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MIN

Aberdeen Intermediate Income Fund

91 hedge funds and large institutions have $146M invested in Aberdeen Intermediate Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

1.03% more ownership

Funds ownership: 46.6%47.63% (+1%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $148M → $146M (-$1.9M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
23
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$196K +$42.7K +15,699 +27%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$188K -$2.07K -759 -1%
PM
28
Penbrook Management
New York
$177K
SFS
29
Shaker Financial Services
Virginia
$169K +$172K +63,035 New
LPL Financial
30
LPL Financial
California
$167K +$21.9K +8,042 +15%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$150K -$35.5K -13,027 -19%
OIA
32
Optimum Investment Advisors
Illinois
$145K
SMC
33
Smith, Moore & Co
Missouri
$141K
MWM
34
Melfa Wealth Management
Massachusetts
$136K
AWS
35
Atria Wealth Solutions
New York
$131K +$218 +80 +0.2%
CAM
36
Cresset Asset Management
Illinois
$124K
HighTower Advisors
37
HighTower Advisors
Illinois
$123K +$42.2K +15,504 +52%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$119K +$73.3K +26,935 +154%
RJFSA
39
Raymond James Financial Services Advisors
Florida
$108K +$11.1K +4,082 +11%
DWM
40
Dakota Wealth Management
Florida
$103K
SJL
41
Shayne & Jacobs LLC
Tennessee
$99.7K +$101K +37,186 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$98.6K
AssetMark Inc
43
AssetMark Inc
California
$93.2K
RJA
44
Raymond James & Associates
Florida
$88.3K -$24.8K -9,099 -22%
LMKC
45
L.M. Kohn & Company
Ohio
$83.4K +$12K +4,401 +16%
TC
46
TownSquare Capital
Utah
$78.1K
PWG
47
Portside Wealth Group
Utah
$78K
GA
48
Greytown Advisors
Florida
$76.7K
PHS
49
Pekin Hardy Strauss
Illinois
$67K -$2.24K -821 -3%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$65.7K -$5.67K -2,082 -8%

MIN Hedge Fund Activity: Q3 2023 in Review

91 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2023, worth a combined $146M — down 1.3% from $148M a quarter earlier.

Fund positioning in MIN was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 23 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.46M. The largest seller was Morgan Stanley, cutting an estimated $1.85M.

  • 91 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $146M of Aberdeen Intermediate Income Fund stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $3.46M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2023.