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MIN

Aberdeen Intermediate Income Fund
MIN

70 hedge funds and large institutions have $170M invested in Aberdeen Intermediate Income Fund in 2017 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.85% less ownership

Funds ownership: 35.46% → 33.61% (-1.8%)

6% less capital invested

Capital invested by funds: $180M → $170M (-$10.4M)

7% less funds holding

Funds holding: 75 → 70 (-5)

13% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 23

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
70
Holders Change
-5
Holders Change %
-6.67%
% of All Funds
1.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
20
Reduced
23
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.14M
2
Morgan Stanley
Morgan Stanley
New York
+$650K
3
PAG
Private Advisor Group
New Jersey
+$233K
4
AA
Ancora Advisors
Ohio
+$190K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$95.9K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$8.3M
2
RVPG
Relative Value Partners Group
-$1.12M
3
Wells Fargo
Wells Fargo
California
-$1.05M
4
SRC
Shufro Rose & Co
New York
-$603K
5
1CP
1607 Capital Partners
Virginia
-$425K
Name Holding Trade Value Shares
Change 		Change in
Stake
VF
51
Virtu Financial
New York
$50K +$50.7K +11,791 New
BTS
52
BB&T Securities
Virginia
$46K – – –
RJT
53
Raymond James Trust
Florida
$44K – – –
HWM
54
Holloway Wealth Management
Florida
$34K – – –
Citigroup
55
Citigroup
New York
$26K -$43 -10 -0.2%
AIM
56
Anchor Investment Management
South Carolina
$25.7K – – –
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.7K +$25.8K +6,000 New
CFA
58
Carroll Financial Associates
North Carolina
$23K +$90 +21 +0.4%
IA
59
IFP Advisors
Florida
$18K +$4.2K +976 +31%
ASN
60
Advisory Services Network
Georgia
$15K – – –
DAM
61
Delta Asset Management
Tennessee
$14K – – –
GWM
62
Geneos Wealth Management
Colorado
$9K – – –
SEI Investments
63
SEI Investments
Pennsylvania
$9K – – –
MFW
64
Mosaic Family Wealth
Missouri
$8K – – –
WAM
65
Wealthspire Advisors (Maryland)
Maryland
$7K +$159 +37 +2%
PCM
66
Penserra Capital Management
California
$6K -$6.48K -1,506 -49%
RFM
67
Royal Fund Management
Florida
$6K – – –
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$3K -$5.37K -1,248 -67%
BC
69
Bartlett & Co
Ohio
$3K – – –
HCM
70
Highlander Capital Management
New Jersey
$2K – – –
WT
71
Whittier Trust
California
$1K – – –
IFWM
72
Institute for Wealth Management
Colorado
– -$83K -19,370 Closed
Goldman Sachs
73
Goldman Sachs
New York
– -$44K -10,238 Closed
SFM
74
Signet Financial Management
New Jersey
– -$43K -10,000 Closed
Creative Planning
75
Creative Planning
Kansas
– -$22K -5,200 Closed
1 2
3
4

MIN Hedge Fund Activity: Q3 2017 in Review

70 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2017, worth a combined $170M — down 5.8% from $180M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of MIN and 7 opened new positions — a net loss of 3 holders — while 23 trimmed existing stakes and 20 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.14M. The largest seller was Karpus Investment Management, cutting an estimated $8.3M.

  • 70 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2017, down from 75 in Q2 2017.
  • Funds reported $170M of Aberdeen Intermediate Income Fund stock for Q3 2017, down 5.8% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2017 and 10 closed out, a net change of -3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2017 was Sit Investment Associates, an estimated $2.14M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2017 was Karpus Investment Management, an estimated $8.3M sold.

Based on aggregated 13F filings for Q3 2017.