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BFZ

BlackRock CA Municipal Income Trust

Delisted

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.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 3

40% more funds holding

Funds holding: 2028 (+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

Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.81%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
5
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$6.07M +$253K +18,387 +4%
GC
2
Guggenheim Capital
Illinois
$3.74M +$15.7K +1,139 +0.4%
Invesco
3
Invesco
Georgia
$2.55M -$915K -66,386 -26%
PWP
4
Private Wealth Partners
California
$1.69M +$393K +28,500 +30%
LPL Financial
5
LPL Financial
California
$1.42M -$23.5K -1,709 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.16M -$35.2K -2,555 -3%
Bank of America
7
Bank of America
North Carolina
$673K +$35.1K +2,545 +5%
MIC
8
Meridian Investment Counsel
California
$520K +$523K +38,000 New
WAM
9
Weiss Asset Management
Massachusetts
$366K +$369K +26,782 New
DA
10
Doliver Advisors
Texas
$353K +$355K +25,802 New
Wells Fargo
11
Wells Fargo
California
$331K -$49.3K -3,578 -13%
SG Americas Securities
12
SG Americas Securities
New York
$314K +$316K +22,957 New
VKH
13
Virtu KCG Holdings
New York
$265K +$266K +19,335 New
Deutsche Bank
14
Deutsche Bank
Germany
$256K -$244K -17,707 -49%
FAAS
15
First Allied Advisory Services
California
$164K +$165K +11,972 New
HCM
16
Hollencrest Capital Management
California
$157K +$158K +11,493 New
WAM
17
Wolverine Asset Management
Illinois
$150K +$151K +10,987 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$142K -$124K -8,991 -46%
RFA
19
Reilly Financial Advisors
California
$71K +$7.21K +523 +11%
SFSIG
20
San Francisco Sentry Investment Group
California
$67K
WT
21
Whittier Trust
California
$66K +$66.6K +4,835 New
Citigroup
22
Citigroup
New York
$47K -$11.3K -819 -19%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$27K -$13.8K -1,000 -33%
OIA
24
Optimum Investment Advisors
Illinois
$18K
NES
25
New England Securities
New York
$14K

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.