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MIN

Aberdeen Intermediate Income Fund
MIN

72 hedge funds and large institutions have $177M invested in Aberdeen Intermediate Income Fund in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $165M → $177M (+$11.6M)

3.26% more ownership

Funds ownership: 31.64% → 34.9% (+3.3%)

0% more funds holding

Funds holding: 72 → 72 (0)

Holders
72
Holders Change
–
Holders Change %
0%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
23
Reduced
18
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$11.4M
2
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
+$3.73M
3
RVPG
Relative Value Partners Group
+$2.36M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$406K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$393K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$602K
2
Morgan Stanley
Morgan Stanley
New York
-$569K
3
LPL Financial
LPL Financial
California
-$542K
4
AG
Advisor Group
Arizona
-$508K
5
Wells Fargo
Wells Fargo
California
-$505K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
51
Raymond James Trust
Florida
$44K – – –
HWM
52
Holloway Wealth Management
Florida
$34K – – –
Citigroup
53
Citigroup
New York
$27K -$61 -14 -0.2%
AIM
54
Anchor Investment Management
South Carolina
$25.9K +$26.1K +6,000 New
CFA
55
Carroll Financial Associates
North Carolina
$23K – – –
DAM
56
Delta Asset Management
Tennessee
$15K – – –
ASN
57
Advisory Services Network
Georgia
$15K +$15.2K +3,500 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$14K – – –
HNB
59
Huntington National Bank
Ohio
$13K – – –
PCM
60
Penserra Capital Management
California
$12K +$3.69K +849 +44%
GWM
61
Geneos Wealth Management
Colorado
$9K – – –
MFW
62
Mosaic Family Wealth
Missouri
$9K – – –
WAM
63
Wealthspire Advisors (Maryland)
Maryland
$7K +$2.43K +560 +55%
Fifth Third Bancorp
64
Fifth Third Bancorp
Ohio
$6K -$3.02K -695 -35%
RFM
65
Royal Fund Management
Florida
$6K – – –
ECM
66
Estabrook Capital Management
New York
$5.39K +$5.43K +1,250 New
CHC
67
City Holding Co
West Virginia
$4K – – –
BC
68
Bartlett & Co
Ohio
$3K – – –
SEI Investments
69
SEI Investments
Pennsylvania
$3K – – –
AF
70
Allworth Financial
California
$3K +$3.33K +767 New
HCM
71
Highlander Capital Management
New Jersey
$2K – – –
WT
72
Whittier Trust
California
$1K +$647 +149 New
VKH
73
Virtu KCG Holdings
New York
– -$230K -51,695 Closed
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
– -$89K -20,019 Closed
Squarepoint
75
Squarepoint
New York
– -$84K -18,900 Closed
1 2
3
4

MIN Hedge Fund Activity: Q1 2017 in Review

72 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2017, worth a combined $177M — up 7% from $165M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MIN positions and 8 closed out — a net gain of 1 holder — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $11.4M. The largest seller was Karpus Investment Management, cutting an estimated $602K.

  • 72 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2017, unchanged from Q4 2016.
  • Funds reported $177M of Aberdeen Intermediate Income Fund stock for Q1 2017, up 7% quarter-over-quarter.
  • 9 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2017 and 8 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2017 was Sit Investment Associates, an estimated $11.4M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2017 was Karpus Investment Management, an estimated $602K sold.

Based on aggregated 13F filings for Q1 2017.