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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$11.4M |
| 2 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
+$3.73M |
| 3 |
RVPG
Relative Value Partners Group
|
+$2.36M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$406K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$393K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$602K |
| 2 |
Morgan Stanley
New York
|
-$569K |
| 3 |
LPL Financial
San Diego,
California
|
-$542K |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$508K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$505K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Jane Street
New York
| – | -$50K | -11,261 | Closed |
|
|
WS
77
Wedbush Securities
Los Angeles,
California
| – | -$47K | -10,526 | Closed |
|
|
BAM
78
Bruderman Asset Management
Locust Valley,
New York
| – | -$18K | -4,000 | Closed |
|
|
MPWT
79
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| – | -$13.4K | -3,022 | Closed |
|
80
US Bancorp
Minneapolis,
Minnesota
| – | -$1K | -311 | Closed |
|
|
SPIA
81
Steward Partners Investment Advisory
New York
| – | +$669 | +154 | New |
|
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.