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MIN

Aberdeen Intermediate Income Fund

75 hedge funds and large institutions have $167M invested in Aberdeen Intermediate Income Fund in 2018 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

1.24% more ownership

Funds ownership: 34.64%35.87% (+1.2%)

0% more capital invested

Capital invested by funds: $166M → $167M (+$763K)

0% more funds holding

Funds holding: 7575 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
75
Holders Change
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$187K +$189K +47,553 New
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$165K -$18.1K -4,549 -10%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$164K -$104K -26,028 -38%
DA
29
Doliver Advisors
Texas
$151K +$38.4K +9,624 +34%
PMG
30
ProVise Management Group
Florida
$150K
SMC
31
Smith, Moore & Co
Missouri
$150K +$26.9K +6,750 +22%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$142K -$59.9K -15,037 -29%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$130K +$20 +5 +0%
GIP
34
Greatmark Investment Partners
Georgia
$111K
BAM
35
Brave Asset Management
New Jersey
$109K
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$98K +$57.9K +14,526 +138%
AG
37
Advisor Group
Arizona
$89K -$375 -94 -0.4%
SSWM
38
Smith Salley Wealth Management
North Carolina
$72K
FAAS
39
First Allied Advisory Services
California
$68K +$5.64K +1,415 +9%
VF
40
Virtu Financial
New York
$63K -$128K -32,214 -67%
PTC
41
Philadelphia Trust Company
Pennsylvania
$63K
OIA
42
Optimum Investment Advisors
Illinois
$62K +$1.44K +361 +2%
NL
43
NVWM LLC
Pennsylvania
$59K
BRWA
44
B. Riley Wealth Advisors
Florida
$51K -$321K -80,616 -86%
SWM
45
SeaCrest Wealth Management
New York
$51K
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$49K -$3.73K -936 -7%
Stifel Financial
47
Stifel Financial
Missouri
$49K -$2.05K -515 -4%
OC
48
Oppenheimer & Co
New York
$48K -$16.7K -4,200 -26%
MMG
49
Monetary Management Group
Missouri
$48K
SAM
50
SignalPoint Asset Management
Missouri
$45K +$45.2K +11,351 New

MIN Hedge Fund Activity: Q1 2018 in Review

75 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2018, worth a combined $167M — up 0.46% from $166M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MIN positions and 9 closed out — a net gain of 1 holder — while 21 added to existing stakes and 19 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $7.42M. The largest seller was Karpus Investment Management, cutting an estimated $1.39M.

  • 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $167M of Aberdeen Intermediate Income Fund stock for Q1 2018, up 0.46% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2018 and 9 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2018 was 1607 Capital Partners, an estimated $7.42M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2018 was Karpus Investment Management, an estimated $1.39M sold.

Based on aggregated 13F filings for Q1 2018.