We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund

75 hedge funds and large institutions have $166M invested in Aberdeen Intermediate Income Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

7% more funds holding

Funds holding: 7075 (+5)

1.02% more ownership

Funds ownership: 33.61%34.64% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

2% less capital invested

Capital invested by funds: $170M → $166M (-$4.2M)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$217K -$7.56K -1,805 -3%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$212K -$317K -75,702 -60%
VF
28
Virtu Financial
New York
$200K +$153K +36,494 +310%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$193K +$28.2K +6,740 +17%
PMG
30
ProVise Management Group
Florida
$157K
SFS
31
Shaker Financial Services
Virginia
$144K +$145K +34,660 New
LTFS
32
Ladenburg Thalmann Financial Services
Florida
$138K +$43.8K +10,455 +46%
SMC
33
Smith, Moore & Co
Missouri
$130K -$9.43K -2,250 -7%
DA
34
Doliver Advisors
Texas
$119K -$18.1K -4,315 -13%
GIP
35
Greatmark Investment Partners
Georgia
$117K -$14.8K -3,525 -11%
BAM
36
Brave Asset Management
New Jersey
$115K +$27.2K +6,500 +31%
AG
37
Advisor Group
Arizona
$95K +$15K +3,587 +19%
IFWM
38
Institute for Wealth Management
Colorado
$81K +$80.5K +19,225 New
SSWM
39
Smith Salley Wealth Management
North Carolina
$76K
AFNAS
40
American Financial Network Advisory Services
California
$69K
OC
41
Oppenheimer & Co
New York
$68K -$5.03K -1,200 -7%
PTC
42
Philadelphia Trust Company
Pennsylvania
$67K
FAAS
43
First Allied Advisory Services
California
$65K -$679 -162 -1%
OIA
44
Optimum Investment Advisors
Illinois
$64K +$1.44K +343 +2%
NL
45
NVWM LLC
Pennsylvania
$62K +$62.8K +15,000 New
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$55K -$5.97K -1,425 -10%
Stifel Financial
47
Stifel Financial
Missouri
$54K -$137K -32,610 -71%
SWM
48
SeaCrest Wealth Management
New York
$54K +$54.4K +12,995 New
MMG
49
Monetary Management Group
Missouri
$51K
LNC
50
Lincoln National Corp
Pennsylvania
$50K +$50.9K +12,160 New

MIN Hedge Fund Activity: Q4 2017 in Review

75 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2017, worth a combined $166M — down 2.5% from $170M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MIN positions and 8 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.62M. The largest seller was Karpus Investment Management, cutting an estimated $6.89M.

  • 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $166M of Aberdeen Intermediate Income Fund stock for Q4 2017, down 2.5% quarter-over-quarter.
  • 13 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2017 and 8 closed out, a net change of +5 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $5.62M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2017 was Karpus Investment Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2017.