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MIN

Aberdeen Intermediate Income Fund

72 hedge funds and large institutions have $165M invested in Aberdeen Intermediate Income Fund in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 20 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.49% more ownership

Funds ownership: 30.15%31.64% (+1.5%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

3% more capital invested

Capital invested by funds: $161M → $165M (+$4.32M)

0% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 20

3% less funds holding

Funds holding: 7472 (-2)

Holders
72
Holders Change
-2
Holders Change %
-2.7%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
20
Reduced
20
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$45.3M +$9.39M +2,132,955 +26%
SIA
2
Sit Investment Associates
Minnesota
$36.6M +$1M +228,300 +3%
KIM
3
Karpus Investment Management
New York
$26.4M -$2.43M -551,169 -8%
RVPG
4
Relative Value Partners Group
$14.4M -$494K -112,191 -3%
1CP
5
1607 Capital Partners
Virginia
$10.7M +$6.88M +1,563,591 +185%
Morgan Stanley
6
Morgan Stanley
New York
$5.83M +$128K +29,057 +2%
Invesco
7
Invesco
Georgia
$5.19M -$154K -35,102 -3%
Bank of America
8
Bank of America
North Carolina
$4.73M +$351K +79,810 +8%
UBS Group
9
UBS Group
Switzerland
$2.14M +$65.6K +14,908 +3%
AA
10
Ancora Advisors
Ohio
$1.96M -$30K -6,821 -2%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.64M
LPL Financial
12
LPL Financial
California
$1.17M -$373K -84,793 -24%
WP
13
WealthSource Partners
California
$954K +$17.7K +4,033 +2%
LCM
14
Landscape Capital Management
New Jersey
$724K +$444K +100,980 +162%
AG
15
Advisor Group
Arizona
$631K +$17.6K +4,010 +3%
SRC
16
Shufro Rose & Co
New York
$582K +$577K +131,110 New
DHFB
17
Dixon Hubard Feinour & Brown
Virginia
$557K -$117K -26,500 -17%
BRWA
18
B. Riley Wealth Advisors
Florida
$540K -$44.6K -10,144 -8%
FIMG
19
Financial & Investment Management Group
Michigan
$409K +$405K +92,084 New
RJA
20
Raymond James & Associates
Florida
$387K -$45.5K -10,340 -11%
SFS
21
Shaker Financial Services
Virginia
$342K +$338K +76,916 New
DA
22
Doliver Advisors
Texas
$340K +$74.9K +17,019 +29%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$318K -$19.2K -4,359 -6%
BCA
24
Benchmark Capital Advisors
New York
$303K
PLFAM
25
Pineno Levin & Ford Asset Management
Virginia
$253K -$440 -100 -0.2%

MIN Hedge Fund Activity: Q4 2016 in Review

72 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2016, worth a combined $165M — up 2.7% from $161M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MIN positions and 11 closed out — a net gain of 1 holder — while 20 added to existing stakes and 20 trimmed.

The largest buyer was Wells Fargo, adding an estimated $9.39M. The largest seller was Kovitz Investment Group Partners, exiting entirely with an estimated $3.9M sold.

  • 72 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2016, down from 74 in Q3 2016.
  • Funds reported $165M of Aberdeen Intermediate Income Fund stock for Q4 2016, up 2.7% quarter-over-quarter.
  • 12 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2016 and 11 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2016 was Wells Fargo, an estimated $9.39M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2016 was Kovitz Investment Group Partners, an estimated $3.9M sold.

Based on aggregated 13F filings for Q4 2016.