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MIN

Aberdeen Intermediate Income Fund
MIN

92 hedge funds and large institutions have $147M invested in Aberdeen Intermediate Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

1.13% more ownership

Funds ownership: 47.31% → 48.44% (+1.1%)

2% more capital invested

Capital invested by funds: $144M → $147M (+$3.41M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less funds holding

Funds holding: 99 → 92 (-7)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
11
Increased
27
Reduced
20
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$4.34M
2
Invesco
Invesco
Georgia
+$583K
3
LPL Financial
LPL Financial
California
+$402K
4
Ameriprise
Ameriprise
Minnesota
+$234K
5
LCM
Landscape Capital Management
New Jersey
+$214K

Top Sellers

Rank Fund Capital Flow
1
RVPG
Relative Value Partners Group
-$721K
2
WAM
Wolverine Asset Management
Illinois
-$581K
3
1CP
1607 Capital Partners
Virginia
-$555K
4
EW
Evoke Wealth
California
-$508K
5
SIA
Sit Investment Associates
Minnesota
-$372K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$250K +$170K +65,045 +225%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$243K +$75.2K +28,715 +46%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$226K +$30.1K +11,500 +16%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$193K +$67.6K +25,834 +55%
DWM
30
Dakota Wealth Management
Florida
$191K +$78.9K +30,125 +72%
PM
31
Penbrook Management
New York
$155K -$12.3K -4,700 -7%
CAPTRUST Financial Advisors
32
CAPTRUST Financial Advisors
North Carolina
$145K – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$142K -$18.7K -7,157 -12%
SMC
34
Smith, Moore & Co
Missouri
$135K – – –
CAM
35
Cresset Asset Management
Illinois
$123K – – –
FSI
36
Flow State Investments
Illinois
$106K +$104K +39,884 New
Focus Partners Wealth
37
Focus Partners Wealth
Massachusetts
$106K +$102K +39,100 New
AWS
38
Atria Wealth Solutions
New York
$101K -$24.1K -9,199 -19%
CIA
39
Concurrent Investment Advisors
Florida
$101K – – –
SJL
40
Shayne & Jacobs LLC
Tennessee
$98.9K – – –
CSPIA
41
Cary Street Partners Investment Advisory
Virginia
$95.2K – – –
MWM
42
Melfa Wealth Management
Massachusetts
$90.8K – – –
LMKC
43
L.M. Kohn & Company
Ohio
$84K +$809 +309 +1%
GA
44
Greytown Advisors
Florida
$76.1K – – –
TSS
45
Two Sigma Securities
New York
$75.6K +$74.4K +28,427 New
CL
46
Choreo LLC
Illinois
$73.2K +$72.1K +27,531 New
OIA
47
Optimum Investment Advisors
Illinois
$71.8K -$70.7K -26,995 -50%
TC
48
TownSquare Capital
Utah
$71.4K -$6.09K -2,328 -8%
RJA
49
Raymond James & Associates
Florida
$66.8K -$14.7K -5,616 -18%
ATC
50
Argent Trust Co
Tennessee
$66.5K – – –
1
2
3 4 5

MIN Hedge Fund Activity: Q2 2024 in Review

92 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2024, worth a combined $147M — up 2.4% from $144M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MIN and 11 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 27 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.34M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $721K sold.

  • 92 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2024, down from 99 in Q1 2024.
  • Funds reported $147M of Aberdeen Intermediate Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 11 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2024 and 14 closed out, a net change of -3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $4.34M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q2 2024 was Relative Value Partners Group, an estimated $721K sold.

Based on aggregated 13F filings for Q2 2024.