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MIN

Aberdeen Intermediate Income Fund
MIN

70 hedge funds and large institutions have $170M invested in Aberdeen Intermediate Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.85% less ownership

Funds ownership: 35.46% → 33.61% (-1.8%)

6% less capital invested

Capital invested by funds: $180M → $170M (-$10.4M)

7% less funds holding

Funds holding: 75 → 70 (-5)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.14M
2
Morgan Stanley
Morgan Stanley
New York
+$650K
3
PAG
Private Advisor Group
New Jersey
+$233K
4
AA
Ancora Advisors
Ohio
+$190K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$95.9K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.3M
2
RVPG
Relative Value Partners Group
-$1.12M
3
Wells Fargo
Wells Fargo
California
-$1.05M
4
SRC
Shufro Rose & Co
New York
-$603K
5
1CP
1607 Capital Partners
Virginia
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
PLFAM
26
Pineno Levin & Ford Asset Management
Virginia
$221K – – –
Stifel Financial
27
Stifel Financial
Missouri
$195K -$1.23K -285 -0.6%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$170K -$942 -219 -0.5%
PMG
29
ProVise Management Group
Florida
$163K +$8.6K +2,000 +6%
SMC
30
Smith, Moore & Co
Missouri
$144K +$47.7K +11,100 +49%
LCM
31
Landscape Capital Management
New Jersey
$143K -$77K -17,894 -35%
DA
32
Doliver Advisors
Texas
$141K -$384K -89,215 -73%
GIP
33
Greatmark Investment Partners
Georgia
$136K – – –
LPL Financial
34
LPL Financial
California
$125K +$20.6K +4,789 +20%
Millennium Management
35
Millennium Management
New York
$101K +$28.1K +6,541 +38%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$97K +$3.85K +894 +4%
BAM
37
Brave Asset Management
New Jersey
$91K +$12K +2,800 +15%
Ameriprise
38
Ameriprise
Minnesota
$89K +$89.7K +20,869 New
William Blair & Company
39
William Blair & Company
Illinois
$86K +$86.7K +20,155 New
AG
40
Advisor Group
Arizona
$82K -$14.2K -3,291 -15%
SSWM
41
Smith Salley Wealth Management
North Carolina
$78K – – –
OC
42
Oppenheimer & Co
New York
$75K -$182K -42,400 -71%
AFNAS
43
American Financial Network Advisory Services
California
$72K +$71.9K +16,714 New
UCFA
44
United Capital Financial Advisors
Texas
$71K – – –
PTC
45
Philadelphia Trust Company
Pennsylvania
$69K – – –
FAAS
46
First Allied Advisory Services
California
$67K +$2.43K +566 +4%
OIA
47
Optimum Investment Advisors
Illinois
$64K +$1.43K +332 +2%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$63K +$2.15K +500 +3%
MMG
49
Monetary Management Group
Missouri
$53K – – –
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$51K +$43K +10,000 +500%
1
2
3 4

MIN Hedge Fund Activity: Q3 2017 in Review

70 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2017, worth a combined $170M — down 5.8% from $180M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MIN and 7 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.14M. The largest seller was Karpus Investment Management, cutting an estimated $8.3M.

  • 70 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2017, down from 75 in Q2 2017.
  • Funds reported $170M of Aberdeen Intermediate Income Fund stock for Q3 2017, down 5.8% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2017 and 10 closed out, a net change of -3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2017 was Sit Investment Associates, an estimated $2.14M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2017.