BFZ icon

BlackRock CA Municipal Income Trust
BFZ

Overview Fund Activity

60 hedge funds and large institutions have $153M invested in BlackRock CA Municipal Income Trust in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
17
Reduced
19
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
Advisors Asset Management
Colorado
$2.77M
2
Wells Fargo
Wells Fargo
California
$4.33M
3
MSL
Mackay Shields LLC
New York
$895K
4
HWAM
Hennion & Walsh Asset Management
New Jersey
$1.49M
5
RCM
Rivernorth Capital Management
Florida
$13.8M

Top Sellers

1
KIM
Karpus Investment Management
New York
$69.3M
2
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
$585K
3
HCM
Hollencrest Capital Management
California
$1.14M
4
TJHA
Thomas J. Herzfeld Advisors
Florida
$609K
5
SMH
Sanders Morris Harris
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KIM
1
Karpus Investment Management
New York
$69.3M -$2M -135,374 -3%
RCM
2
Rivernorth Capital Management
Florida
$13.8M +$563K +38,174 +4%
1CP
3
1607 Capital Partners
Virginia
$11M – – –
SIA
4
Sit Investment Associates
Minnesota
$8.04M -$265K -17,937 -3%
GC
5
Guggenheim Capital
Illinois
$6.96M +$509K +34,510 +8%
Wells Fargo
6
Wells Fargo
California
$4.33M +$1.3M +88,174 +43%
Morgan Stanley
7
Morgan Stanley
New York
$3.99M +$164K +11,153 +4%
SCM
8
Saba Capital Management
New York
$3.16M – – –
AAM
9
Advisors Asset Management
Colorado
$2.77M +$2.77M +187,569 New
DWM
10
Dakota Wealth Management
Florida
$2.42M +$41.3K +2,800 +2%
FFA
11
First Foundation Advisors
California
$2.01M -$137K -9,268 -6%
OIM
12
Oder Investment Management
California
$1.87M +$41.6K +2,820 +2%
VCM
13
Vivaldi Capital Management
Illinois
$1.57M -$11K -749 -0.7%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$1.57M – – –
HWAM
15
Hennion & Walsh Asset Management
New Jersey
$1.49M +$582K +39,493 +64%
COLIM
16
City of London Investment Management
United Kingdom
$1.49M +$441K +29,952 +42%
UBS Group
17
UBS Group
Switzerland
$1.18M -$19.1K -1,293 -2%
HCM
18
Hollencrest Capital Management
California
$1.14M -$787K -53,381 -41%
KAS
19
Kestra Advisory Services
Texas
$1.09M +$247K +16,752 +29%
MIC
20
Meridian Investment Counsel
California
$1.07M -$14.7K -1,000 -1%
MSL
21
Mackay Shields LLC
New York
$895K +$895K +60,663 New
C
22
Certuity
Florida
$891K – – –
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$774K -$322K -21,816 -29%
AWS
24
AJ Wealth Strategies
New York
$746K +$19.2K +1,300 +3%
MC
25
Matisse Capital
Oregon
$735K – – –
1
2 3