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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

24 hedge funds and large institutions have $19.2M invested in BlackRock CA Municipal Income Trust in 2014 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
+2
Holders Change %
+9.09%
% of All Funds
0.7%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
7
Reduced
5
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WAM
Wolverine Asset Management
Illinois
$887K
2
DA
Doliver Advisors
Texas
$702K
3
BCM
Blume Capital Management
California
$821K
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$435K
5
GC
Guggenheim Capital
Illinois
$2.59M

Top Sellers

1
Invesco
Invesco
Georgia
$584K
2
U
UBS
Switzerland
$6.32M
3
PWM
Perigon Wealth Management
California
$0
4
Morgan Stanley
Morgan Stanley
New York
$1.57M
5
AA
Apriem Advisors
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$6.32M -$389K -26,799 -6%
GC
2
Guggenheim Capital
Illinois
$2.59M +$262K +18,052 +11%
LPL Financial
3
LPL Financial
California
$1.65M -$8.73K -598 -0.5%
Morgan Stanley
4
Morgan Stanley
New York
$1.57M -$140K -9,637 -8%
Bank of America
5
Bank of America
North Carolina
$966K +$17.6K +1,211 +2%
WAM
6
Wolverine Asset Management
Illinois
$887K +$887K +61,175 New
BCM
7
Blume Capital Management
California
$821K +$510K +35,164 +164%
DA
8
Doliver Advisors
Texas
$702K +$702K +48,439 New
Invesco
9
Invesco
Georgia
$584K -$509K -35,138 -47%
MIC
10
Meridian Investment Counsel
California
$551K – – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$448K +$193K +13,328 +76%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$435K +$435K +30,000 New
Deutsche Bank
13
Deutsche Bank
Germany
$359K – – –
Wells Fargo
14
Wells Fargo
California
$301K -$17.6K -1,218 -6%
CIBC Private Wealth Group
15
CIBC Private Wealth Group
Georgia
$256K – – –
HCM
16
Hollencrest Capital Management
California
$234K – – –
LCM
17
Landscape Capital Management
New Jersey
$170K +$170K +11,720 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$93K +$63.9K +4,400 +220%
RFA
19
Reilly Financial Advisors
California
$76K +$303 +21 +0.4%
WT
20
Whittier Trust
California
$70K – – –
Creative Planning
21
Creative Planning
Kansas
$50K +$28.8K +1,986 +136%
Citigroup
22
Citigroup
New York
$36K – – –
OIA
23
Optimum Investment Advisors
Illinois
$19K – – –
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$9K – – –
PWM
25
Perigon Wealth Management
California
– -$290K -19,576 Closed
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