We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund

75 hedge funds and large institutions have $166M invested in Aberdeen Intermediate Income Fund in 2017 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

7% more funds holding

Funds holding: 7075 (+5)

1.02% more ownership

Funds ownership: 33.61%34.64% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

2% less capital invested

Capital invested by funds: $170M → $166M (-$4.2M)

Holders
75
Holders Change
+5
Holders Change %
+7.14%
% of All Funds
1.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
21
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$53.1M +$2.4M +572,815 +5%
Wells Fargo
2
Wells Fargo
California
$46M +$5.62M +1,341,680 +14%
RVPG
3
Relative Value Partners Group
$12.8M -$1.97M -469,241 -13%
1CP
4
1607 Capital Partners
Virginia
$10.5M +$912K +217,800 +9%
KIM
5
Karpus Investment Management
New York
$8.71M -$6.89M -1,644,324 -44%
Bank of America
6
Bank of America
North Carolina
$5.42M +$1.23M +293,970 +29%
Invesco
7
Invesco
Georgia
$4.93M +$133K +31,784 +3%
Morgan Stanley
8
Morgan Stanley
New York
$4.02M -$1.44M -343,844 -26%
LPL Financial
9
LPL Financial
California
$3.36M +$3.27M +780,502 +2,681%
AA
10
Ancora Advisors
Ohio
$2.63M +$679K +162,000 +34%
UBS Group
11
UBS Group
Switzerland
$2.2M -$125K -29,769 -5%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$1.85M
FIMG
13
Financial & Investment Management Group
Michigan
$1.49M +$260K +62,073 +21%
WP
14
WealthSource Partners
California
$863K -$176K -42,125 -17%
PPA
15
Parametric Portfolio Associates
Washington
$663K +$96.9K +23,122 +17%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$634K +$17.3K +4,141 +3%
PM
17
Penbrook Management
New York
$589K +$595K +141,960 New
SRC
18
Shufro Rose & Co
New York
$582K +$587K +140,150 New
DHFB
19
Dixon Hubard Feinour & Brown
Virginia
$520K
BRWA
20
B. Riley Wealth Advisors
Florida
$389K +$6.29K +1,501 +2%
LCM
21
Landscape Capital Management
New Jersey
$335K +$198K +47,341 +142%
RJA
22
Raymond James & Associates
Florida
$313K +$88.9K +21,224 +39%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$281K -$14K -3,342 -5%
BCA
24
Benchmark Capital Advisors
New York
$267K -$8.38K -2,000 -3%
YP
25
Yellowstone Partners
Idaho
$246K +$922 +220 +0.4%

MIN Hedge Fund Activity: Q4 2017 in Review

75 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2017, worth a combined $166M — down 2.5% from $170M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MIN positions and 8 closed out — a net gain of 5 holders — while 21 added to existing stakes and 21 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.62M. The largest seller was Karpus Investment Management, cutting an estimated $6.89M.

  • 75 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $166M of Aberdeen Intermediate Income Fund stock for Q4 2017, down 2.5% quarter-over-quarter.
  • 13 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2017 and 8 closed out, a net change of +5 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2017 was Wells Fargo, an estimated $5.62M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2017 was Karpus Investment Management, an estimated $6.89M sold.

Based on aggregated 13F filings for Q4 2017.