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MIN

Aberdeen Intermediate Income Fund

101 hedge funds and large institutions have $152M invested in Aberdeen Intermediate Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

11% more funds holding

Funds holding: 91101 (+10)

1.88% more ownership

Funds ownership: 47.63%49.51% (+1.9%)

4% more capital invested

Capital invested by funds: $146M → $152M (+$5.76M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
51
Argent Trust Co
Tennessee
$67K +$40K +15,000 +150%
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$66K +$187 +70 +0.3%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$65.7K
RJA
54
Raymond James & Associates
Florida
$59.7K -$28.4K -10,661 -32%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$58.3K -$60.6K -22,698 -51%
HighTower Advisors
56
HighTower Advisors
Illinois
$58K -$63.3K -23,740 -52%
XT
57
XTX Topco
Cayman Islands
$49.9K +$49.7K +18,618 New
PTC
58
Philadelphia Trust Company
Pennsylvania
$43K
RJT
59
Raymond James Trust
Florida
$42.5K
SSWM
60
Smith Salley Wealth Management
North Carolina
$42.2K -$1.47K -550 -3%
Wealth Enhancement Advisory Services
61
Wealth Enhancement Advisory Services
Minnesota
$41.5K
SAM
62
SignalPoint Asset Management
Missouri
$37K +$309 +116 +0.8%
RFA
63
Register Financial Advisors
Georgia
$36K +$35.9K +13,445 New
CFS
64
Commonwealth Financial Services
West Virginia
$32.2K
QPWM
65
Quadrant Private Wealth Management
Pennsylvania
$32.2K +$32K +12,000 New
Truist Financial
66
Truist Financial
North Carolina
$31.5K
EWA
67
EP Wealth Advisors
California
$30.8K
LFAS
68
Level Four Advisory Services
Texas
$30.5K +$93 +35 +0.3%
CA
69
Cetera Advisors
Colorado
$29.9K
AAS
70
Avantax Advisory Services
Texas
$27.8K -$2.65K -994 -9%
RPC
71
Rossmore Private Capital
Connecticut
$27.5K
Stifel Financial
72
Stifel Financial
Missouri
$27.5K
BAM
73
Brave Asset Management
New Jersey
$26.8K
WIC
74
Woodmont Investment Counsel
Tennessee
$26.8K
Comerica Bank
75
Comerica Bank
Texas
$13.7K -$285 -107 -2%

MIN Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2023, worth a combined $152M — up 4% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MIN positions and 8 closed out — a net gain of 10 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.96M. The largest seller was UBS Group, cutting an estimated $1.81M.

  • 101 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $152M of Aberdeen Intermediate Income Fund stock for Q4 2023, up 4% quarter-over-quarter.
  • 18 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.96M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2023 was UBS Group, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2023.