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MIN

Aberdeen Intermediate Income Fund

84 hedge funds and large institutions have $140M invested in Aberdeen Intermediate Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 8184 (+3)

1.36% more ownership

Funds ownership: 41.66%43.01% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $143M → $140M (-$3.68M)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
26
Dynamic Advisor Solutions
Arizona
$176K -$62.9K -21,549 -26%
AWS
27
Atria Wealth Solutions
New York
$173K +$121K +41,399 +205%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$166K +$30.2K +10,344 +21%
OIA
29
Optimum Investment Advisors
Illinois
$152K
SMC
30
Smith, Moore & Co
Missouri
$137K +$10.9K +3,725 +8%
CAM
31
Cresset Asset Management
Illinois
$130K
Wells Fargo
32
Wells Fargo
California
$126K +$9.54K +3,268 +8%
JHCP
33
Jackson Hole Capital Partners
Oklahoma
$121K
CSPIA
34
Cary Street Partners Investment Advisory
Virginia
$115K +$34.2K +11,700 +40%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$111K -$9.47K -3,242 -8%
PHS
36
Pekin Hardy Strauss
Illinois
$111K
RJA
37
Raymond James & Associates
Florida
$110K +$222 +76 +0.2%
AssetMark Inc
38
AssetMark Inc
California
$98K
GA
39
Greytown Advisors
Florida
$80K
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$76K +$8.45K +2,894 +12%
LMKC
41
L.M. Kohn & Company
Ohio
$75K +$30.9K +10,593 +67%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$62K -$821 -281 -1%
LPL Financial
43
LPL Financial
California
$58K +$2.95K +1,011 +5%
RJT
44
Raymond James Trust
Florida
$52K
SSWM
45
Smith Salley Wealth Management
North Carolina
$51K
PTC
46
Philadelphia Trust Company
Pennsylvania
$45K
SFS
47
Shaker Financial Services
Virginia
$45K +$46.7K +16,000 New
NL
48
NVWM LLC
Pennsylvania
$42K
EH
49
Equitable Holdings
New York
$39K +$40.9K +14,000 New
PAS
50
Park Avenue Securities
New York
$38K -$1.03K -353 -3%

MIN Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2022, worth a combined $140M — down 2.6% from $143M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MIN positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $10.9M. The largest seller was Centaurus Financial, cutting an estimated $21.1M.

  • 84 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2022, up from 81 in Q2 2022.
  • Funds reported $140M of Aberdeen Intermediate Income Fund stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2022 and 6 closed out, a net change of +4 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $10.9M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2022 was Centaurus Financial, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2022.