23%
VF
58
Virtu Financial
New York
$210K 28,246 +2,981 +12%
CIA
59
Concurrent Investment Advisors
Florida
$197K 26,467 +26,467 New
CW
60
CreativeOne Wealth
Kansas
$195K 26,212 +26,212 New
SIC
61
Samalin Investment Counsel
New York
$185K 24,821 +13,221 +114%
Wells Fargo
62
Wells Fargo
California
$184K 24,681 -14,005 -36%
PVI
63
Pine Valley Investments
New Jersey
$172K 23,182 -23,330 -50%
MWM
64
Modera Wealth Management
New Jersey
$163K 21,923 +733 +3%
IP
65
Ignite Planners
California
$155K 20,379 -758 -4%
LFAS
66
Level Four Advisory Services
Texas
$152K 20,453 +73 +0.4%
WCM
67
Winebrenner Capital Management
Kentucky
$149K 20,000 +20,000 New
Mariner
68
Mariner
Kansas
$136K 18,317 +7,679 +72%
Cambridge Investment Research Advisors
69
Cambridge Investment Research Advisors
Iowa
$130K 17,408 -3,903 -18%
PI
70
PFG Investments
New York
$129K 17,317 -2,433 -12%
P
71
&Partners
Tennessee
$127K 16,668 +5,425 +48%
VIPI
72
Vista Investment Partners II
Indiana
$121K 16,206 +16,206 New
YCM
73
Yakira Capital Management
Connecticut
$119K 16,000 +16,000 New
DWM
74
Dakota Wealth Management
Florida
$116K 15,624 -6,286 -29%
BRWA
75
B. Riley Wealth Advisors
Florida
$113K 15,148 -13,348 -47%
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