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MIN

Aberdeen Intermediate Income Fund

91 hedge funds and large institutions have $146M invested in Aberdeen Intermediate Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

1.03% more ownership

Funds ownership: 46.6%47.63% (+1%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $148M → $146M (-$1.9M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
23
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$65K +$57 +21 +0.1%
CAN
52
Cetera Advisor Networks
California
$54.4K +$1.59K +584 +3%
Fisher Asset Management
53
Fisher Asset Management
Washington
$53.6K +$54.5K +20,000 New
NIM
54
Northeast Investment Management
Massachusetts
$44.1K +$44.8K +16,450 New
SSWM
55
Smith Salley Wealth Management
North Carolina
$43.7K
PTC
56
Philadelphia Trust Company
Pennsylvania
$43K
RJT
57
Raymond James Trust
Florida
$42.5K -$7.62K -2,800 -15%
DAS
58
Dynamic Advisor Solutions
Arizona
$42K -$79K -29,012 -65%
Wealth Enhancement Advisory Services
59
Wealth Enhancement Advisory Services
Minnesota
$41.5K +$42.2K +15,500 New
SAM
60
SignalPoint Asset Management
Missouri
$36.9K +$310 +114 +0.8%
CFS
61
Commonwealth Financial Services
West Virginia
$32.2K +$32.7K +12,000 New
Truist Financial
62
Truist Financial
North Carolina
$31.5K
EWA
63
EP Wealth Advisors
California
$30.8K +$31.3K +11,500 New
AAS
64
Avantax Advisory Services
Texas
$30.5K +$1.53K +561 +5%
LFAS
65
Level Four Advisory Services
Texas
$30.4K
CA
66
Cetera Advisors
Colorado
$29.9K
SIS
67
Strategic Investment Solutions
Illinois
$28K +$27.5K +10,106 +6,200%
RPC
68
Rossmore Private Capital
Connecticut
$27.5K
Stifel Financial
69
Stifel Financial
Missouri
$27.5K +$3 +1 +0%
ATC
70
Argent Trust Co
Tennessee
$26.8K
BAM
71
Brave Asset Management
New Jersey
$26.8K
WIC
72
Woodmont Investment Counsel
Tennessee
$26.8K
Comerica Bank
73
Comerica Bank
Texas
$14K +$14.2K +5,225 New
JP Morgan Chase
74
JP Morgan Chase
New York
$12.3K +$975 +358 +8%
AIM
75
Anchor Investment Management
South Carolina
$10.7K

MIN Hedge Fund Activity: Q3 2023 in Review

91 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2023, worth a combined $146M — down 1.3% from $148M a quarter earlier.

Fund positioning in MIN was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 23 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.46M. The largest seller was Morgan Stanley, cutting an estimated $1.85M.

  • 91 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $146M of Aberdeen Intermediate Income Fund stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $3.46M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2023.