We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund

101 hedge funds and large institutions have $152M invested in Aberdeen Intermediate Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

11% more funds holding

Funds holding: 91101 (+10)

1.88% more ownership

Funds ownership: 47.63%49.51% (+1.9%)

4% more capital invested

Capital invested by funds: $146M → $152M (+$5.76M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$230K -$57.9K -21,720 -20%
SFS
27
Shaker Financial Services
Virginia
$225K +$55.7K +20,887 +33%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$220K
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$204K +$7.63K +2,858 +4%
JP Morgan Chase
30
JP Morgan Chase
New York
$183K +$170K +63,750 +1,389%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$176K +$25.5K +9,553 +17%
PM
32
Penbrook Management
New York
$175K -$1.87K -700 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$169K -$18.3K -6,875 -10%
OIA
34
Optimum Investment Advisors
Illinois
$145K
SMC
35
Smith, Moore & Co
Missouri
$136K -$5.03K -1,887 -4%
AWS
36
Atria Wealth Solutions
New York
$131K +$216 +81 +0.2%
WAM
37
Wolverine Asset Management
Illinois
$129K +$128K +48,062 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$125K +$16.8K +6,298 +16%
CAM
39
Cresset Asset Management
Illinois
$124K
DWM
40
Dakota Wealth Management
Florida
$103K
CIA
41
Concurrent Investment Advisors
Florida
$101K +$101K +37,793 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$98.6K
AssetMark Inc
43
AssetMark Inc
California
$93.2K
MWM
44
Melfa Wealth Management
Massachusetts
$91.5K -$44K -16,500 -33%
LMKC
45
L.M. Kohn & Company
Ohio
$83.7K +$275 +103 +0.3%
EW
46
Evoke Wealth
California
$80.4K -$926K -347,000 -92%
TC
47
TownSquare Capital
Utah
$78.2K +$112 +42 +0.1%
GA
48
Greytown Advisors
Florida
$76.7K
Nomura Holdings
49
Nomura Holdings
Japan
$76K +$75.6K +28,354 New
CAN
50
Cetera Advisor Networks
California
$69K +$14.6K +5,454 +27%

MIN Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2023, worth a combined $152M — up 4% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MIN positions and 8 closed out — a net gain of 10 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.96M. The largest seller was UBS Group, cutting an estimated $1.81M.

  • 101 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $152M of Aberdeen Intermediate Income Fund stock for Q4 2023, up 4% quarter-over-quarter.
  • 18 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.96M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2023 was UBS Group, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2023.