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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

28 hedge funds and large institutions have $25.6M invested in BlackRock CA Municipal Income Trust in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 4 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
28
Holders Change
+2
Holders Change %
+7.69%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
10
Reduced
4
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$10.2M
2
AAM
Advisors Asset Management
Colorado
$1.28M
3
GC
Guggenheim Capital
Illinois
$3.31M
4
Deutsche Bank
Deutsche Bank
Germany
$770K
5
LPL Financial
LPL Financial
California
$2.06M

Top Sellers

1
SCA
Samson Capital Advisors
New York
$0
2
BCM
Blume Capital Management
California
$6K
3
SG Americas Securities
SG Americas Securities
New York
$0
4
Invesco
Invesco
Georgia
$477K
5
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$390K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$10.2M +$3.69M +237,506 +57%
GC
2
Guggenheim Capital
Illinois
$3.31M +$563K +36,188 +20%
Bank of America
3
Bank of America
North Carolina
$2.15M +$20.2K +1,300 +0.9%
Morgan Stanley
4
Morgan Stanley
New York
$2.08M +$87K +5,596 +4%
LPL Financial
5
LPL Financial
California
$2.06M +$262K +16,882 +15%
AAM
6
Advisors Asset Management
Colorado
$1.28M +$907K +58,361 +244%
Deutsche Bank
7
Deutsche Bank
Germany
$770K +$385K +24,815 +100%
MIC
8
Meridian Investment Counsel
California
$591K – – –
Wells Fargo
9
Wells Fargo
California
$484K +$145K +9,325 +43%
Invesco
10
Invesco
Georgia
$477K -$143K -9,231 -23%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$413K -$55.2K -3,556 -12%
Kayne Anderson Rudnick Investment Management
12
Kayne Anderson Rudnick Investment Management
California
$390K -$76.1K -4,900 -16%
CIBC Private Wealth Group
13
CIBC Private Wealth Group
Georgia
$274K – – –
HCM
14
Hollencrest Capital Management
California
$251K – – –
IWM
15
Integrated Wealth Management
California
$229K +$229K +14,775 New
VKH
16
Virtu KCG Holdings
New York
$180K +$180K +11,608 New
RFA
17
Reilly Financial Advisors
California
$114K +$498 +32 +0.4%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$99K – – –
WT
19
Whittier Trust
California
$75K – – –
Citigroup
20
Citigroup
New York
$39K – – –
AF
21
Allworth Financial
California
$39K +$39K +2,531 New
Creative Planning
22
Creative Planning
Kansas
$31K – – –
PNC Financial Services Group
23
PNC Financial Services Group
Pennsylvania
$23K +$23K +1,481 New
OIA
24
Optimum Investment Advisors
Illinois
$20K – – –
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$15K +$5.79K +377 +63%
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