We are live on ! Find out more
BFZ

BlackRock CA Municipal Income Trust

Delisted

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

65 hedge funds and large institutions have $118M invested in BlackRock CA Municipal Income Trust in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 12

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.04% less ownership

Funds ownership: 36.77%36.74% (-0.04%)

7% less funds holding

Funds holding: 7065 (-5)

9% less capital invested

Capital invested by funds: $130M → $118M (-$11.9M)

56% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 9

Holders
65
Holders Change
-5
Holders Change %
-7.14%
% of All Funds
1.12%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
4
Increased
24
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KIM
1
Karpus Investment Management
New York
$35.4M -$7.12M -629,777 -15%
RCM
2
Rivernorth Capital Management
Florida
$15.4M -$909K -80,487 -5%
SCM
3
Saba Capital Management
New York
$7.75M +$3.29M +291,498 +63%
Wells Fargo
4
Wells Fargo
California
$6.94M +$1.57M +139,154 +26%
1CP
5
1607 Capital Partners
Virginia
$6.47M -$46.3K -4,100 -0.6%
GC
6
Guggenheim Capital
Illinois
$5.2M +$356K +31,510 +7%
Allspring Global Investments
7
Allspring Global Investments
North Carolina
$4.25M +$999K +88,457 +27%
Morgan Stanley
8
Morgan Stanley
New York
$3.81M +$544K +48,161 +15%
BI
9
Bulldog Investors
New Jersey
$3.7M +$525K +46,492 +15%
AAM
10
Advisors Asset Management
Colorado
$3.42M +$531K +47,043 +16%
RCG
11
Regatta Capital Group
California
$3.04M +$1.31M +116,017 +76%
HWAM
12
Hennion & Walsh Asset Management
New Jersey
$2.4M +$361K +31,942 +16%
Fiera Capital (Canada)
13
Fiera Capital (Canada)
Quebec, Canada
$2.1M -$13.2K -1,166 -0.6%
RCM
14
Robinson Capital Management
Michigan
$1.9M
DWM
15
Dakota Wealth Management
Florida
$1.68M -$33.9K -3,000 -2%
OIM
16
Oder Investment Management
California
$1.43M +$77.9K +6,897 +5%
COLIM
17
City of London Investment Management
United Kingdom
$1.31M +$297K +26,300 +26%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$1.01M
MIG
19
Mariner Investment Group
New York
$995K +$353K +31,270 +48%
HCM
20
Hollencrest Capital Management
California
$807K +$2.99K +265 +0.3%
UBS Group
21
UBS Group
Switzerland
$748K +$206K +18,238 +33%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$737K +$185K +16,355 +30%
MIC
23
Meridian Investment Counsel
California
$706K
VCM
24
Vivaldi Capital Management
Illinois
$512K -$143K -12,629 -20%
LSC
25
Logan Stone Capital
Illinois
$460K +$167K +14,792 +49%

BFZ Hedge Fund Activity: Q3 2022 in Review

65 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q3 2022, worth a combined $118M — down 9.2% from $130M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BFZ and 4 opened new positions — a net loss of 5 holders — while 12 trimmed existing stakes and 24 added.

The largest buyer was Saba Capital Management, adding an estimated $3.29M. The largest seller was Karpus Investment Management, cutting an estimated $7.12M.

  • 65 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q3 2022, down from 70 in Q2 2022.
  • Funds reported $118M of BlackRock CA Municipal Income Trust stock for Q3 2022, down 9.2% quarter-over-quarter.
  • 4 funds opened new BlackRock CA Municipal Income Trust positions in Q3 2022 and 9 closed out, a net change of -5 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q3 2022 was Saba Capital Management, an estimated $3.29M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q3 2022 was Karpus Investment Management, an estimated $7.12M sold.

Based on aggregated 13F filings for Q3 2022.