BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
28 hedge funds and large institutions have $20.7M invested in BlackRock CA Municipal Income Trust in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.
267% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 3
40% more funds holding
Funds holding: 20 → 28 (+8)
4% more capital invested
Capital invested by funds: $19.8M → $20.7M (+$840K)
0.3% more ownership
Funds ownership: 4.44% → 4.74% (+0.3%)
38% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Private Wealth Partners
Mill Valley,
California
|
+$393K |
| 2 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$369K |
| 3 |
DA
Doliver Advisors
Houston,
Texas
|
+$355K |
| 4 |
SG Americas Securities
New York
|
+$316K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$266K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$915K |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$244K |
| 3 |
MA
MUFG Americas
New York
|
-$208K |
| 4 |
PP
Paloma Partners
Greenwich,
Connecticut
|
-$144K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$124K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Envestnet Asset Management
Chicago,
Illinois
| $14K | +$14.2K | +1,028 | New |
|
|
BCM
27
Blume Capital Management
Berkeley,
California
| $11K | +$10.7K | +780 | New |
|
|
LTFS
28
Ladenburg Thalmann Financial Services
Miami,
Florida
| $8K | – | – | – |
|
|
MA
29
MUFG Americas
New York
| – | -$208K | -14,817 | Closed |
|
|
PP
30
Paloma Partners
Greenwich,
Connecticut
| – | -$144K | -10,288 | Closed |
|
31
Creative Planning
Overland Park,
Kansas
| – | -$23K | -1,622 | Closed |
|
BFZ Hedge Fund Activity: Q4 2013 in Review
28 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2013, worth a combined $20.7M — up 4.2% from $19.8M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new BFZ positions and 3 closed out — a net gain of 8 holders — while 5 added to existing stakes and 8 trimmed.
The largest buyer was Private Wealth Partners, adding an estimated $393K. The largest seller was Invesco, cutting an estimated $915K.
- 28 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2013, up from 20 in Q3 2013.
- Funds reported $20.7M of BlackRock CA Municipal Income Trust stock for Q4 2013, up 4.2% quarter-over-quarter.
- 11 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2013 and 3 closed out, a net change of +8 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q4 2013 was Private Wealth Partners, an estimated $393K added.
- The largest BlackRock CA Municipal Income Trust seller in Q4 2013 was Invesco, an estimated $915K sold.
Based on aggregated 13F filings for Q4 2013.