We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

20 hedge funds and large institutions have $19.8M invested in BlackRock CA Municipal Income Trust in 2013 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 6

0.25% more ownership

Funds ownership: 4.19%4.44% (+0.25%)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0% less capital invested

Capital invested by funds: $19.9M → $19.8M (-$47K)

Holders
20
Holders Change
Holders Change %
0%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$5.97M +$2.11M +153,472 +57%
GC
2
Guggenheim Capital
Illinois
$3.82M -$287K -20,848 -7%
Invesco
3
Invesco
Georgia
$3.55M -$1.26M -91,550 -27%
LPL Financial
4
LPL Financial
California
$1.44M -$205K -14,904 -12%
PWP
5
Private Wealth Partners
California
$1.34M +$85.4K +6,200 +7%
Morgan Stanley
6
Morgan Stanley
New York
$1.23M +$279K +20,266 +30%
Bank of America
7
Bank of America
North Carolina
$656K +$39.6K +2,873 +7%
Deutsche Bank
8
Deutsche Bank
Germany
$512K +$461K +33,436 +1,101%
Wells Fargo
9
Wells Fargo
California
$390K -$46.2K -3,350 -11%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$272K -$92.2K -6,695 -26%
MA
11
MUFG Americas
New York
$208K +$20.9K +1,520 +11%
PP
12
Paloma Partners
Connecticut
$144K +$142K +10,288 New
SFSIG
13
San Francisco Sentry Investment Group
California
$69K
RFA
14
Reilly Financial Advisors
California
$67K +$317 +23 +0.5%
Citigroup
15
Citigroup
New York
$60K +$24.5K +1,777 +72%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$42K
Creative Planning
17
Creative Planning
Kansas
$23K -$7.76K -563 -26%
OIA
18
Optimum Investment Advisors
Illinois
$18K +$17.9K +1,300 New
NES
19
New England Securities
New York
$14K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$8K
FAAS
21
First Allied Advisory Services
California
-$158K -10,572 Closed
TRCT
22
Tower Research Capital (TRC)
New York
-$58K -3,925 Closed

BFZ Hedge Fund Activity: Q3 2013 in Review

20 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2013, worth a combined $19.8M — down 0.24% from $19.9M a quarter earlier.

Fund positioning in BFZ was balanced in Q3 2013: 2 funds opened new positions, 2 closed out, 8 added to existing stakes and 6 trimmed.

The largest buyer was UBS, adding an estimated $2.11M. The largest seller was Invesco, cutting an estimated $1.26M.

  • 20 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $19.8M of BlackRock CA Municipal Income Trust stock for Q3 2013, down 0.24% quarter-over-quarter.
  • 2 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2013 and 2 closed out, a net change of 0 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2013 was UBS, an estimated $2.11M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2013 was Invesco, an estimated $1.26M sold.

Based on aggregated 13F filings for Q3 2013.