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MIN

Aberdeen Intermediate Income Fund
MIN

83 hedge funds and large institutions have $123M invested in Aberdeen Intermediate Income Fund in 2014 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 5

59% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 17

9% more funds holding

Funds holding: 76 → 83 (+7)

9% more capital invested

Capital invested by funds: $113M → $123M (+$10.4M)

3.1% more ownership

Funds ownership: 19.13% → 22.23% (+3.1%)

Holders
83
Holders Change
+7
Holders Change %
+9.21%
% of All Funds
2.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
27
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$9.79M
2
KIM
Karpus Investment Management
New York
+$8.11M
3
FIMG
Financial & Investment Management Group
Michigan
+$6.32M
4
RVP
Relative Value Partners
Illinois
+$2.81M
5
Wells Fargo
Wells Fargo
California
+$2.66M

Top Sellers

Rank Fund Capital Flow
1
ACM
Ashford Capital Management
Delaware
-$1.78M
2
AIM
Assured Investment Management
New York
-$1.17M
3
Citigroup
Citigroup
New York
-$714K
4
SFS
Shaker Financial Services
Virginia
-$470K
5
WA
WFG Advisors
Texas
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$96K -$5.14K -1,033 -5%
PR
52
Payden & Rygel
California
$96K – – –
RJT
53
Raymond James Trust
Florida
$88K – – –
Citadel Advisors
54
Citadel Advisors
Florida
$85K +$88.7K +17,803 New
CS
55
Credit Suisse
Switzerland
$82K +$85.7K +17,200 New
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$80.7K -$5.48K -1,100 -6%
PTC
57
Philadelphia Trust Company
Pennsylvania
$77K +$80.2K +16,100 New
ATC
58
Argent Trust Company
Louisiana
$76K – – –
MMG
59
Monetary Management Group
Missouri
$73K -$49.8K -10,000 -40%
Bank of New York Mellon
60
Bank of New York Mellon
New York
$70K -$24K -4,824 -25%
LTFS
61
Ladenburg Thalmann Financial Services
Florida
$67K +$66K +13,257 +1,763%
WPC
62
White Pine Capital
Minnesota
$67K +$69.7K +14,000 New
WA
63
WFG Advisors
Texas
$63K -$252K -50,583 -79%
UCFA
64
United Capital Financial Advisors
Texas
$61K – – –
SMC
65
Smith, Moore & Co
Missouri
$58K – – –
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$56K – – –
OIA
67
Optimum Investment Advisors
Illinois
$56K +$1.33K +267 +2%
NPC
68
National Planning Corporation
California
$45.4K +$45.1K +9,053 New
RNS
69
Robert N. Shapiro
$30K – – –
Citigroup
70
Citigroup
New York
$29K -$714K -143,339 -96%
CFA
71
Carroll Financial Associates
North Carolina
$27K +$27.4K +5,500 New
MFS
72
MSI Financial Services
Massachusetts
$23K +$4.26K +856 +21%
Creative Planning
73
Creative Planning
Kansas
$22K -$10.2K -2,039 -31%
AIG
74
American International Group
New York
$20.2K -$2.32K -465 -10%
GGPS
75
Gary Goldberg Planning Services
New York
$19K – – –
1 2
3
4

MIN Hedge Fund Activity: Q4 2014 in Review

83 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2014, worth a combined $123M — up 9.2% from $113M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MIN positions and 5 closed out — a net gain of 11 holders — while 27 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $9.79M. The largest seller was Ashford Capital Management, cutting an estimated $1.78M.

  • 83 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2014, up from 76 in Q3 2014.
  • Funds reported $123M of Aberdeen Intermediate Income Fund stock for Q4 2014, up 9.2% quarter-over-quarter.
  • 16 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2014 and 5 closed out, a net change of +11 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2014 was Sit Investment Associates, an estimated $9.79M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2014 was Ashford Capital Management, an estimated $1.78M sold.

Based on aggregated 13F filings for Q4 2014.