BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
22 hedge funds and large institutions have $18.5M invested in BlackRock CA Municipal Income Trust in 2014 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 4 reducing their positions, and 8 closing their positions.
75% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 4
0.78% less ownership
Funds ownership: 4.74% → 3.96% (-0.78%)
11% less capital invested
Capital invested by funds: $20.7M → $18.5M (-$2.2M)
21% less funds holding
Funds holding: 28 → 22 (-6)
75% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 8
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.1M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$222K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$205K |
| 4 |
LPL Financial
San Diego,
California
|
+$196K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$86.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWP
Private Wealth Partners
Mill Valley,
California
|
-$1.69M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.32M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$866K |
| 4 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
-$366K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$353K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
SG Americas Securities
New York
| – | -$314K | -22,957 | Closed |
|
|
VKH
27
Virtu KCG Holdings
New York
| – | -$265K | -19,335 | Closed |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| – | -$150K | -10,987 | Closed |
|
29
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$142K | -10,363 | Closed |
|
30
Envestnet Asset Management
Chicago,
Illinois
| – | -$14K | -1,028 | Closed |
|
BFZ Hedge Fund Activity: Q1 2014 in Review
22 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2014, worth a combined $18.5M — down 11% from $20.7M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of BFZ and 2 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 7 added.
The largest buyer was Morgan Stanley, adding an estimated $1.1M. The largest seller was Private Wealth Partners, exiting entirely with an estimated $1.69M sold.
- 22 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2014, down from 28 in Q4 2013.
- Funds reported $18.5M of BlackRock CA Municipal Income Trust stock for Q1 2014, down 11% quarter-over-quarter.
- 2 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2014 and 8 closed out, a net change of -6 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q1 2014 was Morgan Stanley, an estimated $1.1M added.
- The largest BlackRock CA Municipal Income Trust seller in Q1 2014 was Private Wealth Partners, an estimated $1.69M sold.
Based on aggregated 13F filings for Q1 2014.