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BFZ

BlackRock CA Municipal Income Trust

Delisted

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

58 hedge funds and large institutions have $103M invested in BlackRock CA Municipal Income Trust in 2024 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

12% more funds holding

Funds holding: 5258 (+6)

1.55% less ownership

Funds ownership: 32.22%30.67% (-1.5%)

12% less capital invested

Capital invested by funds: $117M → $103M (-$13.8M)

29% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 14

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
10
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1
Saba Capital Management
New York
$58.2M -$463K -39,480 -0.8%
GC
2
Guggenheim Capital
Illinois
$5.93M -$1.42M -120,758 -19%
AAM
3
Advisors Asset Management
Colorado
$4.87M -$335K -28,552 -6%
COLIM
4
City of London Investment Management
United Kingdom
$3.59M +$3.76M +320,930 New
Wells Fargo
5
Wells Fargo
California
$3M -$65.8K -5,611 -2%
HWAM
6
Hennion & Walsh Asset Management
New Jersey
$2.74M -$176K -14,984 -6%
Morgan Stanley
7
Morgan Stanley
New York
$2.6M -$1.71M -145,595 -39%
LPL Financial
8
LPL Financial
California
$2.37M -$228K -19,474 -8%
UBS Group
9
UBS Group
Switzerland
$1.71M +$57.8K +4,923 +3%
RCM
10
Robinson Capital Management
Michigan
$1.55M
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$1.4M
Bank of America
12
Bank of America
North Carolina
$1.35M +$796K +67,829 +129%
TC
13
Trilogy Capital
California
$1.22M +$16.1K +1,376 +1%
OIM
14
Oder Investment Management
California
$1.17M +$8.2K +699 +0.7%
HCM
15
Hollencrest Capital Management
California
$878K
MWM
16
Melfa Wealth Management
Massachusetts
$850K +$129 +11 +0%
Ameriprise
17
Ameriprise
Minnesota
$778K +$580K +49,484 +247%
Allianz Asset Management
18
Allianz Asset Management
Germany
$770K
RCM
19
Rivernorth Capital Management
Florida
$567K -$465K -39,657 -44%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$534K -$1.71M -146,057 -75%
Raymond James Financial
21
Raymond James Financial
Florida
$529K +$554K +47,210 New
VCM
22
Vivaldi Capital Management
Illinois
$498K +$411 +35 +0.1%
SIA
23
Sit Investment Associates
Minnesota
$433K -$4.27M -364,030 -90%
RAM
24
Readystate Asset Management
Illinois
$431K +$452K +38,489 New
AIA
25
Absolute Investment Advisers
Florida
$387K

BFZ Hedge Fund Activity: Q4 2024 in Review

58 of the 7,599 institutional investors tracked by Wall St. Rank reported a position in BlackRock CA Municipal Income Trust (BFZ) for Q4 2024, worth a combined $103M — down 12% from $117M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new BFZ positions and 4 closed out — a net gain of 8 holders — while 10 added to existing stakes and 14 trimmed.

The largest buyer was City of London Investment Management, opening a new position worth an estimated $3.76M. The largest seller was Sit Investment Associates, cutting an estimated $4.27M.

  • 58 institutional investors held BlackRock CA Municipal Income Trust (BFZ) as of Q4 2024, up from 52 in Q3 2024.
  • Funds reported $103M of BlackRock CA Municipal Income Trust stock for Q4 2024, down 12% quarter-over-quarter.
  • 12 funds opened new BlackRock CA Municipal Income Trust positions in Q4 2024 and 4 closed out, a net change of +8 holders.
  • The largest BlackRock CA Municipal Income Trust buyer in Q4 2024 was City of London Investment Management, an estimated $3.76M added.
  • The largest BlackRock CA Municipal Income Trust seller in Q4 2024 was Sit Investment Associates, an estimated $4.27M sold.

Based on aggregated 13F filings for Q4 2024.