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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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45 hedge funds and large institutions have $37.2M invested in BlackRock CA Municipal Income Trust in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 17 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

113% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 8

21% more capital invested

Capital invested by funds: $30.8M → $37.2M (+$6.36M)

18% more funds holding

Funds holding: 38 → 45 (+7)

1.79% more ownership

Funds ownership: 6.66% → 8.46% (+1.8%)

Holders
45
Holders Change
+7
Holders Change %
+18.42%
% of All Funds
1.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
17
Reduced
8
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
+$3.28M
2
SG Americas Securities
SG Americas Securities
New York
+$950K
3
LCM
Landscape Capital Management
New Jersey
+$852K
4
WAM
Wolverine Asset Management
Illinois
+$716K
5
Invesco
Invesco
Georgia
+$672K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$950K
2
DA
Doliver Advisors
Texas
-$351K
3
GC
Guggenheim Capital
Illinois
-$289K
4
LPL Financial
LPL Financial
California
-$158K
5
LWAC
Laurel Wealth Advisors (California)
California
-$151K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$6.3M +$342K +23,965 +6%
GC
2
Guggenheim Capital
Illinois
$5.9M -$289K -20,224 -5%
LCM
3
Laurion Capital Management
New York
$3.74M +$3.28M +229,866 +551%
Invesco
4
Invesco
Georgia
$2.79M +$672K +47,111 +30%
Morgan Stanley
5
Morgan Stanley
New York
$2.66M -$950K -66,569 -26%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$2.4M +$52.2K +3,656 +2%
AAM
7
Advisors Asset Management
Colorado
$1.37M +$464K +32,498 +48%
MIC
8
Meridian Investment Counsel
California
$1.22M -$4.28K -300 -0.3%
SG Americas Securities
9
SG Americas Securities
New York
$918K +$950K +66,595 New
WAM
10
Wolverine Asset Management
Illinois
$866K +$716K +50,188 +396%
Wells Fargo
11
Wells Fargo
California
$862K +$27.4K +1,924 +3%
LCM
12
Landscape Capital Management
New Jersey
$823K +$852K +59,705 New
Bank of America
13
Bank of America
North Carolina
$645K +$135K +9,450 +25%
DA
14
Doliver Advisors
Texas
$550K -$351K -24,602 -38%
CRC
15
Curi RMB Capital
Illinois
$524K +$542K +38,013 New
RJA
16
Raymond James & Associates
Florida
$515K +$143K +10,000 +36%
MWM
17
Merriman Wealth Management
Washington
$496K +$514K +36,000 New
VCM
18
Vivaldi Capital Management
Illinois
$467K +$103K +7,246 +27%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$446K +$143K +10,000 +45%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$396K +$7.12K +499 +2%
Millennium Management
21
Millennium Management
New York
$310K +$157K +10,985 +95%
GI
22
Glovista Investments
New Jersey
$303K +$99.9K +7,000 +47%
Kayne Anderson Rudnick Investment Management
23
Kayne Anderson Rudnick Investment Management
California
$284K – – –
CIBC Private Wealth Group
24
CIBC Private Wealth Group
Georgia
$243K – – –
Squarepoint
25
Squarepoint
New York
$234K +$242K +16,977 New
1
2

BFZ Hedge Fund Activity: Q4 2017 in Review

45 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2017, worth a combined $37.2M — up 21% from $30.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BFZ positions and 5 closed out — a net gain of 7 holders — while 17 added to existing stakes and 8 trimmed.

The largest buyer was Laurion Capital Management, adding an estimated $3.28M. The largest seller was Morgan Stanley, cutting an estimated $950K.

  • 45 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2017, up from 38 in Q3 2017.
  • Funds reported $37.2M of BlackRock CA Municipal Income Trust stock for Q4 2017, up 21% quarter-over-quarter.
  • 12 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2017 and 5 closed out, a net change of +7 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2017 was Laurion Capital Management, an estimated $3.28M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2017 was Morgan Stanley, an estimated $950K sold.

Based on aggregated 13F filings for Q4 2017.