Aberdeen Intermediate Income Fund
MIN
75 hedge funds and large institutions have $180M invested in Aberdeen Intermediate Income Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.
43% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 7
4% more funds holding
Funds holding: 72 → 75 (+3)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
2% more capital invested
Capital invested by funds: $177M → $180M (+$3.39M)
0.56% more ownership
Funds ownership: 34.9% → 35.46% (+0.56%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.67M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$754K |
| 3 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$625K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$242K |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$558K |
| 2 |
LPL Financial
San Diego,
California
|
-$500K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$391K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$340K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFS
76
Shaker Financial Services
Arlington,
Virginia
| – | -$340K | -78,980 | Closed |
|
|
WAM
77
Wolverine Asset Management
Chicago,
Illinois
| – | -$119K | -27,709 | Closed |
|
78
Mariner
Overland Park,
Kansas
| – | -$103K | -23,943 | Closed |
|
|
PR
79
Payden & Rygel
Los Angeles,
California
| – | -$86K | -20,000 | Closed |
|
|
CWM
80
Concert Wealth Management
San Jose,
California
| – | -$86K | -19,370 | Closed |
|
81
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$14K | -3,140 | Closed |
|
|
AF
82
Allworth Financial
Folsom,
California
| – | -$3K | -767 | Closed |
|
|
SPIA
83
Steward Partners Investment Advisory
New York
| – | +$4 | +1 | +0.6% |
|
MIN Hedge Fund Activity: Q2 2017 in Review
75 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2017, worth a combined $180M — up 1.9% from $177M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MIN positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $3.67M. The largest seller was Karpus Investment Management, cutting an estimated $558K.
- 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2017, up from 72 in Q1 2017.
- Funds reported $180M of Aberdeen Intermediate Income Fund stock for Q2 2017, up 1.9% quarter-over-quarter.
- 10 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2017 and 7 closed out, a net change of +3 holders.
- The largest Aberdeen Intermediate Income Fund buyer in Q2 2017 was Sit Investment Associates, an estimated $3.67M added.
- The largest Aberdeen Intermediate Income Fund seller in Q2 2017 was Karpus Investment Management, an estimated $558K sold.
Based on aggregated 13F filings for Q2 2017.