BlackRock CA Municipal Income Trust
BFZ
BFZ was delisted on the 6th of February, 2026.
40 hedge funds and large institutions have $38.2M invested in BlackRock CA Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.
18% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 11
3% more capital invested
Capital invested by funds: $37.2M → $38.2M (+$989K)
0.75% more ownership
Funds ownership: 8.46% → 9.2% (+0.75%)
11% less funds holding
Funds holding: 45 → 40 (-5)
50% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.32M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$1.58M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$1.53M |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.3M |
| 5 |
MIG
Mariner Investment Group
Harrison,
New York
|
+$550K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LCM
Laurion Capital Management
New York
|
-$3.74M |
| 2 |
SG Americas Securities
New York
|
-$918K |
| 3 |
MWM
Merriman Wealth Management
Seattle,
Washington
|
-$496K |
| 4 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$243K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$241K |
BFZ Hedge Fund Activity: Q1 2018 in Review
40 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q1 2018, worth a combined $38.2M — up 2.7% from $37.2M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of BFZ and 5 opened new positions — a net loss of 5 holders — while 11 trimmed existing stakes and 13 added.
The largest buyer was UBS Group, adding an estimated $3.32M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $3.74M sold.
- 40 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q1 2018, down from 45 in Q4 2017.
- Funds reported $38.2M of BlackRock CA Municipal Income Trust stock for Q1 2018, up 2.7% quarter-over-quarter.
- 5 funds opened new BlackRock CA Municipal Income Trust positions in Q1 2018 and 10 closed out, a net change of -5 holders.
- The largest BlackRock CA Municipal Income Trust buyer in Q1 2018 was UBS Group, an estimated $3.32M added.
- The largest BlackRock CA Municipal Income Trust seller in Q1 2018 was Laurion Capital Management, an estimated $3.74M sold.
Based on aggregated 13F filings for Q1 2018.