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MIN

Aberdeen Intermediate Income Fund
MIN

81 hedge funds and large institutions have $152M invested in Aberdeen Intermediate Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1.81% more ownership

Funds ownership: 34.65% → 36.46% (+1.8%)

4% more capital invested

Capital invested by funds: $145M → $152M (+$6.32M)

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% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
81
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
19
Reduced
19
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CF
Centaurus Financial
California
+$7.52M
2
SIA
Sit Investment Associates
Minnesota
+$4.84M
3
NA
NewEdge Advisors
Louisiana
+$1.07M
4
PPA
Parametric Portfolio Associates
Washington
+$368K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$138K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$18.5M
2
1CP
1607 Capital Partners
Virginia
-$4.17M
3
SFS
Shaker Financial Services
Virginia
-$528K
4
KIM
Karpus Investment Management
New York
-$485K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$231K
Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
51
Avantax Advisory Services
Texas
$41K +$869 +241 +2%
HighTower Advisors
52
HighTower Advisors
Illinois
$41K +$1.52K +421 +4%
PWPS
53
Pinnacle Wealth Planning Services
Ohio
$41K +$4.56K +1,263 +12%
Jane Street
54
Jane Street
New York
$39K +$39.2K +10,877 New
MOS
55
MGO One Seven
Ohio
$38K -$408 -113 -1%
RPC
56
Rossmore Private Capital
Connecticut
$37K – – –
BAM
57
Brave Asset Management
New Jersey
$36K – – –
WIC
58
Woodmont Investment Counsel
Tennessee
$36K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$31K +$19.5K +5,400 +157%
CFGS
60
Concourse Financial Group Securities
Alabama
$25K -$6.31K -1,750 -20%
CFA
61
Carroll Financial Associates
North Carolina
$19K – – –
AIM
62
Anchor Investment Management
South Carolina
$14.4K -$3.61K -1,000 -20%
US Bancorp
63
US Bancorp
Minnesota
$14K -$7.11K -1,972 -33%
CWP
64
Concord Wealth Partners
Virginia
$14K – – –
MMG
65
Monetary Management Group
Missouri
$14K – – –
AA
66
Addison Advisors
Vermont
$10K – – –
APA
67
American Portfolios Advisors
New York
$8.08K – – –
PWMG
68
Prestige Wealth Management Group
New Jersey
$7K – – –
CFRPA
69
Castle Financial & Retirement Planning Associates
New Jersey
$5K +$5.41K +1,500 New
SFM
70
Signet Financial Management
New Jersey
$5K +$5.41K +1,500 New
UB
71
UMB Bank
Missouri
$4K +$3.61K +1,000 New
AFG
72
Albion Financial Group
Utah
$2K – – –
DAM
73
Delta Asset Management
Tennessee
$1K – – –
HCM
74
Highlander Capital Management
New Jersey
$1K – – –
KFI
75
Key Financial Inc
Pennsylvania
$1K – – –
1 2
3
4

MIN Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2021, worth a combined $152M — up 4.3% from $145M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MIN positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $7.52M. The largest seller was Wells Fargo, cutting an estimated $18.5M.

  • 81 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $152M of Aberdeen Intermediate Income Fund stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 12 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2021 and 10 closed out, a net change of +2 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2021 was Centaurus Financial, an estimated $7.52M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2021 was Wells Fargo, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2021.