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MIN

Aberdeen Intermediate Income Fund

82 hedge funds and large institutions have $158M invested in Aberdeen Intermediate Income Fund in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

2.22% less ownership

Funds ownership: 38.77%36.56% (-2.2%)

8% less capital invested

Capital invested by funds: $171M → $158M (-$13.6M)

13% less funds holding

Funds holding: 9482 (-12)

63% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 16

Holders
82
Holders Change
-12
Holders Change %
-12.77%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
6
Increased
26
Reduced
18
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DWM
26
Dakota Wealth Management
Florida
$276K
WAM
27
Wolverine Asset Management
Illinois
$274K +$277K +73,777 New
SI
28
Stephens Inc
Arkansas
$265K +$3.75K +1,000 +1%
GA
29
Greytown Advisors
Florida
$213K
OIA
30
Optimum Investment Advisors
Illinois
$201K
PHS
31
Pekin Hardy Strauss
Illinois
$200K +$70.4K +18,770 +54%
SMC
32
Smith, Moore & Co
Missouri
$195K -$15.5K -4,140 -7%
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$187K +$50.9K +13,573 +37%
BS
34
Boenning & Scattergood
Pennsylvania
$186K -$26.2K -7,000 -12%
MFW
35
Meristem Family Wealth
Minnesota
$172K
JHCP
36
Jackson Hole Capital Partners
Oklahoma
$149K +$49.9K +13,315 +50%
LPL Financial
37
LPL Financial
California
$147K +$19.3K +5,158 +15%
Citadel Advisors
38
Citadel Advisors
Florida
$127K +$32.8K +8,742 +34%
RJA
39
Raymond James & Associates
Florida
$101K -$64.9K -17,311 -39%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$95K +$2.86K +763 +3%
IAIM
41
International Assets Investment Management
Florida
$79K +$39.6K +10,556 +100%
NFSG
42
Newbridge Financial Services Group
Florida
$71K -$52.2K -13,923 -42%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$69K -$7.5K -2,000 -10%
RJT
44
Raymond James Trust
Florida
$69K
SSWM
45
Smith Salley Wealth Management
North Carolina
$68K
PMG
46
ProVise Management Group
Florida
$66K
DC
47
Davenport & Co
Virginia
$61K
PA
48
Parallel Advisors
California
$61K +$1.34K +357 +2%
PTC
49
Philadelphia Trust Company
Pennsylvania
$60K
NL
50
NVWM LLC
Pennsylvania
$56K

MIN Hedge Fund Activity: Q1 2021 in Review

82 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2021, worth a combined $158M — down 7.9% from $171M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of MIN and 6 opened new positions — a net loss of 10 holders — while 18 trimmed existing stakes and 26 added.

The largest buyer was Centaurus Financial, adding an estimated $6.92M. The largest seller was 1607 Capital Partners, cutting an estimated $14.7M.

  • 82 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2021, down from 94 in Q4 2020.
  • Funds reported $158M of Aberdeen Intermediate Income Fund stock for Q1 2021, down 7.9% quarter-over-quarter.
  • 6 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2021 and 16 closed out, a net change of -10 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2021 was Centaurus Financial, an estimated $6.92M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2021 was 1607 Capital Partners, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2021.