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MIN

Aberdeen Intermediate Income Fund
MIN

99 hedge funds and large institutions have $144M invested in Aberdeen Intermediate Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 101 → 99 (-2)

2.19% less ownership

Funds ownership: 49.51% → 47.31% (-2.2%)

5% less capital invested

Capital invested by funds: $152M → $144M (-$7.78M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.01M
2
Wells Fargo
Wells Fargo
California
+$2.79M
3
EW
Evoke Wealth
California
+$947K
4
WAM
Wolverine Asset Management
Illinois
+$465K
5
AAS
Ameritas Advisory Services
Nebraska
+$462K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$3.91M
3
SWP
Significant Wealth Partners
Illinois
-$1.46M
4
TW
Transform Wealth
Colorado
-$645K
5
Invesco
Invesco
Georgia
-$623K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$272K -$8.5K -3,114 -3%
OC
27
Oppenheimer & Co
New York
$263K – – –
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$195K +$21.4K +7,822 +12%
PM
29
Penbrook Management
New York
$167K -$6.83K -2,500 -4%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$167K -$37.5K -13,741 -18%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$161K -$6.7K -2,453 -4%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$145K -$164K -60,000 -52%
OIA
33
Optimum Investment Advisors
Illinois
$144K – – –
SMC
34
Smith, Moore & Co
Missouri
$135K – – –
AWS
35
Atria Wealth Solutions
New York
$126K -$5.03K -1,842 -4%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$125K +$355 +130 +0.3%
CAM
37
Cresset Asset Management
Illinois
$123K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$114K +$57.3K +21,000 +96%
DWM
39
Dakota Wealth Management
Florida
$111K +$9.01K +3,300 +9%
CIA
40
Concurrent Investment Advisors
Florida
$101K – – –
SJL
41
Shayne & Jacobs LLC
Tennessee
$98.9K +$102K +37,186 New
CSPIA
42
Cary Street Partners Investment Advisory
Virginia
$95.2K -$2.73K -1,000 -3%
MWM
43
Melfa Wealth Management
Massachusetts
$90.8K – – –
LMKC
44
L.M. Kohn & Company
Ohio
$83.2K +$147 +54 +0.2%
RJA
45
Raymond James & Associates
Florida
$81.7K +$23.1K +8,447 +38%
HF
46
HRT Financial
New York
$80K +$82.7K +30,289 New
TC
47
TownSquare Capital
Utah
$77.5K -$74 -27 -0.1%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$76.9K +$79K +28,925 New
GA
49
Greytown Advisors
Florida
$76.1K – – –
FLPIM
50
F.L. Putnam Investment Management
Massachusetts
$67K +$68.8K +25,186 New
1
2
3 4 5

MIN Hedge Fund Activity: Q1 2024 in Review

99 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2024, worth a combined $144M — down 5.1% from $152M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MIN and 11 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 25 added.

The largest buyer was Karpus Investment Management, adding an estimated $7.01M. The largest seller was 1607 Capital Partners, cutting an estimated $11.8M.

  • 99 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2024, down from 101 in Q4 2023.
  • Funds reported $144M of Aberdeen Intermediate Income Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 11 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $7.01M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.