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MIN

Aberdeen Intermediate Income Fund

75 hedge funds and large institutions have $166M invested in Aberdeen Intermediate Income Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

7% more funds holding

Funds holding: 7075 (+5)

1.02% more ownership

Funds ownership: 33.61%34.64% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

2% less capital invested

Capital invested by funds: $170M → $166M (-$4.2M)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$44K -$6.28K -1,500 -13%
BTS
52
BB&T Securities
Virginia
$44K
RJT
53
Raymond James Trust
Florida
$43K
WIC
54
Woodmont Investment Counsel
Tennessee
$42K +$41.9K +10,000 New
HWM
55
Holloway Wealth Management
Florida
$33K
Citigroup
56
Citigroup
New York
$25K -$21 -5 -0.1%
AIM
57
Anchor Investment Management
South Carolina
$24.9K
FDCDDQ
58
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.9K
CFA
59
Carroll Financial Associates
North Carolina
$22K -$88 -21 -0.4%
MOS
60
MGO One Seven
Ohio
$20K +$19.7K +4,699 New
IA
61
IFP Advisors
Florida
$17K
DAM
62
Delta Asset Management
Tennessee
$14K
SWP
63
Stratos Wealth Partners
Ohio
$12K +$11.8K +2,828 New
APA
64
American Portfolios Advisors
New York
$9.34K +$9.43K +2,250 New
GWM
65
Geneos Wealth Management
Colorado
$9K
SEI Investments
66
SEI Investments
Pennsylvania
$9K
MFW
67
Mosaic Family Wealth
Missouri
$8K
CA
68
Calton & Associates
Florida
$8K +$8.65K +2,066 New
RFM
69
Royal Fund Management
Florida
$6K
WAM
70
Wealthspire Advisors (Maryland)
Maryland
$5K -$2.28K -544 -33%
TCOV
71
Trust Company of Vermont
Vermont
$4K +$3.9K +930 New
Kovitz Investment Group Partners
72
Kovitz Investment Group Partners
Illinois
$3.47K -$84.3K -20,120 -2%
BC
73
Bartlett & Co
Ohio
$3K
Fifth Third Bancorp
74
Fifth Third Bancorp
Ohio
$3K
HCM
75
Highlander Capital Management
New Jersey
$2K

MIN Hedge Fund Activity: Q4 2017 in Review

75 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2017, worth a combined $166M — down 2.5% from $170M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MIN positions and 8 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.62M. The largest seller was Karpus Investment Management, cutting an estimated $6.89M.

  • 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $166M of Aberdeen Intermediate Income Fund stock for Q4 2017, down 2.5% quarter-over-quarter.
  • 13 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2017 and 8 closed out, a net change of +5 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $5.62M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2017 was Karpus Investment Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2017.