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MIN

Aberdeen Intermediate Income Fund

75 hedge funds and large institutions have $180M invested in Aberdeen Intermediate Income Fund in 2017 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 7

4% more funds holding

Funds holding: 7275 (+3)

5% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 20

2% more capital invested

Capital invested by funds: $177M → $180M (+$3.39M)

0.56% more ownership

Funds ownership: 34.9%35.46% (+0.56%)

Holders
75
Holders Change
+3
Holders Change %
+4.17%
% of All Funds
1.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
10
Increased
21
Reduced
20
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$50.6M +$3.67M +848,485 +8%
Wells Fargo
2
Wells Fargo
California
$43.2M -$391K -90,346 -0.9%
KIM
3
Karpus Investment Management
New York
$24.5M -$558K -128,924 -2%
RVPG
4
Relative Value Partners Group
$16.5M +$178K +41,165 +1%
1CP
5
1607 Capital Partners
Virginia
$10.4M -$306K -70,700 -3%
Invesco
6
Invesco
Georgia
$5.17M +$131K +30,389 +3%
Morgan Stanley
7
Morgan Stanley
New York
$5.02M -$83.7K -19,360 -2%
Bank of America
8
Bank of America
North Carolina
$4.55M -$180K -41,589 -4%
Kovitz Investment Group Partners
9
Kovitz Investment Group Partners
Illinois
$3.71M
UBS Group
10
UBS Group
Switzerland
$2.45M +$87.8K +20,296 +4%
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$1.92M +$209K +48,375 +12%
AA
12
Ancora Advisors
Ohio
$1.85M -$213K -49,200 -10%
FIMG
13
Financial & Investment Management Group
Michigan
$1.34M +$625K +144,525 +87%
WP
14
WealthSource Partners
California
$1.05M +$92.1K +21,300 +10%
PPA
15
Parametric Portfolio Associates
Washington
$753K +$754K +174,375 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$719K +$19.2K +4,442 +3%
SRC
17
Shufro Rose & Co
New York
$605K +$4.33K +1,000 +0.7%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$547K +$101K +23,289 +23%
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$541K
DA
20
Doliver Advisors
Texas
$528K -$17.1K -3,953 -3%
BRWA
21
B. Riley Wealth Advisors
Florida
$409K -$54.7K -12,654 -12%
BCA
22
Benchmark Capital Advisors
New York
$312K +$10.8K +2,500 +4%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$301K +$238 +55 +0.1%
OC
24
Oppenheimer & Co
New York
$259K +$60.6K +14,000 +30%
RJA
25
Raymond James & Associates
Florida
$244K -$117K -26,941 -32%

MIN Hedge Fund Activity: Q2 2017 in Review

75 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2017, worth a combined $180M — up 1.9% from $177M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MIN positions and 7 closed out — a net gain of 3 holders — while 21 added to existing stakes and 20 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.67M. The largest seller was Karpus Investment Management, cutting an estimated $558K.

  • 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2017, up from 72 in Q1 2017.
  • Funds reported $180M of Aberdeen Intermediate Income Fund stock for Q2 2017, up 1.9% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2017 and 7 closed out, a net change of +3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q2 2017 was Sit Investment Associates, an estimated $3.67M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q2 2017 was Karpus Investment Management, an estimated $558K sold.

Based on aggregated 13F filings for Q2 2017.