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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

51 hedge funds and large institutions have $53.1M invested in BlackRock CA Municipal Income Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 19 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

58% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 12

12% more capital invested

Capital invested by funds: $47.4M → $53.1M (+$5.69M)

9% more funds holding

Funds holding: 4751 (+4)

2.06% more ownership

Funds ownership: 11.4%13.46% (+2.1%)

Holders
51
Holders Change
+4
Holders Change %
+8.51%
% of All Funds
1.17%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
19
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$7.44M -$1.76M -138,666 -19%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$7.16M +$1.91M +149,724 +35%
GC
3
Guggenheim Capital
Illinois
$5.58M -$155K -12,189 -3%
KIM
4
Karpus Investment Management
New York
$4.68M +$4.82M +378,837 New
CRC
5
Curi RMB Capital
Illinois
$3.36M +$1.32M +103,739 +62%
RCM
6
Rivernorth Capital Management
Florida
$3.31M +$2.03M +159,308 +146%
Invesco
7
Invesco
Georgia
$2.26M +$13.7K +1,075 +0.6%
WAM
8
Wolverine Asset Management
Illinois
$2.16M +$461K +36,211 +26%
LCM
9
Landscape Capital Management
New Jersey
$2.04M +$1.14M +89,782 +119%
Morgan Stanley
10
Morgan Stanley
New York
$1.88M -$360K -28,261 -16%
AAM
11
Advisors Asset Management
Colorado
$1.46M +$149K +11,718 +11%
HCM
12
Hollencrest Capital Management
California
$1.17M +$973K +76,435 +534%
MIC
13
Meridian Investment Counsel
California
$1.06M
Wells Fargo
14
Wells Fargo
California
$904K -$338K -26,549 -27%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$744K
COLIM
16
City of London Investment Management
United Kingdom
$675K +$695K +54,643 New
MIG
17
Mariner Investment Group
New York
$647K +$25.5K +2,000 +4%
CA
18
Cetera Advisors
Colorado
$525K +$63.6K +5,000 +13%
RJA
19
Raymond James & Associates
Florida
$513K +$48.4K +3,800 +10%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$506K +$97.4K +7,654 +23%
Bank of America
21
Bank of America
North Carolina
$483K -$24.6K -1,936 -5%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$400K -$97.7K -7,680 -19%
GI
23
Glovista Investments
New Jersey
$395K +$127K +10,000 +45%
AA
24
AQR Arbitrage
Connecticut
$383K +$54K +4,243 +16%
DADC
25
D.A. Davidson & Co
Montana
$345K +$3.81K +299 +1%

BFZ Hedge Fund Activity: Q3 2018 in Review

51 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2018, worth a combined $53.1M — up 12% from $47.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BFZ positions and 5 closed out — a net gain of 4 holders — while 19 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $4.82M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $2.71M sold.

  • 51 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2018, up from 47 in Q2 2018.
  • Funds reported $53.1M of BlackRock CA Municipal Income Trust stock for Q3 2018, up 12% quarter-over-quarter.
  • 9 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2018 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2018 was Karpus Investment Management, an estimated $4.82M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2018 was Laurion Capital Management, an estimated $2.71M sold.

Based on aggregated 13F filings for Q3 2018.