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MIN

Aberdeen Intermediate Income Fund
MIN

72 hedge funds and large institutions have $177M invested in Aberdeen Intermediate Income Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $165M → $177M (+$11.6M)

3.26% more ownership

Funds ownership: 31.64% → 34.9% (+3.3%)

0% more funds holding

Funds holding: 72 → 72 (0)

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$11.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$3.73M
3
RVPG
Relative Value Partners Group
+$2.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$406K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$393K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$602K
2
Morgan Stanley
Morgan Stanley
New York
-$569K
3
LPL Financial
LPL Financial
California
-$542K
4
AG
Advisor Group
Arizona
-$508K
5
Wells Fargo
Wells Fargo
California
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$300K +$152K +35,055 +102%
PLFAM
27
Pineno Levin & Ford Asset Management
Virginia
$222K -$23K -5,300 -9%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$220K +$103K +23,760 +87%
OC
29
Oppenheimer & Co
New York
$198K -$23.9K -5,500 -11%
Stifel Financial
30
Stifel Financial
Missouri
$195K – – –
PMG
31
ProVise Management Group
Florida
$161K -$3.82K -880 -2%
Creative Planning
32
Creative Planning
Kansas
$145K +$36K +8,300 +33%
GIP
33
Greatmark Investment Partners
Georgia
$137K – – –
WAM
34
Wolverine Asset Management
Illinois
$119K +$120K +27,709 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$113K +$890 +205 +0.8%
AG
36
Advisor Group
Arizona
$108K -$508K -117,105 -82%
Mariner
37
Mariner
Kansas
$103K -$25.3K -5,827 -20%
CWM
38
Concert Wealth Management
California
$86K – – –
PR
39
Payden & Rygel
California
$86K – – –
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$83K +$23.4K +5,401 +39%
BAM
41
Brave Asset Management
New Jersey
$80K -$25.2K -5,800 -24%
SMC
42
Smith, Moore & Co
Missouri
$79K – – –
SSWM
43
Smith Salley Wealth Management
North Carolina
$79K +$79.6K +18,325 New
UCFA
44
United Capital Financial Advisors
Texas
$72K -$7.82K -1,800 -10%
PTC
45
Philadelphia Trust Company
Pennsylvania
$69K – – –
FAAS
46
First Allied Advisory Services
California
$65K – – –
OIA
47
Optimum Investment Advisors
Illinois
$62K +$1.39K +320 +2%
SFM
48
Signet Financial Management
New Jersey
$60K – – –
MMG
49
Monetary Management Group
Missouri
$53K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$51K – – –
1
2
3 4

MIN Hedge Fund Activity: Q1 2017 in Review

72 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2017, worth a combined $177M — up 7% from $165M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MIN positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $11.4M. The largest seller was Karpus Investment Management, cutting an estimated $602K.

  • 72 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $177M of Aberdeen Intermediate Income Fund stock for Q1 2017, up 7% quarter-over-quarter.
  • 9 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2017 and 8 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2017 was Sit Investment Associates, an estimated $11.4M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2017 was Karpus Investment Management, an estimated $602K sold.

Based on aggregated 13F filings for Q1 2017.