Aberdeen Intermediate Income Fund
MIN
80 hedge funds and large institutions have $165M invested in Aberdeen Intermediate Income Fund in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 12 increasing their positions, 33 reducing their positions, and 7 closing their positions.
86% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 7
7% more funds holding
Funds holding: 75 → 80 (+5)
0.36% more ownership
Funds ownership: 35.87% → 36.23% (+0.36%)
1% less capital invested
Capital invested by funds: $167M → $165M (-$1.57M)
64% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 33
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$8.08M |
| 2 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$1.21M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$326K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$257K |
| 5 |
LCM
Laurion Capital Management
New York
|
+$248K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.73M |
| 2 |
RVPG
Relative Value Partners Group
|
-$470K |
| 3 |
DHFB
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
|
-$295K |
| 4 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$282K |
| 5 |
LPL Financial
San Diego,
California
|
-$259K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BC
76
Bartlett & Co
Cincinnati,
Ohio
| $3K | – | – | – |
|
|
BCWM
77
Bartlett & Co Wealth Management
Cincinnati,
Ohio
| $2.8K | – | – | – |
|
78
Fifth Third Bancorp
Cincinnati,
Ohio
| $2K | – | – | – |
|
|
HCM
79
Highlander Capital Management
Short Hills,
New Jersey
| $2K | – | – | – |
|
|
TC
80
Trilogy Capital
Irvine,
California
| $2K | +$50 | +13 | +2% |
|
|
SPIA
81
Steward Partners Investment Advisory
New York
| $1K | -$566 | -146 | -35% |
|
|
PMG
82
ProVise Management Group
Clearwater,
Florida
| $148 | +$1.36K | +350 | +0.9% |
|
|
NL
83
NVWM LLC
Yardley,
Pennsylvania
| – | -$59K | -15,000 | Closed |
|
84
Stifel Financial
St. Louis,
Missouri
| – | -$49K | -12,645 | Closed |
|
|
OC
85
Oppenheimer & Co
New York
| – | -$48K | -12,200 | Closed |
|
|
BAM
86
Bruderman Asset Management
Locust Valley,
New York
| – | -$16K | -4,000 | Closed |
|
|
SWP
87
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$11K | -2,828 | Closed |
|
88
JP Morgan Chase
New York
| – | -$9K | -2,384 | Closed |
|
|
WAM
89
Wealthspire Advisors (Maryland)
Potomac,
Maryland
| – | -$4K | -1,135 | Closed |
|
MIN Hedge Fund Activity: Q2 2018 in Review
80 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2018, worth a combined $165M — down 0.94% from $167M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new MIN positions and 7 closed out — a net gain of 6 holders — while 12 added to existing stakes and 33 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $8.08M. The largest seller was Sit Investment Associates, cutting an estimated $6.73M.
- 80 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2018, up from 75 in Q1 2018.
- Funds reported $165M of Aberdeen Intermediate Income Fund stock for Q2 2018, down 0.94% quarter-over-quarter.
- 13 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2018 and 7 closed out, a net change of +6 holders.
- The largest Aberdeen Intermediate Income Fund buyer in Q2 2018 was 1607 Capital Partners, an estimated $8.08M added.
- The largest Aberdeen Intermediate Income Fund seller in Q2 2018 was Sit Investment Associates, an estimated $6.73M sold.
Based on aggregated 13F filings for Q2 2018.