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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

22 hedge funds and large institutions have $17.7M invested in BlackRock CA Municipal Income Trust in 2014 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
22
Holders Change
–
Holders Change %
0%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Blume Capital Management
California
$319K
2
PWM
Perigon Wealth Management
California
$290K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$260K
4
U
UBS
Switzerland
$6.87M
5
HCM
Hollencrest Capital Management
California
$239K

Top Sellers

1
Invesco
Invesco
Georgia
$1.12M
2
Morgan Stanley
Morgan Stanley
New York
$1.75M
3
GC
Guggenheim Capital
Illinois
$2.38M
4
FAAS
First Allied Advisory Services
California
$0
5
SFSIG
San Francisco Sentry Investment Group
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$6.87M +$78.9K +5,319 +1%
GC
2
Guggenheim Capital
Illinois
$2.38M -$305K -20,605 -11%
Morgan Stanley
3
Morgan Stanley
New York
$1.75M -$648K -43,663 -27%
LPL Financial
4
LPL Financial
California
$1.69M -$60.1K -4,050 -3%
Invesco
5
Invesco
Georgia
$1.12M -$753K -50,738 -40%
Bank of America
6
Bank of America
North Carolina
$970K +$10.2K +688 +1%
MIC
7
Meridian Investment Counsel
California
$564K – – –
Deutsche Bank
8
Deutsche Bank
Germany
$368K – – –
Wells Fargo
9
Wells Fargo
California
$327K -$7.87K -530 -2%
BCM
10
Blume Capital Management
California
$319K +$307K +20,700 +2,654%
PWM
11
Perigon Wealth Management
California
$290K +$290K +19,576 New
CIBC Private Wealth Group
12
CIBC Private Wealth Group
Georgia
$262K – – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$260K +$260K +17,545 New
HCM
14
Hollencrest Capital Management
California
$239K +$24.8K +1,675 +12%
RFA
15
Reilly Financial Advisors
California
$78K +$327 +22 +0.4%
WT
16
Whittier Trust
California
$72K – – –
Citigroup
17
Citigroup
New York
$37K -$1.16K -78 -3%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$30K – – –
Creative Planning
19
Creative Planning
Kansas
$22K +$22K +1,463 New
OIA
20
Optimum Investment Advisors
Illinois
$19K – – –
AA
21
Apriem Advisors
California
$19K +$19K +1,250 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$9K – – –
FAAS
23
First Allied Advisory Services
California
– -$175K -11,972 Closed
SFSIG
24
San Francisco Sentry Investment Group
California
– -$72K -4,886 Closed
NES
25
New England Securities
New York
– -$14K -989 Closed
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