Aberdeen Intermediate Income Fund
MIN
71 hedge funds and large institutions have $160M invested in Aberdeen Intermediate Income Fund in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 16 closing their positions.
0.12% more ownership
Funds ownership: 36.23% → 36.35% (+0.12%)
3% less capital invested
Capital invested by funds: $165M → $160M (-$4.5M)
11% less funds holding
Funds holding: 80 → 71 (-9)
14% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 22
56% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.38M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.29M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$1.83M |
| 4 |
SRC
Shufro Rose & Co
New York
|
+$470K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$378K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.85M |
| 2 |
LPL Financial
San Diego,
California
|
-$2.37M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$247K |
| 4 |
Morgan Stanley
New York
|
-$125K |
| 5 |
RVPG
Relative Value Partners Group
|
-$107K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
DA
76
Doliver Advisors
Houston,
Texas
| – | -$74K | -19,213 | Closed |
|
|
MGIA
77
Moneta Group Investment Advisors
St Louis,
Missouri
| – | -$43K | -11,100 | Closed |
|
|
WIC
78
Woodmont Investment Counsel
Nashville,
Tennessee
| – | -$39K | -10,000 | Closed |
|
|
CF
79
Centaurus Financial
Anaheim,
California
| – | -$19K | -5,000 | Closed |
|
|
IA
80
IFP Advisors
Tampa,
Florida
| – | -$16K | -4,101 | Closed |
|
|
CPIG
81
Chicago Partners Investment Group
Chicago,
Illinois
| – | -$11K | -2,846 | Closed |
|
82
SEI Investments
Oaks,
Pennsylvania
| – | -$9K | -2,307 | Closed |
|
|
GWM
83
Geneos Wealth Management
Englewood,
Colorado
| – | -$8K | -2,302 | Closed |
|
|
PMFA
84
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$8K | -2,000 | Closed |
|
|
BWM
85
Baystate Wealth Management
Boston,
Massachusetts
| – | -$6K | -1,500 | Closed |
|
|
TCOV
86
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$5K | -1,263 | Closed |
|
|
TC
87
Trilogy Capital
Irvine,
California
| – | -$2K | -599 | Closed |
|
88
Fidelity Investments
Boston,
Massachusetts
| – | +$4 | +1 | New |
|
MIN Hedge Fund Activity: Q3 2018 in Review
71 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2018, worth a combined $160M — down 2.7% from $165M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of MIN and 7 opened new positions — a net loss of 9 holders — while 22 trimmed existing stakes and 19 added.
The largest buyer was Karpus Investment Management, adding an estimated $7.38M. The largest seller was Sit Investment Associates, cutting an estimated $8.85M.
- 71 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2018, down from 80 in Q2 2018.
- Funds reported $160M of Aberdeen Intermediate Income Fund stock for Q3 2018, down 2.7% quarter-over-quarter.
- 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2018 and 16 closed out, a net change of -9 holders.
- The largest Aberdeen Intermediate Income Fund buyer in Q3 2018 was Karpus Investment Management, an estimated $7.38M added.
- The largest Aberdeen Intermediate Income Fund seller in Q3 2018 was Sit Investment Associates, an estimated $8.85M sold.
Based on aggregated 13F filings for Q3 2018.