Aberdeen Intermediate Income Fund
MIN
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.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
7% more funds holding
Funds holding: 70 → 75 (+5)
1.02% more ownership
Funds ownership: 33.61% → 34.64% (+1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$5.62M |
| 2 |
LPL Financial
San Diego,
California
|
+$3.27M |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.23M |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$912K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$6.89M |
| 2 |
RVPG
Relative Value Partners Group
|
-$1.97M |
| 3 |
Morgan Stanley
New York
|
-$1.44M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$317K |
| 5 |
PLFAM
Pineno Levin & Ford Asset Management
Richmond,
Virginia
|
-$221K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SPIA
76
Steward Partners Investment Advisory
New York
| $1K | +$436 | +104 | +66% |
|
|
PLFAM
77
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| – | -$221K | -51,600 | Closed |
|
78
Millennium Management
New York
| – | -$101K | -23,659 | Closed |
|
79
Ameriprise
Minneapolis,
Minnesota
| – | -$89K | -20,869 | Closed |
|
80
William Blair & Company
Chicago,
Illinois
| – | -$86K | -20,155 | Closed |
|
|
UCFA
81
United Capital Financial Advisors
Irving,
Texas
| – | -$71K | -16,672 | Closed |
|
|
ASN
82
Advisory Services Network
Atlanta,
Georgia
| – | -$14.7K | -3,500 | Closed |
|
|
PCM
83
Penserra Capital Management
Orinda,
California
| – | -$6K | -1,560 | Closed |
|
|
WT
84
Whittier Trust
South Pasadena,
California
| – | -$1K | -149 | Closed |
|
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.