We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund

73 hedge funds and large institutions have $163M invested in Aberdeen Intermediate Income Fund in 2015 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

14% more capital invested

Capital invested by funds: $143M → $163M (+$20.5M)

4% more funds holding

Funds holding: 7073 (+3)

3.68% more ownership

Funds ownership: 26.6%30.28% (+3.7%)

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
26
Reduced
19
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$292K +$79.4K +17,506 +38%
YP
27
Yellowstone Partners
Idaho
$284K +$7.56K +1,667 +3%
RJA
28
Raymond James & Associates
Florida
$272K -$27.7K -6,104 -9%
TCM
29
Texan Capital Management
Texas
$253K
PLFAM
30
Pineno Levin & Ford Asset Management
Virginia
$242K -$25K -5,500 -9%
GIP
31
Greatmark Investment Partners
Georgia
$217K -$40.8K -9,000 -16%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$207K +$37.5K +8,253 +22%
PMG
33
ProVise Management Group
Florida
$203K +$4.54K +1,000 +2%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$163K +$699 +154 +0.4%
ACM
35
Avalon Capital Management
California
$160K
VKH
36
Virtu KCG Holdings
New York
$151K +$2.26K +498 +2%
BAM
37
Brave Asset Management
New Jersey
$148K
Mariner
38
Mariner
Kansas
$136K -$15.9K -3,500 -11%
WS
39
Wedbush Securities
California
$133K +$47.3K +10,418 +56%
Deutsche Bank
40
Deutsche Bank
Germany
$124K -$41.6K -9,172 -25%
LTFS
41
Ladenburg Thalmann Financial Services
Florida
$119K +$4.56K +1,004 +4%
Creative Planning
42
Creative Planning
Kansas
$115K
US Bancorp
43
US Bancorp
Minnesota
$94K -$25.8K -5,675 -22%
UCFA
44
United Capital Financial Advisors
Texas
$92K -$109K -24,000 -54%
PR
45
Payden & Rygel
California
$91K
Stifel Financial
46
Stifel Financial
Missouri
$89K +$1.25K +275 +1%
CWM
47
Concert Wealth Management
California
$88K
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$86K -$92.3K -20,348 -52%
SMC
49
Smith, Moore & Co
Missouri
$83K
PTC
50
Philadelphia Trust Company
Pennsylvania
$73K

MIN Hedge Fund Activity: Q4 2015 in Review

73 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2015, worth a combined $163M — up 14% from $143M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MIN positions and 4 closed out — a net gain of 3 holders — while 26 added to existing stakes and 19 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $9M. The largest seller was Ashford Capital Management, exiting entirely with an estimated $3.05M sold.

  • 73 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2015, up from 70 in Q3 2015.
  • Funds reported $163M of Aberdeen Intermediate Income Fund stock for Q4 2015, up 14% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2015 and 4 closed out, a net change of +3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2015 was Karpus Investment Management, an estimated $9M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2015 was Ashford Capital Management, an estimated $3.05M sold.

Based on aggregated 13F filings for Q4 2015.