BFZ icon

BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

28 hedge funds and large institutions have $20.7M invested in BlackRock CA Municipal Income Trust in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
28
Holders Change
+8
Holders Change %
+40%
% of All Funds
0.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
5
Reduced
8
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWP
1
Private Wealth Partners
California
$1.69M
2
WAM
2
Weiss Asset Management
Massachusetts
$366K
3
DA
3
Doliver Advisors
Texas
$353K
4
SG Americas Securities
4
SG Americas Securities
New York
$314K
5
VKH
5
Virtu KCG Holdings
New York
$265K

Top Sellers

1
Invesco
1
Invesco
Georgia
$2.55M
2
Deutsche Bank
2
Deutsche Bank
Germany
$256K
3
MA
3
MUFG Americas
New York
$0
4
PP
4
Paloma Partners
Connecticut
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$142K
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$6.07M 443,366 +18,387 +4%
GC
2
Guggenheim Capital
Illinois
$3.74M 273,063 +1,139 +0.4%
Invesco
3
Invesco
Georgia
$2.55M 186,553 -66,386 -26%
PWP
4
Private Wealth Partners
California
$1.69M 123,840 +28,500 +30%
LPL Financial
5
LPL Financial
California
$1.42M 104,002 -1,709 -2%
Morgan Stanley
6
Morgan Stanley
New York
$1.16M 84,945 -2,555 -3%
Bank of America
7
Bank of America
North Carolina
$673K 49,208 +2,545 +5%
MIC
8
Meridian Investment Counsel
California
$520K 38,000 +38,000 New
WAM
9
Weiss Asset Management
Massachusetts
$366K 26,782 +26,782 New
DA
10
Doliver Advisors
Texas
$353K 25,802 +25,802 New
Wells Fargo
11
Wells Fargo
California
$331K 24,223 -3,578 -13%
SG Americas Securities
12
SG Americas Securities
New York
$314K 22,957 +22,957 New
VKH
13
Virtu KCG Holdings
New York
$265K 19,335 +19,335 New
Deutsche Bank
14
Deutsche Bank
Germany
$256K 18,765 -17,707 -49%
FAAS
15
First Allied Advisory Services
California
$164K 11,972 +11,972 New
HCM
16
Hollencrest Capital Management
California
$157K 11,493 +11,493 New
WAM
17
Wolverine Asset Management
Illinois
$150K 10,987 +10,987 New
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$142K 10,363 -8,991 -46%
RFA
19
Reilly Financial Advisors
California
$71K 5,214 +523 +11%
SFSIG
20
San Francisco Sentry Investment Group
California
$67K 4,886 – –
WT
21
Whittier Trust
California
$66K 4,835 +4,835 New
Citigroup
22
Citigroup
New York
$47K 3,439 -819 -19%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$27K 2,000 -1,000 -33%
OIA
24
Optimum Investment Advisors
Illinois
$18K 1,300 – –
NES
25
New England Securities
New York
$14K 989 – –
1
2