Aberdeen Intermediate Income Fund
MIN
75 hedge funds and large institutions have $166M invested in Aberdeen Intermediate Income Fund in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 12 increasing their positions, 30 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
6% more funds holding
Funds holding: 71 → 75 (+4)
2.02% more ownership
Funds ownership: 36.35% → 38.37% (+2%)
3% more capital invested
Capital invested by funds: $160M → $166M (+$5.32M)
60% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$13.2M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$3.57M |
| 3 |
RVPG
Relative Value Partners Group
|
+$906K |
| 4 |
MFW
Meristem Family Wealth
Minnetonka,
Minnesota
|
+$170K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$88.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.48M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$748K |
| 3 |
Morgan Stanley
New York
|
-$599K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$538K |
| 5 |
AA
Ancora Advisors
Cleveland,
Ohio
|
-$383K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LPWM
76
Lake Point Wealth Management
Rockwall,
Texas
| $1K | +$136 | +37 | New |
|
|
PAG
77
Private Advisor Group
Morristown,
New Jersey
| – | -$326K | -86,760 | Closed |
|
78
Citadel Advisors
Miami,
Florida
| – | -$55K | -14,582 | Closed |
|
79
William Blair & Company
Chicago,
Illinois
| – | -$54K | -14,465 | Closed |
|
80
Janney Montgomery Scott
Philadelphia,
Pennsylvania
| – | -$42K | -11,067 | Closed |
|
|
RJT
81
Raymond James Trust
St. Petersburg,
Florida
| – | -$39K | -10,300 | Closed |
|
|
BRWA
82
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$39K | -10,172 | Closed |
|
|
SWP
83
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$11K | -2,828 | Closed |
|
|
PFGIA
84
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | -$9K | -2,400 | Closed |
|
|
SFM
85
Signet Financial Management
Parsippany,
New Jersey
| – | -$6K | -1,500 | Closed |
|
|
SPIA
86
Steward Partners Investment Advisory
New York
| – | -$1K | -274 | Closed |
|
MIN Hedge Fund Activity: Q4 2018 in Review
75 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2018, worth a combined $166M — up 3.3% from $160M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new MIN positions and 11 closed out — a net gain of 4 holders — while 12 added to existing stakes and 30 trimmed.
The largest buyer was 1607 Capital Partners, adding an estimated $13.2M. The largest seller was Sit Investment Associates, cutting an estimated $5.48M.
- 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2018, up from 71 in Q3 2018.
- Funds reported $166M of Aberdeen Intermediate Income Fund stock for Q4 2018, up 3.3% quarter-over-quarter.
- 15 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2018 and 11 closed out, a net change of +4 holders.
- The largest Aberdeen Intermediate Income Fund buyer in Q4 2018 was 1607 Capital Partners, an estimated $13.2M added.
- The largest Aberdeen Intermediate Income Fund seller in Q4 2018 was Sit Investment Associates, an estimated $5.48M sold.
Based on aggregated 13F filings for Q4 2018.