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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

55 hedge funds and large institutions have $130M invested in BlackRock CA Municipal Income Trust in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.82% less ownership

Funds ownership: 36.9%36.08% (-0.82%)

2% less capital invested

Capital invested by funds: $132M → $130M (-$2.17M)

4% less funds holding

Funds holding: 5755 (-2)

14% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 7

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
55
Holders Change
-2
Holders Change %
-3.51%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$62.7M +$170K +14,468 +0.3%
SIA
2
Sit Investment Associates
Minnesota
$13.6M +$761K +64,815 +6%
GC
3
Guggenheim Capital
Illinois
$7.73M +$222K +18,877 +3%
AAM
4
Advisors Asset Management
Colorado
$5.35M -$349K -29,714 -6%
Morgan Stanley
5
Morgan Stanley
New York
$4.62M +$56.6K +4,818 +1%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$3.18M -$236K -20,104 -7%
Wells Fargo
7
Wells Fargo
California
$3.17M -$98.3K -8,367 -3%
COLIM
8
City of London Investment Management
United Kingdom
$2.69M -$1.37M -116,394 -34%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$2.36M +$1.72M +146,468 +289%
RCM
10
Rivernorth Capital Management
Florida
$2.13M -$406K -34,583 -16%
LPL Financial
11
LPL Financial
California
$2.02M +$203K +17,324 +11%
AC
12
Almitas Capital
California
$1.98M -$3.51M -298,640 -64%
UBS Group
13
UBS Group
Switzerland
$1.78M -$58.2K -4,954 -3%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$1.75M
OIM
15
Oder Investment Management
California
$1.29M -$5K -426 -0.4%
RCM
16
Robinson Capital Management
Michigan
$1.28M +$498K +42,421 +66%
HCM
17
Hollencrest Capital Management
California
$939K
MWM
18
Melfa Wealth Management
Massachusetts
$908K +$681 +58 +0.1%
Allianz Asset Management
19
Allianz Asset Management
Germany
$823K
BI
20
Bulldog Investors
New Jersey
$753K -$922K -78,533 -56%
VCM
21
Vivaldi Capital Management
Illinois
$649K +$94 +8 +0%
Bank of America
22
Bank of America
North Carolina
$630K +$247K +21,000 +66%
Cetera Investment Advisers
23
Cetera Investment Advisers
Illinois
$621K -$16.6K -1,410 -3%
RCG
24
Regatta Capital Group
California
$615K -$16.4K -1,400 -3%
MIC
25
Meridian Investment Counsel
California
$519K -$39.6K -3,375 -7%

BFZ Hedge Fund Activity: Q2 2024 in Review

55 of the 6,930 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q2 2024, worth a combined $130M — down 1.6% from $132M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of BFZ and 6 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 12 added.

The largest buyer was Royal Bank of Canada, adding an estimated $1.72M. The largest seller was Almitas Capital, cutting an estimated $3.51M.

  • 55 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q2 2024, down from 57 in Q1 2024.
  • Funds reported $130M of BlackRock CA Municipal Income Trust stock for Q2 2024, down 1.6% quarter-over-quarter.
  • 6 funds opened new BlackRock CA Municipal Income Trust positions in Q2 2024 and 7 closed out, a net change of -1 holder.
  • The largest BlackRock CA Municipal Income Trust buyer in Q2 2024 was Royal Bank of Canada, an estimated $1.72M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q2 2024 was Almitas Capital, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2024.