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MIN

Aberdeen Intermediate Income Fund

81 hedge funds and large institutions have $145M invested in Aberdeen Intermediate Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 35.18%34.65% (-0.53%)

5% less capital invested

Capital invested by funds: $153M → $145M (-$7.1M)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BS
26
Boenning & Scattergood
Pennsylvania
$205K +$31K +8,389 +17%
OIA
27
Optimum Investment Advisors
Illinois
$195K
SMC
28
Smith, Moore & Co
Missouri
$190K
PHS
29
Pekin Hardy Strauss
Illinois
$173K -$18.7K -5,070 -10%
MFW
30
Meristem Family Wealth
Minnesota
$167K
DHFB
31
Dixon Hubard Feinour & Brown
Virginia
$162K
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$155K -$16.6K -4,487 -9%
WAM
33
Wolverine Asset Management
Illinois
$149K +$87.5K +23,688 +135%
JHCP
34
Jackson Hole Capital Partners
Oklahoma
$145K
AssetMark Inc
35
AssetMark Inc
California
$126K +$128K +34,760 New
RJFSA
36
Raymond James Financial Services Advisors
Florida
$116K +$24.9K +6,726 +26%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$88K
RJA
38
Raymond James & Associates
Florida
$84K -$6.18K -1,672 -7%
RJT
39
Raymond James Trust
Florida
$68K
LPL Financial
40
LPL Financial
California
$67K -$84.1K -22,761 -55%
SSWM
41
Smith Salley Wealth Management
North Carolina
$66K
DC
42
Davenport & Co
Virginia
$59K
TSS
43
Two Sigma Securities
New York
$59K +$7.52K +2,034 +14%
PTC
44
Philadelphia Trust Company
Pennsylvania
$58K
PMG
45
ProVise Management Group
Florida
$57K
KAS
46
Kestra Advisory Services
Texas
$57K +$58.5K +15,840 New
NL
47
NVWM LLC
Pennsylvania
$54K
SAM
48
SignalPoint Asset Management
Missouri
$47K +$333 +90 +0.7%
PAS
49
Park Avenue Securities
New York
$46K +$46.5K +12,580 New
SWM
50
SeaCrest Wealth Management
New York
$45K

MIN Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2021, worth a combined $145M — down 4.7% from $153M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MIN positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $5.85M. The largest seller was Karpus Investment Management, cutting an estimated $9.59M.

  • 81 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $145M of Aberdeen Intermediate Income Fund stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2021 was Centaurus Financial, an estimated $5.85M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $9.59M sold.

Based on aggregated 13F filings for Q3 2021.