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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

61 hedge funds and large institutions have $126M invested in BlackRock CA Municipal Income Trust in 2020 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
61
Holders Change
+2
Holders Change %
+3.39%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
16
Reduced
20
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
Karpus Investment Management
New York
+$9.97M
2
RCM
Rivernorth Capital Management
Florida
+$2.18M
3
VPIM
Vanguard Personalized Indexing Management
California
+$1.5M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
+$960K
5
GC
Guggenheim Capital
Illinois
+$630K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$3.82M
2
RCM
Robinson Capital Management
Michigan
-$2.32M
3
AWS
AJ Wealth Strategies
New York
-$739K
4
SCM
Saba Capital Management
New York
-$526K
5
FFA
First Foundation Advisors
California
-$469K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$115K – – –
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$80K – – –
TIM
53
Tortoise Investment Management
New York
$67K +$67K +5,100 New
AF
54
Allworth Financial
California
$33K – – –
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$29K – – –
RFA
56
Reilly Financial Advisors
California
$26K – – –
WT
57
Whittier Trust
California
$26K – – –
FWM
58
Focused Wealth Management
New York
$20K – – –
OIA
59
Optimum Investment Advisors
Illinois
$17K – – –
SPIA
60
Steward Partners Investment Advisory
New York
$14K – – –
PAM
61
Panagora Asset Management
Massachusetts
$5K – – –
RCM
62
Robinson Capital Management
Michigan
– -$2.32M -176,297 Closed
AWS
63
AJ Wealth Strategies
New York
– -$739K -56,107 Closed
BCA
64
Biltmore Capital Advisors
New Jersey
– -$158K -11,985 Closed
SFS
65
Sowell Financial Services
Arkansas
– -$99K -7,531 Closed
JPLA
66
Joseph P. Lucia & Associates
New York
– -$51K -3,850 Closed
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