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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

57 hedge funds and large institutions have $78.6M invested in BlackRock CA Municipal Income Trust in 2018 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

48% more capital invested

Capital invested by funds: $53.1M → $78.6M (+$25.5M)

12% more funds holding

Funds holding: 5157 (+6)

7.14% more ownership

Funds ownership: 13.46%20.59% (+7.1%)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

Holders
57
Holders Change
+6
Holders Change %
+11.76%
% of All Funds
1.27%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
23
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$8.45M +$3.98M +327,083 +86%
Fiera Capital (Canada)
2
Fiera Capital (Canada)
Quebec, Canada
$8.03M +$1.11M +91,649 +16%
BPCM
3
Beach Point Capital Management
California
$7.25M +$7.37M +606,073 New
SCM
4
Saba Capital Management
New York
$6.78M +$6.88M +566,164 New
GC
5
Guggenheim Capital
Illinois
$5.42M +$10.1K +828 +0.2%
RCM
6
Rivernorth Capital Management
Florida
$5.2M +$2.04M +167,824 +63%
SIA
7
Sit Investment Associates
Minnesota
$4.49M +$4.56M +374,808 New
UBS Group
8
UBS Group
Switzerland
$3.68M -$3.58M -294,467 -49%
Morgan Stanley
9
Morgan Stanley
New York
$2.49M +$680K +55,972 +37%
Bank of America
10
Bank of America
North Carolina
$2.45M +$2.01M +165,693 +424%
Invesco
11
Invesco
Georgia
$2.01M -$182K -14,974 -8%
LCM
12
Landscape Capital Management
New Jersey
$1.89M -$94.6K -7,779 -5%
WAM
13
Wolverine Asset Management
Illinois
$1.87M -$233K -19,175 -11%
AC
14
Almitas Capital
California
$1.86M +$1.89M +155,178 New
1CP
15
1607 Capital Partners
Virginia
$1.66M +$1.59M +130,800 +1,615%
AAM
16
Advisors Asset Management
Colorado
$1.56M +$147K +12,131 +10%
Wells Fargo
17
Wells Fargo
California
$1.33M +$459K +37,749 +52%
AA
18
AQR Arbitrage
Connecticut
$1.17M +$808K +66,509 +215%
HCM
19
Hollencrest Capital Management
California
$1.08M -$3.16K -260 -0.3%
MIC
20
Meridian Investment Counsel
California
$995K -$37.7K -3,100 -4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$881K +$780K +64,169 +682%
CRC
22
Curi RMB Capital
Illinois
$867K -$2.43M -199,965 -73%
COLIM
23
City of London Investment Management
United Kingdom
$654K
MIG
24
Mariner Investment Group
New York
$627K
DWM
25
Dakota Wealth Management
Florida
$570K +$458K +37,686 +377%

BFZ Hedge Fund Activity: Q4 2018 in Review

57 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2018, worth a combined $78.6M — up 48% from $53.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new BFZ positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 23 trimmed.

The largest buyer was Beach Point Capital Management, opening a new position worth an estimated $7.37M. The largest seller was UBS Group, cutting an estimated $3.58M.

  • 57 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2018, up from 51 in Q3 2018.
  • Funds reported $78.6M of BlackRock CA Municipal Income Trust stock for Q4 2018, up 48% quarter-over-quarter.
  • 10 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2018 and 4 closed out, a net change of +6 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2018 was Beach Point Capital Management, an estimated $7.37M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2018 was UBS Group, an estimated $3.58M sold.

Based on aggregated 13F filings for Q4 2018.