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MIN

Aberdeen Intermediate Income Fund
MIN

81 hedge funds and large institutions have $145M invested in Aberdeen Intermediate Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0% more funds holding

Funds holding: 81 → 81 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.53% less ownership

Funds ownership: 35.18% → 34.65% (-0.53%)

5% less capital invested

Capital invested by funds: $153M → $145M (-$7.1M)

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$5.85M
2
SIA
Sit Investment Associates
Minnesota
+$2.32M
3
PPA
Parametric Portfolio Associates
Washington
+$2.01M
4
MAFM
Mid Atlantic Financial Management
Pennsylvania
+$320K
5
Bank of America
Bank of America
North Carolina
+$302K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$9.59M
2
Wells Fargo
Wells Fargo
California
-$1.53M
3
1CP
1607 Capital Partners
Virginia
-$548K
4
SFS
Shaker Financial Services
Virginia
-$353K
5
DWM
Dakota Wealth Management
Florida
-$183K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$44K +$45.1K +12,202 New
Truist Financial
52
Truist Financial
North Carolina
$43K – – –
AAS
53
Avantax Advisory Services
Texas
$41K +$455 +123 +1%
HighTower Advisors
54
HighTower Advisors
Illinois
$39K -$2.64K -714 -6%
MOS
55
MGO One Seven
Ohio
$39K +$40K +10,818 New
RPC
56
Rossmore Private Capital
Connecticut
$37K -$3.34K -905 -8%
PWPS
57
Pinnacle Wealth Planning Services
Ohio
$37K +$37.5K +10,141 New
BAM
58
Brave Asset Management
New Jersey
$36K – – –
WIC
59
Woodmont Investment Counsel
Tennessee
$36K – – –
CFGS
60
Concourse Financial Group Securities
Alabama
$32K -$7.79K -2,108 -19%
Citigroup
61
Citigroup
New York
$29K -$11.3K -3,068 -28%
US Bancorp
62
US Bancorp
Minnesota
$22K – – –
CFA
63
Carroll Financial Associates
North Carolina
$19K – – –
AIM
64
Anchor Investment Management
South Carolina
$18.1K – – –
CWP
65
Concord Wealth Partners
Virginia
$14K – – –
MMG
66
Monetary Management Group
Missouri
$14K – – –
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$12K +$4.99K +1,350 +64%
AA
68
Addison Advisors
Vermont
$10K – – –
APA
69
American Portfolios Advisors
New York
$8.14K – – –
PWMG
70
Prestige Wealth Management Group
New Jersey
$7K – – –
AWA
71
Arkadios Wealth Advisors
Georgia
$2K -$21.1K -5,697 -89%
AFG
72
Albion Financial Group
Utah
$2K – – –
HI
73
Harbour Investments
Wisconsin
$2K – – –
DAM
74
Delta Asset Management
Tennessee
$1K – – –
HCM
75
Highlander Capital Management
New Jersey
$1K – – –
1 2
3
4

MIN Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2021, worth a combined $145M — down 4.7% from $153M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MIN positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $5.85M. The largest seller was Karpus Investment Management, cutting an estimated $9.59M.

  • 81 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $145M of Aberdeen Intermediate Income Fund stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2021 was Centaurus Financial, an estimated $5.85M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $9.59M sold.

Based on aggregated 13F filings for Q3 2021.