BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
28 hedge funds and large institutions have $25.6M invested in BlackRock CA Municipal Income Trust in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 4
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
20% more capital invested
Capital invested by funds: $21.3M → $25.6M (+$4.25M)
8% more funds holding
Funds holding: 26 → 28 (+2)
0.7% more ownership
Funds ownership: 4.47% → 5.17% (+0.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.67M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$901K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$559K |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$383K |
| 5 |
LPL Financial
San Diego,
California
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCA
Samson Capital Advisors
New York
|
-$1.58M |
| 2 |
BCM
Blume Capital Management
Berkeley,
California
|
-$868K |
| 3 |
SG Americas Securities
New York
|
-$293K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$142K |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$75.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
26
Gupta Wealth Management
San Diego,
California
| $15K | +$14.6K | +946 | New |
|
|
BCM
27
Blume Capital Management
Berkeley,
California
| $6K | -$868K | -56,244 | -99% |
|
|
SCA
28
Samson Capital Advisors
New York
| – | -$1.58M | -105,341 | Closed |
|
|
29
SG Americas Securities
New York
| – | -$293K | -19,554 | Closed |
|
|
NPC
30
National Planning Corporation
El Segundo,
California
| – | -$17.9K | -1,170 | Closed |
|
|
BRWA
31
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$10 | -645 | Closed |
|
|
IC
32
Intersect Capital
San Ramon,
California
| – | +$32.3K | +2,090 | New |
|
BFZ Hedge Fund Activity: Q1 2015 in Review
28 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2015, worth a combined $25.6M — up 20% from $21.3M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BFZ positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 4 trimmed.
The largest buyer was UBS Group, adding an estimated $3.67M. The largest seller was Samson Capital Advisors, exiting entirely with an estimated $1.58M sold.
- 28 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2015, up from 26 in Q4 2014.
- Funds reported $25.6M of BlackRock CA Municipal Income Trust stock for Q1 2015, up 20% quarter-over-quarter.
- 6 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2015 and 4 closed out, a net change of +2 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q1 2015 was UBS Group, an estimated $3.67M added.
- The largest BlackRock CA Municipal Income Trust seller in Q1 2015 was Samson Capital Advisors, an estimated $1.58M sold.
Based on aggregated 13F filings for Q1 2015.