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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

59 hedge funds and large institutions have $118M invested in BlackRock CA Municipal Income Trust in 2020 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

14% more capital invested

Capital invested by funds: $104M → $118M (+$14.7M)

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more funds holding

Funds holding: 5659 (+3)

2.74% more ownership

Funds ownership: 25.61%28.35% (+2.7%)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
18
Reduced
16
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
$25.6M +$4.14M +327,333 +20%
SIA
2
Sit Investment Associates
Minnesota
$14.8M +$698K +55,093 +5%
RCM
3
Rivernorth Capital Management
Florida
$12.4M +$5.78M +456,161 +95%
SCM
4
Saba Capital Management
New York
$10.1M -$4.87M -384,511 -33%
1CP
5
1607 Capital Partners
Virginia
$6.08M +$8.86K +700 +0.2%
GC
6
Guggenheim Capital
Illinois
$5.17M -$157K -12,425 -3%
Fiera Capital (Canada)
7
Fiera Capital (Canada)
Quebec, Canada
$4.31M -$725K -57,258 -15%
Morgan Stanley
8
Morgan Stanley
New York
$3.73M +$134K +10,570 +4%
CRC
9
Curi RMB Capital
Illinois
$3.22M +$3.1M +244,450 New
FFA
10
First Foundation Advisors
California
$3.19M +$70.4K +5,562 +2%
Wells Fargo
11
Wells Fargo
California
$3.11M +$639K +50,494 +27%
RCM
12
Robinson Capital Management
Michigan
$2.32M +$1.56M +123,472 +234%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.23M +$162K +12,786 +8%
VCM
14
Vivaldi Capital Management
Illinois
$1.75M +$213K +16,827 +16%
HCM
15
Hollencrest Capital Management
California
$1.72M +$6.1K +482 +0.4%
AAM
16
Advisors Asset Management
Colorado
$1.68M +$139K +10,962 +9%
COLIM
17
City of London Investment Management
United Kingdom
$1.41M
Bank of America
18
Bank of America
North Carolina
$1.25M +$355K +28,074 +42%
AA
19
AQR Arbitrage
Connecticut
$1.21M +$608K +47,980 +109%
C
20
Certuity
Florida
$1.18M
UBS Group
21
UBS Group
Switzerland
$1.11M -$182K -14,388 -15%
MIC
22
Meridian Investment Counsel
California
$1.04M -$6.33K -500 -0.6%
DWM
23
Dakota Wealth Management
Florida
$1.02M
AWS
24
AJ Wealth Strategies
New York
$739K
Invesco
25
Invesco
Georgia
$584K -$392K -30,927 -41%

BFZ Hedge Fund Activity: Q2 2020 in Review

59 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2020, worth a combined $118M — up 14% from $104M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new BFZ positions and 4 closed out — a net gain of 3 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $5.78M. The largest seller was Saba Capital Management, cutting an estimated $4.87M.

  • 59 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2020, up from 56 in Q1 2020.
  • Funds reported $118M of BlackRock CA Municipal Income Trust stock for Q2 2020, up 14% quarter-over-quarter.
  • 7 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2020 and 4 closed out, a net change of +3 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2020 was Rivernorth Capital Management, an estimated $5.78M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2020 was Saba Capital Management, an estimated $4.87M sold.

Based on aggregated 13F filings for Q2 2020.