Aberdeen Intermediate Income Fund
MIN
84 hedge funds and large institutions have $140M invested in Aberdeen Intermediate Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.
108% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 13
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
4% more funds holding
Funds holding: 81 → 84 (+3)
1.36% more ownership
Funds ownership: 41.66% → 43.01% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
3% less capital invested
Capital invested by funds: $143M → $140M (-$3.68M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$10.9M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$5.11M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$4.53M |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$3.19M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CF
Centaurus Financial
Anaheim,
California
|
-$21.1M |
| 2 |
Morgan Stanley
New York
|
-$995K |
| 3 |
Jane Street
New York
|
-$214K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$114K |
| 5 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$62.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCM
76
Highlander Capital Management
Short Hills,
New Jersey
| $1K | – | – | – |
|
|
SWA
77
SOA Wealth Advisors
New York
| $1K | – | – | – |
|
|
EWA
78
EverSource Wealth Advisors
Birmingham,
Alabama
| $1K | +$1.15K | +392 | New |
|
|
TCOV
79
Trust Company of Vermont
Brattleboro,
Vermont
| $1K | +$1.31K | +448 | New |
|
|
80
Jane Street
New York
| – | -$214K | -71,887 | Closed |
|
|
81
Citadel Advisors
Miami,
Florida
| – | -$114K | -38,295 | Closed |
|
82
Creative Planning
Overland Park,
Kansas
| – | -$42K | -14,102 | Closed |
|
|
MOS
83
MGO One Seven
Beachwood,
Ohio
| – | -$31K | -10,354 | Closed |
|
|
CWP
84
Concord Wealth Partners
Abingdon,
Virginia
| – | -$11K | -3,857 | Closed |
|
|
CCM
85
Chilton Capital Management
Houston,
Texas
| – | -$9K | -3,000 | Closed |
|
86
US Bancorp
Minneapolis,
Minnesota
| – | +$242 | +83 | New |
|
|
HWM
87
HighMark Wealth Management
St. Paul,
Minnesota
| – | +$292 | +100 | New |
|
MIN Hedge Fund Activity: Q3 2022 in Review
84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2022, worth a combined $140M — down 2.6% from $143M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new MIN positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $10.9M. The largest seller was Centaurus Financial, cutting an estimated $21.1M.
- 84 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2022, up from 81 in Q2 2022.
- Funds reported $140M of Aberdeen Intermediate Income Fund stock for Q3 2022, down 2.6% quarter-over-quarter.
- 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2022 and 6 closed out, a net change of +4 holders.
- The largest Aberdeen Intermediate Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $10.9M added.
- The largest Aberdeen Intermediate Income Fund seller in Q3 2022 was Centaurus Financial, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2022.