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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 $76.4M invested in BlackRock CA Municipal Income Trust in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

27% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 15

8% more funds holding

Funds holding: 5357 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.25% less ownership

Funds ownership: 21.09%19.85% (-1.2%)

11% less capital invested

Capital invested by funds: $86.3M → $76.4M (-$9.82M)

Holders
57
Holders Change
+4
Holders Change %
+7.55%
% of All Funds
1.24%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
19
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$10.7M +$582K +44,594 +6%
SCM
2
Saba Capital Management
New York
$9.01M +$2.2M +168,788 +33%
SIA
3
Sit Investment Associates
Minnesota
$8.55M +$2.58M +197,471 +44%
GC
4
Guggenheim Capital
Illinois
$5.83M -$249K -19,033 -4%
AC
5
Almitas Capital
California
$5.39M +$886K +67,833 +20%
Fiera Capital (Canada)
6
Fiera Capital (Canada)
Quebec, Canada
$3.95M -$2.64M -202,323 -40%
Morgan Stanley
7
Morgan Stanley
New York
$2.96M +$144 +11 +0%
Wells Fargo
8
Wells Fargo
California
$2.81M +$1.03M +78,529 +59%
1CP
9
1607 Capital Partners
Virginia
$2.13M
COLIM
10
City of London Investment Management
United Kingdom
$1.95M +$441K +33,773 +30%
FFA
11
First Foundation Advisors
California
$1.94M -$3.53K -270 -0.2%
UBS Group
12
UBS Group
Switzerland
$1.94M -$2.11M -161,527 -52%
Invesco
13
Invesco
Georgia
$1.66M -$236K -18,091 -13%
WAM
14
Wolverine Asset Management
Illinois
$1.66M -$469K -35,941 -22%
AAM
15
Advisors Asset Management
Colorado
$1.61M -$58.6K -4,485 -4%
LCM
16
Landscape Capital Management
New Jersey
$1.48M -$21.6K -1,652 -1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.24M +$237K +18,180 +24%
HCM
18
Hollencrest Capital Management
California
$1.21M +$3.41K +261 +0.3%
MIC
19
Meridian Investment Counsel
California
$1.04M -$36.6K -2,800 -3%
Bank of America
20
Bank of America
North Carolina
$754K +$107K +8,197 +17%
DWM
21
Dakota Wealth Management
Florida
$731K +$88.8K +6,802 +14%
MIG
22
Mariner Investment Group
New York
$694K
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$556K +$20.9K +1,602 +4%
HighTower Advisors
24
HighTower Advisors
Illinois
$520K +$513K +39,254 New
GI
25
Glovista Investments
New Jersey
$517K +$157K +12,000 +44%

BFZ Hedge Fund Activity: Q2 2019 in Review

57 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2019, worth a combined $76.4M — down 11% from $86.3M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new BFZ positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 15 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.58M. The largest seller was Beach Point Capital Management, exiting entirely with an estimated $8.54M sold.

  • 57 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2019, up from 53 in Q1 2019.
  • Funds reported $76.4M of BlackRock CA Municipal Income Trust stock for Q2 2019, down 11% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2019 and 3 closed out, a net change of +5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2019 was Sit Investment Associates, an estimated $2.58M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2019 was Beach Point Capital Management, an estimated $8.54M sold.

Based on aggregated 13F filings for Q2 2019.