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BFZ

BlackRock CA Municipal Income Trust
BFZ

Delisted

BFZ was delisted on the 6th of February, 2026.

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57 hedge funds and large institutions have $78.6M invested in BlackRock CA Municipal Income Trust in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

48% more capital invested

Capital invested by funds: $53.1M → $78.6M (+$25.5M)

12% more funds holding

Funds holding: 51 → 57 (+6)

7.14% more ownership

Funds ownership: 13.46% → 20.59% (+7.1%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
17
Reduced
23
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BPCM
Beach Point Capital Management
California
+$7.37M
2
SCM
Saba Capital Management
New York
+$6.88M
3
SIA
Sit Investment Associates
Minnesota
+$4.56M
4
KIM
Karpus Investment Management
New York
+$3.98M
5
RCM
Rivernorth Capital Management
Florida
+$2.04M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$3.58M
2
CRC
Curi RMB Capital
Illinois
-$2.43M
3
JMPWA
JP Morgan Private Wealth Advisors
California
-$744K
4
CA
Cetera Advisors
Colorado
-$318K
5
WAM
Wolverine Asset Management
Illinois
-$233K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$482K -$8.18K -673 -2%
FFA
27
First Foundation Advisors
California
$464K +$218K +17,957 +86%
RJA
28
Raymond James & Associates
Florida
$332K -$168K -13,800 -33%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$319K -$69.1K -5,685 -18%
LTFS
30
Ladenburg Thalmann Financial Services
Florida
$277K +$261K +21,500 +1,303%
GI
31
Glovista Investments
New Jersey
$275K -$109K -9,000 -28%
VIM
32
Vista Investment Management
Pennsylvania
$273K +$140K +11,525 +102%
VCM
33
Vivaldi Capital Management
Illinois
$272K -$41.8K -3,437 -13%
DADC
34
D.A. Davidson & Co
Montana
$250K -$85.9K -7,069 -25%
Kayne Anderson Rudnick Investment Management
35
Kayne Anderson Rudnick Investment Management
California
$246K – – –
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$245K +$249K +20,475 New
Millennium Management
37
Millennium Management
New York
$233K +$237K +19,461 New
LNWWM
38
Laird Norton Wetherby Wealth Management
California
$210K +$5.76K +474 +3%
TSS
39
Two Sigma Securities
New York
$202K -$24.6K -2,026 -11%
CA
40
Cetera Advisors
Colorado
$197K -$318K -26,150 -61%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$186K -$2.03K -167 -1%
Citadel Advisors
42
Citadel Advisors
Florida
$182K +$185K +15,230 New
Ameriprise
43
Ameriprise
Minnesota
$166K -$1.04K -86 -0.6%
RJFSA
44
Raymond James Financial Services Advisors
Florida
$134K -$10.1K -833 -7%
TJHA
45
Thomas J. Herzfeld Advisors
Florida
$96K +$97.2K +8,000 New
IA
46
IFP Advisors
Florida
$71K -$6.08K -500 -8%
RFA
47
Reilly Financial Advisors
California
$59K -$25K -2,060 -30%
BCM
48
Blume Capital Management
California
$36K -$70.5K -5,800 -66%
AF
49
Allworth Financial
California
$30K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$26K – – –
1
2
3

BFZ Hedge Fund Activity: Q4 2018 in Review

57 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2018, worth a combined $78.6M — up 48% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BFZ positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $7.37M. The largest seller was UBS Group, cutting an estimated $3.58M.

  • 57 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2018, up from 51 in Q3 2018.
  • Funds reported $78.6M of BlackRock CA Municipal Income Trust stock for Q4 2018, up 48% quarter-over-quarter.
  • 10 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2018 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2018 was Beach Point Capital Management, an estimated $7.37M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2018 was UBS Group, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2018.