We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund

71 hedge funds and large institutions have $160M invested in Aberdeen Intermediate Income Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 36.23%36.35% (+0.12%)

3% less capital invested

Capital invested by funds: $165M → $160M (-$4.5M)

11% less funds holding

Funds holding: 8071 (-9)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
71
Holders Change
-9
Holders Change %
-11.25%
% of All Funds
1.62%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
19
Reduced
22
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
26
Benchmark Capital Advisors
New York
$227K
DAS
27
Dynamic Advisor Solutions
Arizona
$224K -$2.77K -729 -1%
DHFB
28
Dixon Hubard Feinour & Brown
Virginia
$185K
PMG
29
ProVise Management Group
Florida
$139K -$5.13K -1,350 -4%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$139K
SMC
31
Smith, Moore & Co
Missouri
$137K +$16K +4,200 +13%
SI
32
Stephens Inc
Arkansas
$131K
RJFSA
33
Raymond James Financial Services Advisors
Florida
$128K +$6.42K +1,691 +5%
Creative Planning
34
Creative Planning
Kansas
$117K +$118K +31,137 New
Commonwealth Equity Services
35
Commonwealth Equity Services
Massachusetts
$116K -$42.9K -11,302 -27%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$113K -$11.4K -2,989 -9%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$113K +$20.9K +5,500 +22%
GIP
38
Greatmark Investment Partners
Georgia
$106K
SSWM
39
Smith Salley Wealth Management
North Carolina
$69K
Citigroup
40
Citigroup
New York
$63K +$37.4K +9,851 +142%
OIA
41
Optimum Investment Advisors
Illinois
$62K +$1.43K +376 +2%
PTC
42
Philadelphia Trust Company
Pennsylvania
$61K
FAAS
43
First Allied Advisory Services
California
$59K -$38 -10 -0.1%
HWM
44
Holloway Wealth Management
Florida
$59K
Citadel Advisors
45
Citadel Advisors
Florida
$55K -$74.3K -19,556 -57%
William Blair & Company
46
William Blair & Company
Illinois
$54K -$5.26K -1,384 -9%
SWM
47
SeaCrest Wealth Management
New York
$49K
PA
48
Parallel Advisors
California
$49K +$49.4K +13,002 New
SAM
49
SignalPoint Asset Management
Missouri
$44K +$562 +148 +1%
BTS
50
BB&T Securities
Virginia
$44K +$3.8K +1,000 +9%

MIN Hedge Fund Activity: Q3 2018 in Review

71 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2018, worth a combined $160M — down 2.7% from $165M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MIN and 7 opened new positions — a net loss of 9 holders — while 22 trimmed existing stakes and 19 added.

The largest buyer was Karpus Investment Management, adding an estimated $7.38M. The largest seller was Sit Investment Associates, cutting an estimated $8.85M.

  • 71 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2018, down from 80 in Q2 2018.
  • Funds reported $160M of Aberdeen Intermediate Income Fund stock for Q3 2018, down 2.7% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2018 and 16 closed out, a net change of -9 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $7.38M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2018 was Sit Investment Associates, an estimated $8.85M sold.

Based on aggregated 13F filings for Q3 2018.