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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 $141M invested in BlackRock CA Municipal Income Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more capital invested

Capital invested by funds: $116M → $141M (+$24.7M)

1.39% more ownership

Funds ownership: 37.24%38.63% (+1.4%)

2% less funds holding

Funds holding: 5857 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

37% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 19

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
57
Holders Change
-1
Holders Change %
-1.72%
% of All Funds
0.83%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
12
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$61.3M +$6.29M +580,400 +13%
SIA
2
Sit Investment Associates
Minnesota
$11M +$4.18M +386,184 +73%
Morgan Stanley
3
Morgan Stanley
New York
$8.58M +$3.76M +346,777 +95%
GC
4
Guggenheim Capital
Illinois
$7.14M +$495K +45,640 +8%
COLIM
5
City of London Investment Management
United Kingdom
$6.46M -$875K -80,777 -13%
AC
6
Almitas Capital
California
$5.64M -$646K -59,570 -11%
AAM
7
Advisors Asset Management
Colorado
$5.18M +$76.9K +7,093 +2%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$4.99M -$550K -50,766 -11%
HWAM
9
Hennion & Walsh Asset Management
New Jersey
$4.31M -$4.02K -371 -0.1%
Wells Fargo
10
Wells Fargo
California
$4.27M -$106K -9,820 -3%
BI
11
Bulldog Investors
New Jersey
$2.76M -$697K -64,346 -22%
RCM
12
Rivernorth Capital Management
Florida
$2.64M -$3.36M -310,119 -59%
UBS Group
13
UBS Group
Switzerland
$1.71M +$778K +71,776 +103%
OIM
14
Oder Investment Management
California
$1.27M -$182K -16,768 -14%
HCM
15
Hollencrest Capital Management
California
$943K
MWM
16
Melfa Wealth Management
Massachusetts
$911K +$2.03K +187 +0.2%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
$812K -$630K -58,142 -46%
RCM
18
Robinson Capital Management
Michigan
$773K
LPL Financial
19
LPL Financial
California
$699K +$159K +14,698 +34%
RCG
20
Regatta Capital Group
California
$656K -$106K -9,820 -15%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$647K -$38.6K -3,559 -6%
VCM
22
Vivaldi Capital Management
Illinois
$634K -$31.9K -2,943 -5%
MIC
23
Meridian Investment Counsel
California
$611K -$29.3K -2,700 -5%
KIM
24
Karpus Investment Management
New York
$561K +$505K +46,618 New
RJA
25
Raymond James & Associates
Florida
$557K +$298K +27,500 +146%

BFZ Hedge Fund Activity: Q4 2023 in Review

57 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2023, worth a combined $141M — up 21% from $116M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of BFZ and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 12 added.

The largest buyer was Saba Capital Management, adding an estimated $6.29M. The largest seller was Rivernorth Capital Management, cutting an estimated $3.36M.

  • 57 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2023, down from 58 in Q3 2023.
  • Funds reported $141M of BlackRock CA Municipal Income Trust stock for Q4 2023, up 21% quarter-over-quarter.
  • 8 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2023 and 9 closed out, a net change of -1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2023 was Saba Capital Management, an estimated $6.29M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2023 was Rivernorth Capital Management, an estimated $3.36M sold.

Based on aggregated 13F filings for Q4 2023.