We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund

74 hedge funds and large institutions have $181M invested in Aberdeen Intermediate Income Fund in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 16

7% more funds holding

Funds holding: 6974 (+5)

0.36% more ownership

Funds ownership: 40.19%40.55% (+0.36%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $183M → $181M (-$1.56M)

Holders
74
Holders Change
+5
Holders Change %
+7.25%
% of All Funds
1.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
10
Increased
22
Reduced
16
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$59.5M +$4.35M +1,139,173 +8%
1CP
2
1607 Capital Partners
Virginia
$46M -$45.8K -12,000 -0.1%
Wells Fargo
3
Wells Fargo
California
$40.7M -$3.95M -1,033,702 -9%
RVPG
4
Relative Value Partners Group
$12.5M +$288K +75,406 +2%
Invesco
5
Invesco
Georgia
$4.93M -$165K -43,132 -3%
Morgan Stanley
6
Morgan Stanley
New York
$3.24M -$20.6K -5,394 -0.6%
Bank of America
7
Bank of America
North Carolina
$1.75M -$293K -76,630 -14%
UBS Group
8
UBS Group
Switzerland
$1.71M +$67.5K +17,679 +4%
Carson Wealth (CWM LLC)
9
Carson Wealth (CWM LLC)
Nebraska
$991K
CS
10
Credit Suisse
Switzerland
$860K +$859K +225,000 New
Thrivent Financial for Lutherans
11
Thrivent Financial for Lutherans
Minnesota
$745K
SFS
12
Shaker Financial Services
Virginia
$739K +$739K +193,519 New
OC
13
Oppenheimer & Co
New York
$538K +$1.93K +505 +0.4%
AA
14
Ancora Advisors
Ohio
$510K +$467K +122,417 +1,113%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$487K +$120K +31,400 +33%
Ameriprise
16
Ameriprise
Minnesota
$465K +$33.8K +8,866 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$422K -$150K -39,360 -26%
LCM
18
Landscape Capital Management
New Jersey
$394K -$39.2K -10,260 -9%
SRC
19
Shufro Rose & Co
New York
$393K -$9.93K -2,600 -2%
RJA
20
Raymond James & Associates
Florida
$355K +$12.3K +3,217 +4%
AIC
21
Ameritas Investment Company
Nebraska
$350K +$151K +39,498 +76%
DAS
22
Dynamic Advisor Solutions
Arizona
$341K +$88.3K +23,126 +35%
PM
23
Penbrook Management
New York
$321K -$64.3K -16,831 -17%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$300K +$51.3K +13,432 +21%
DHFB
25
Dixon Hubard Feinour & Brown
Virginia
$181K

MIN Hedge Fund Activity: Q3 2019 in Review

74 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2019, worth a combined $181M — down 0.85% from $183M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MIN positions and 5 closed out — a net gain of 5 holders — while 22 added to existing stakes and 16 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $4.35M. The largest seller was Wells Fargo, cutting an estimated $3.95M.

  • 74 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2019, up from 69 in Q2 2019.
  • Funds reported $181M of Aberdeen Intermediate Income Fund stock for Q3 2019, down 0.85% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2019 and 5 closed out, a net change of +5 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2019 was Sit Investment Associates, an estimated $4.35M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2019 was Wells Fargo, an estimated $3.95M sold.

Based on aggregated 13F filings for Q3 2019.