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BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

40 hedge funds and large institutions have $38.2M invested in BlackRock CA Municipal Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
40
Holders Change
-5
Holders Change %
-11.11%
% of All Funds
0.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
13
Reduced
11
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
+$3.24M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$1.54M
3
WAM
Wolverine Asset Management
Illinois
+$1.49M
4
CRC
Curi RMB Capital
Illinois
+$1.27M
5
MIG
Mariner Investment Group
New York
+$536K

Top Sellers

1
LCM
Laurion Capital Management
New York
-$3.74M
2
SG Americas Securities
SG Americas Securities
New York
-$918K
3
MWM
Merriman Wealth Management
Washington
-$496K
4
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$243K
5
DA
Doliver Advisors
Texas
-$234K
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
1
UBS Group
Switzerland
$9.18M +$3.24M +249,301 +54%
GC
2
Guggenheim Capital
Illinois
$5.72M +$154K +11,856 +3%
Fiera Capital (Canada)
3
Fiera Capital (Canada)
Quebec, Canada
$3.81M +$1.54M +118,681 +68%
Invesco
4
Invesco
Georgia
$2.62M -$15.7K -1,206 -0.6%
Morgan Stanley
5
Morgan Stanley
New York
$2.36M -$153K -11,804 -6%
WAM
6
Wolverine Asset Management
Illinois
$2.3M +$1.49M +114,486 +182%
CRC
7
Curi RMB Capital
Illinois
$1.76M +$1.27M +97,574 +257%
AAM
8
Advisors Asset Management
Colorado
$1.33M +$17K +1,290 +1%
MIC
9
Meridian Investment Counsel
California
$1.14M -$5.84K -450 -0.5%
LCM
10
Landscape Capital Management
New Jersey
$1.13M +$351K +27,049 +45%
Wells Fargo
11
Wells Fargo
California
$735K -$77.3K -5,949 -10%
Bank of America
12
Bank of America
North Carolina
$652K +$43.6K +3,357 +7%
MIG
13
Mariner Investment Group
New York
$536K +$536K +41,255 New
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$535K +$535K +41,203 New
VCM
15
Vivaldi Capital Management
Illinois
$475K +$35.2K +2,713 +8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$401K -$19.5K -1,500 -5%
RJA
17
Raymond James & Associates
Florida
$368K -$118K -9,091 -24%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$367K -$6.43K -495 -2%
AA
19
AQR Arbitrage
Connecticut
$347K +$159K +12,286 +85%
GI
20
Glovista Investments
New Jersey
$286K – – –
DA
21
Doliver Advisors
Texas
$284K -$234K -18,053 -45%
Kayne Anderson Rudnick Investment Management
22
Kayne Anderson Rudnick Investment Management
California
$267K – – –
LNWWM
23
Laird Norton Wetherby Wealth Management
California
$212K +$40.6K +3,130 +24%
FFA
24
First Foundation Advisors
California
$206K +$206K +15,834 New
LPL Financial
25
LPL Financial
California
$175K +$175K +13,452 New
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