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MIN

Aberdeen Intermediate Income Fund
MIN

75 hedge funds and large institutions have $166M invested in Aberdeen Intermediate Income Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

6% more funds holding

Funds holding: 71 → 75 (+4)

2.02% more ownership

Funds ownership: 36.35% → 38.37% (+2%)

3% more capital invested

Capital invested by funds: $160M → $166M (+$5.32M)

60% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 30

Holders
75
Holders Change
+4
Holders Change %
+5.63%
% of All Funds
1.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
12
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
+$13.2M
2
Wells Fargo
Wells Fargo
California
+$3.57M
3
RVPG
Relative Value Partners Group
+$906K
4
MFW
Meristem Family Wealth
Minnesota
+$170K
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$88.3K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.48M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$748K
3
Morgan Stanley
Morgan Stanley
New York
-$599K
4
Bank of America
Bank of America
North Carolina
-$538K
5
AA
Ancora Advisors
Ohio
-$383K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
51
Citigroup
New York
$43K -$18K -4,893 -29%
BTS
52
BB&T Securities
Virginia
$43K – – –
AG
53
Advisor Group
Arizona
$40K – – –
BAM
54
Brave Asset Management
New Jersey
$37K – – –
CFA
55
Capstone Financial Advisors
Illinois
$37K +$36.9K +10,000 New
WIC
56
Woodmont Investment Counsel
Tennessee
$37K +$36.9K +10,000 New
MMG
57
Monetary Management Group
Missouri
$36K – – –
HWM
58
Holloway Wealth Management
Florida
$33K – – –
SWP
59
Strategic Wealth Partners
Ohio
$26K – – –
AIM
60
Anchor Investment Management
South Carolina
$22K – – –
CFA
61
Carroll Financial Associates
North Carolina
$20K – – –
CFGS
62
Concourse Financial Group Securities
Alabama
$20K +$20.3K +5,500 New
BOPW
63
Brandywine Oak Private Wealth
Pennsylvania
$19K +$19.3K +5,230 New
APA
64
American Portfolios Advisors
New York
$8.26K – – –
PWMG
65
Prestige Wealth Management Group
New Jersey
$8K +$7.56K +2,050 New
DAM
66
Delta Asset Management
Tennessee
$7K -$5.53K -1,500 -44%
MFW
67
Mosaic Family Wealth
Missouri
$7K – – –
BAM
68
Bruderman Asset Management
New York
$7K +$6.55K +1,777 New
RFM
69
Royal Fund Management
Florida
$5K – – –
MOS
70
MGO One Seven
Ohio
$5K +$6K +1,628 New
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$4K +$1.84K +500 +81%
BC
72
Bartlett & Co
Ohio
$3K – – –
BCWM
73
Bartlett & Co Wealth Management
Ohio
$2.66K – – –
GWMIA
74
Global Wealth Management Investment Advisory
Florida
$2K +$2.44K +661 New
HCM
75
Highlander Capital Management
New Jersey
$1K – – –
1 2
3
4

MIN Hedge Fund Activity: Q4 2018 in Review

75 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2018, worth a combined $166M — up 3.3% from $160M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MIN positions and 11 closed out — a net gain of 4 holders — while 12 added to existing stakes and 30 trimmed.

The largest buyer was 1607 Capital Partners, adding an estimated $13.2M. The largest seller was Sit Investment Associates, cutting an estimated $5.48M.

  • 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2018, up from 71 in Q3 2018.
  • Funds reported $166M of Aberdeen Intermediate Income Fund stock for Q4 2018, up 3.3% quarter-over-quarter.
  • 15 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2018 and 11 closed out, a net change of +4 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2018 was 1607 Capital Partners, an estimated $13.2M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2018 was Sit Investment Associates, an estimated $5.48M sold.

Based on aggregated 13F filings for Q4 2018.