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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

24 hedge funds and large institutions have $19.2M invested in BlackRock CA Municipal Income Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

9% more funds holding

Funds holding: 2224 (+2)

9% more capital invested

Capital invested by funds: $17.7M → $19.2M (+$1.52M)

0.41% more ownership

Funds ownership: 3.74%4.15% (+0.41%)

Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
5
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$6.32M -$390K -26,799 -6%
GC
2
Guggenheim Capital
Illinois
$2.59M +$263K +18,052 +11%
LPL Financial
3
LPL Financial
California
$1.65M -$8.71K -598 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$1.57M -$140K -9,637 -8%
Bank of America
5
Bank of America
North Carolina
$966K +$17.6K +1,211 +2%
WAM
6
Wolverine Asset Management
Illinois
$887K +$891K +61,175 New
BCM
7
Blume Capital Management
California
$821K +$512K +35,164 +164%
DA
8
Doliver Advisors
Texas
$702K +$705K +48,439 New
Invesco
9
Invesco
Georgia
$584K -$512K -35,138 -47%
MIC
10
Meridian Investment Counsel
California
$551K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$448K +$194K +13,328 +76%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$435K +$437K +30,000 New
Deutsche Bank
13
Deutsche Bank
Germany
$359K
Wells Fargo
14
Wells Fargo
California
$301K -$17.7K -1,218 -6%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$256K
HCM
16
Hollencrest Capital Management
California
$234K
LCM
17
Landscape Capital Management
New Jersey
$170K +$171K +11,720 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$93K +$64.1K +4,400 +220%
RFA
19
Reilly Financial Advisors
California
$76K +$306 +21 +0.4%
WT
20
Whittier Trust
California
$70K
Creative Planning
21
Creative Planning
Kansas
$50K +$28.9K +1,986 +136%
Citigroup
22
Citigroup
New York
$36K
OIA
23
Optimum Investment Advisors
Illinois
$19K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$9K
PWM
25
Perigon Wealth Management
California
-$290K -19,576 Closed

BFZ Hedge Fund Activity: Q3 2014 in Review

24 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2014, worth a combined $19.2M — up 8.6% from $17.7M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BFZ positions and 2 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Wolverine Asset Management, opening a new position worth an estimated $891K. The largest seller was Invesco, cutting an estimated $512K.

  • 24 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2014, up from 22 in Q2 2014.
  • Funds reported $19.2M of BlackRock CA Municipal Income Trust stock for Q3 2014, up 8.6% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2014 and 2 closed out, a net change of +2 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2014 was Wolverine Asset Management, an estimated $891K added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2014 was Invesco, an estimated $512K sold.

Based on aggregated 13F filings for Q3 2014.