BlackRock Technology and Private Equity Term Trust
42 hedge funds and large institutions have $211M invested in BlackRock Technology and Private Equity Term Trust in 2021 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 14 increasing their positions, 1 reducing their positions, and 4 closing their positions.
1,300% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 1
375% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 4
146% more capital invested
Capital invested by funds: $85.8M → $211M (+$125M)
56% more funds holding
Funds holding: 27 → 42 (+15)
4.72% more ownership
Funds ownership: 0% → 4.72% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$73.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$20.9M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$14.4M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$10.3M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
-$5.08M |
| 2 |
EW
Evoke Wealth
Los Angeles,
California
|
-$508K |
| 3 |
WIA
Wealthstreet Investment Advisors
Dallas,
Texas
|
-$353K |
| 4 |
BRWM
B. Riley Wealth Management
Memphis,
Tennessee
|
-$124K |
| 5 |
SPIA
Steward Partners Investment Advisory
New York
|
-$2.03K |
BTX Hedge Fund Activity: Q2 2021 in Review
42 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in BlackRock Technology and Private Equity Term Trust (BTX) for Q2 2021, worth a combined $211M — up 146% from $85.8M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new BTX positions and 4 closed out — a net gain of 15 holders — while 14 added to existing stakes and 1 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $73.2M. The largest seller was TFG Asset Management, exiting entirely with an estimated $5.08M sold.
- 42 institutional investors held BlackRock Technology and Private Equity Term Trust (BTX) as of Q2 2021, up from 27 in Q1 2021.
- Funds reported $211M of BlackRock Technology and Private Equity Term Trust stock for Q2 2021, up 146% quarter-over-quarter.
- 19 funds opened new BlackRock Technology and Private Equity Term Trust positions in Q2 2021 and 4 closed out, a net change of +15 holders.
- The largest BlackRock Technology and Private Equity Term Trust buyer in Q2 2021 was Morgan Stanley, an estimated $73.2M added.
- The largest BlackRock Technology and Private Equity Term Trust seller in Q2 2021 was TFG Asset Management, an estimated $5.08M sold.
Based on aggregated 13F filings for Q2 2021.