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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

61 hedge funds and large institutions have $81.6M invested in BlackRock CA Municipal Income Trust in 2019 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 22 increasing their positions, 13 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

69% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 13

7% more funds holding

Funds holding: 5761 (+4)

7% more capital invested

Capital invested by funds: $76.4M → $81.6M (+$5.16M)

1.23% more ownership

Funds ownership: 19.85%21.08% (+1.2%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
+4
Holders Change %
+7.02%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
9
Increased
22
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$13.1M +$1.99M +146,117 +18%
SIA
2
Sit Investment Associates
Minnesota
$10.5M +$1.67M +122,654 +19%
SCM
3
Saba Capital Management
New York
$10.1M +$770K +56,661 +8%
GC
4
Guggenheim Capital
Illinois
$6.41M +$384K +28,279 +6%
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$4.33M +$247K +18,165 +6%
Wells Fargo
6
Wells Fargo
California
$3.42M +$518K +38,109 +18%
Morgan Stanley
7
Morgan Stanley
New York
$3.12M +$67.7K +4,980 +2%
FFA
8
First Foundation Advisors
California
$2.8M +$784K +57,679 +39%
1CP
9
1607 Capital Partners
Virginia
$2.46M +$258K +19,000 +12%
AC
10
Almitas Capital
California
$2.18M -$3.37M -247,812 -61%
RCM
11
Robinson Capital Management
Michigan
$2.1M +$2.08M +152,817 New
COLIM
12
City of London Investment Management
United Kingdom
$2.01M
AAM
13
Advisors Asset Management
Colorado
$1.71M +$44.5K +3,275 +3%
Invesco
14
Invesco
Georgia
$1.57M -$140K -10,337 -8%
UBS Group
15
UBS Group
Switzerland
$1.53M -$471K -34,692 -24%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$1.36M +$81.5K +6,000 +6%
WAM
17
Wolverine Asset Management
Illinois
$1.25M -$457K -33,632 -27%
HCM
18
Hollencrest Capital Management
California
$1.24M -$6.85K -504 -0.6%
MIC
19
Meridian Investment Counsel
California
$1.08M
Bank of America
20
Bank of America
North Carolina
$921K +$142K +10,434 +18%
DWM
21
Dakota Wealth Management
Florida
$919K +$166K +12,200 +22%
MIG
22
Mariner Investment Group
New York
$619K -$96.5K -7,100 -14%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$574K +$54 +4 +0%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$560K +$55.7K +4,100 +11%
GI
25
Glovista Investments
New Jersey
$547K +$13.6K +1,000 +3%

BFZ Hedge Fund Activity: Q3 2019 in Review

61 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2019, worth a combined $81.6M — up 6.7% from $76.4M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new BFZ positions and 5 closed out — a net gain of 4 holders — while 22 added to existing stakes and 13 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $2.73M. The largest seller was Almitas Capital, cutting an estimated $3.37M.

  • 61 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2019, up from 57 in Q2 2019.
  • Funds reported $81.6M of BlackRock CA Municipal Income Trust stock for Q3 2019, up 6.7% quarter-over-quarter.
  • 9 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2019 and 5 closed out, a net change of +4 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2019 was Rivernorth Capital Management, an estimated $2.73M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2019 was Almitas Capital, an estimated $3.37M sold.

Based on aggregated 13F filings for Q3 2019.