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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

47 hedge funds and large institutions have $47.4M invested in BlackRock CA Municipal Income Trust in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 4

88% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 8

24% more capital invested

Capital invested by funds: $38.2M → $47.4M (+$9.2M)

18% more funds holding

Funds holding: 4047 (+7)

2.19% more ownership

Funds ownership: 9.2%11.4% (+2.2%)

Holders
47
Holders Change
+7
Holders Change %
+17.5%
% of All Funds
1.08%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
15
Reduced
8
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.65M +$442K +34,038 +5%
GC
2
Guggenheim Capital
Illinois
$6.05M +$311K +23,908 +5%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$5.6M +$1.77M +136,489 +47%
LCM
4
Laurion Capital Management
New York
$2.71M +$2.7M +208,163 New
Invesco
5
Invesco
Georgia
$2.37M -$251K -19,331 -10%
Morgan Stanley
6
Morgan Stanley
New York
$2.35M -$11.7K -899 -0.5%
CRC
7
Curi RMB Capital
Illinois
$2.2M +$429K +33,040 +24%
WAM
8
Wolverine Asset Management
Illinois
$1.81M -$498K -38,360 -22%
RCM
9
Rivernorth Capital Management
Florida
$1.42M +$1.41M +108,896 New
AAM
10
Advisors Asset Management
Colorado
$1.39M +$75.6K +5,821 +6%
Wells Fargo
11
Wells Fargo
California
$1.3M +$560K +43,110 +76%
MIC
12
Meridian Investment Counsel
California
$1.12M -$19.5K -1,500 -2%
LCM
13
Landscape Capital Management
New Jersey
$987K -$143K -11,000 -13%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$785K +$248K +19,053 +46%
MIG
15
Mariner Investment Group
New York
$656K +$118K +9,100 +22%
Bank of America
16
Bank of America
North Carolina
$534K -$119K -9,141 -18%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$522K +$153K +11,803 +42%
RJA
18
Raymond James & Associates
Florida
$491K +$122K +9,390 +33%
CA
19
Cetera Advisors
Colorado
$491K +$489K +37,628 New
VCM
20
Vivaldi Capital Management
Illinois
$435K -$42.1K -3,243 -9%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$434K +$433K +33,325 New
RJFSA
22
Raymond James Financial Services Advisors
Florida
$408K +$6.5K +500 +2%
DADC
23
D.A. Davidson & Co
Montana
$360K +$359K +27,616 New
AA
24
AQR Arbitrage
Connecticut
$348K
GI
25
Glovista Investments
New Jersey
$287K

BFZ Hedge Fund Activity: Q2 2018 in Review

47 of the 4,369 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2018, worth a combined $47.4M — up 24% from $38.2M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new BFZ positions and 4 closed out — a net gain of 7 holders — while 15 added to existing stakes and 8 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.7M. The largest seller was Wolverine Asset Management, cutting an estimated $498K.

  • 47 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2018, up from 40 in Q1 2018.
  • Funds reported $47.4M of BlackRock CA Municipal Income Trust stock for Q2 2018, up 24% quarter-over-quarter.
  • 11 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2018 and 4 closed out, a net change of +7 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2018 was Laurion Capital Management, an estimated $2.7M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2018 was Wolverine Asset Management, an estimated $498K sold.

Based on aggregated 13F filings for Q2 2018.