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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

42 hedge funds and large institutions have $31.4M invested in BlackRock CA Municipal Income Trust in 2016 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 3

20% more funds holding

Funds holding: 3542 (+7)

0.25% more ownership

Funds ownership: 6.55%6.8% (+0.25%)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

9% less capital invested

Capital invested by funds: $34.5M → $31.4M (-$3.09M)

Holders
42
Holders Change
+7
Holders Change %
+20%
% of All Funds
1.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
10
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GC
1
Guggenheim Capital
Illinois
$6.14M -$358K -23,750 -5%
UBS Group
2
UBS Group
Switzerland
$4.94M +$42.3K +2,810 +0.8%
Morgan Stanley
3
Morgan Stanley
New York
$3.42M +$45.2K +3,003 +1%
Invesco
4
Invesco
Georgia
$3.02M -$880K -58,432 -22%
LPL Financial
5
LPL Financial
California
$2.38M +$91.3K +6,066 +4%
LCM
6
Laurion Capital Management
New York
$1.83M +$1.9M +126,007 New
Bank of America
7
Bank of America
North Carolina
$1.34M -$123K -8,168 -8%
Wells Fargo
8
Wells Fargo
California
$876K -$77.8K -5,168 -8%
MIC
9
Meridian Investment Counsel
California
$779K +$320K +21,250 +65%
DA
10
Doliver Advisors
Texas
$722K +$751K +49,844 New
RJFSA
11
Raymond James Financial Services Advisors
Florida
$642K -$73.4K -4,872 -10%
CRC
12
Curi RMB Capital
Illinois
$541K +$562K +37,349 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$433K -$10.1K -673 -2%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$418K +$18.3K +1,218 +4%
RJA
15
Raymond James & Associates
Florida
$405K -$57.8K -3,840 -12%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$354K -$99.5K -6,610 -21%
Kayne Anderson Rudnick Investment Management
17
Kayne Anderson Rudnick Investment Management
California
$298K
WAM
18
Weiss Asset Management
Massachusetts
$298K +$310K +20,569 New
HCM
19
Hollencrest Capital Management
California
$262K +$29.1K +1,932 +12%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$256K
IWMPD
21
Integrated Wealth Management (Palm Desert)
California
$226K +$235K +15,625 New
Squarepoint
22
Squarepoint
New York
$223K +$232K +15,400 New
GI
23
Glovista Investments
New Jersey
$217K -$527K -35,000 -70%
VKH
24
Virtu KCG Holdings
New York
$211K +$219K +14,530 New
CG
25
Caprock Group
Idaho
$199K +$206K +13,700 New

BFZ Hedge Fund Activity: Q4 2016 in Review

42 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2016, worth a combined $31.4M — down 9% from $34.5M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BFZ positions and 3 closed out — a net gain of 7 holders — while 10 added to existing stakes and 11 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $1.9M. The largest seller was Advisors Asset Management, exiting entirely with an estimated $1.59M sold.

  • 42 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2016, up from 35 in Q3 2016.
  • Funds reported $31.4M of BlackRock CA Municipal Income Trust stock for Q4 2016, down 9% quarter-over-quarter.
  • 10 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2016 and 3 closed out, a net change of +7 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2016 was Laurion Capital Management, an estimated $1.9M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2016 was Advisors Asset Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q4 2016.