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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

26 hedge funds and large institutions have $21.3M invested in BlackRock CA Municipal Income Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+2
Holders Change %
+8.33%
% of All Funds
0.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
5
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
$2.05M
2
AAM
Advisors Asset Management
Colorado
$358K
3
SG Americas Securities
SG Americas Securities
New York
$293K
4
Morgan Stanley
Morgan Stanley
New York
$1.92M
5
LPL Financial
LPL Financial
California
$1.74M

Top Sellers

1
WAM
Wolverine Asset Management
Illinois
$0
2
DA
Doliver Advisors
Texas
$0
3
LCM
Landscape Capital Management
New Jersey
$0
4
GC
Guggenheim Capital
Illinois
$2.65M
5
Creative Planning
Creative Planning
Kansas
$30K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$6.24M +$6.24M +416,462 New
GC
2
Guggenheim Capital
Illinois
$2.65M -$25.7K -1,714 -1%
Bank of America
3
Bank of America
North Carolina
$2.05M +$1.06M +70,499 +106%
Morgan Stanley
4
Morgan Stanley
New York
$1.92M +$290K +19,366 +18%
LPL Financial
5
LPL Financial
California
$1.74M +$41.3K +2,758 +2%
SCA
6
Samson Capital Advisors
New York
$1.58M +$1.58M +105,341 New
BCM
7
Blume Capital Management
California
$849K – – –
Invesco
8
Invesco
Georgia
$598K -$5.62K -375 -0.9%
MIC
9
Meridian Investment Counsel
California
$569K – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$452K -$10.9K -727 -2%
Kayne Anderson Rudnick Investment Management
11
Kayne Anderson Rudnick Investment Management
California
$449K – – –
Deutsche Bank
12
Deutsche Bank
Germany
$371K – – –
AAM
13
Advisors Asset Management
Colorado
$358K +$358K +23,916 New
Wells Fargo
14
Wells Fargo
California
$327K +$15.6K +1,040 +5%
SG Americas Securities
15
SG Americas Securities
New York
$293K +$293K +19,554 New
CIBC Private Wealth Group
16
CIBC Private Wealth Group
Georgia
$264K – – –
HCM
17
Hollencrest Capital Management
California
$242K – – –
RFA
18
Reilly Financial Advisors
California
$109K +$30.3K +2,028 +38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$96K – – –
WT
20
Whittier Trust
California
$72K – – –
Citigroup
21
Citigroup
New York
$37K – – –
Creative Planning
22
Creative Planning
Kansas
$30K -$22.1K -1,463 -42%
OIA
23
Optimum Investment Advisors
Illinois
$19K – – –
NPC
24
National Planning Corporation
California
$17.9K +$17.9K +1,170 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$9K – – –
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