BTX

BlackRock Technology and Private Equity Term Trust

111 hedge funds and large institutions have $371M invested in BlackRock Technology and Private Equity Term Trust in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 35 reducing their positions, and 16 closing their positions.

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
24
Increased
38
Reduced
35
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$59.6M 8,755,922 -594,804 -6%
SCM
2
Saba Capital Management
New York
$43.3M 6,354,411 +4,960,391 +356%
CA
3
Cornerstone Advisors
North Carolina
$28.8M 4,223,756 -31,985 -0.8%
QC
4
Quantedge Capital
Singapore
$28.1M 4,128,935 +987,313 +31%
COLIM
5
City of London Investment Management
United Kingdom
$23.6M 3,454,095 +1,569,045 +83%
WAM
6
Weiss Asset Management
Massachusetts
$20.7M 3,040,783 +2,556,295 +528%
Bank of America
7
Bank of America
North Carolina
$17.4M 2,553,630 -515,022 -17%
CCP
8
Clough Capital Partners
Massachusetts
$15.2M 2,230,347 +1,958,961 +722%
RJA
9
Raymond James & Associates
Florida
$12.9M 1,895,253 -329,378 -15%
Lazard Asset Management
10
Lazard Asset Management
New York
$10.7M 1,576,634
UBS Group
11
UBS Group
Switzerland
$10M 1,473,602 -515,150 -26%
LSC
12
Logan Stone Capital
Illinois
$9.97M 1,464,392 +1,256,691 +605%
OFG
13
OTA Financial Group
New York
$8.69M 1,276,755 +902,765 +241%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$7.51M 1,103,092 +864,578 +362%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.66M 978,127 +15,166 +2%
Wells Fargo
16
Wells Fargo
California
$5.56M 816,620 -68,647 -8%
1CP
17
1607 Capital Partners
Virginia
$5.43M 797,744 +283,844 +55%
WAM
18
Wolverine Asset Management
Illinois
$5.28M 775,137 +471,798 +156%
LPL Financial
19
LPL Financial
California
$5.09M 747,150 -79,491 -10%
MP
20
Mangrove Partners
Connecticut
$4.98M 731,181
Stifel Financial
21
Stifel Financial
Missouri
$3.89M 570,788 -72,613 -11%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.89M 570,542 +45,154 +9%
RCM
23
Rivernorth Capital Management
Florida
$3.26M 478,122 -660,562 -58%
Ameriprise
24
Ameriprise
Minnesota
$2.63M 386,838 -29,272 -7%
TJHA
25
Thomas J. Herzfeld Advisors
Florida
$2.54M 373,379 +372,681 +53,393%