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MIN

Aberdeen Intermediate Income Fund
MIN

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: 91 → 101 (+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: 2 → 2 (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
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.96M
2
SIA
Sit Investment Associates
Minnesota
+$2.49M
3
Ameriprise
Ameriprise
Minnesota
+$1.14M
4
LCM
Landscape Capital Management
New Jersey
+$444K
5
TWM
Tolleson Wealth Management
Texas
+$349K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.81M
2
GA
GraniteShares Advisors
New York
-$1.39M
3
EW
Evoke Wealth
California
-$926K
4
AAS
Ameritas Advisory Services
Nebraska
-$390K
5
1CP
1607 Capital Partners
Virginia
-$134K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
76
Anchor Investment Management
South Carolina
$10.7K – – –
MMG
77
Monetary Management Group
Missouri
$10.7K – – –
CWP
78
Concord Wealth Partners
Virginia
$10.3K – – –
GRP
79
Global Retirement Partners
California
$9.69K – – –
NS
80
NBC Securities
Alabama
$7K – – –
PWMG
81
Prestige Wealth Management Group
New Jersey
$5.09K -$400 -150 -7%
DJSG
82
D.J. St. Germain
Massachusetts
$4.64K – – –
SS
83
Sunbelt Securities
Texas
$2.68K – – –
UB
84
UMB Bank
Missouri
$2.68K – – –
TRCT
85
Tower Research Capital (TRC)
New York
$2.68K +$2.67K +1,000 New
TC
86
Truvestments Capital
Florida
$2.68K +$2.67K +1,000 New
CA
87
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
88
Albion Financial Group
Utah
$1.69K – – –
S
89
Sachetta
Massachusetts
$1.52K +$1.51K +567 New
SWA
90
SOA Wealth Advisors
New York
$1.34K – – –
PP
91
PFS Partners
New Jersey
$1.34K +$1.33K +500 New
DAM
92
Delta Asset Management
Tennessee
$1.07K – – –
HCM
93
Highlander Capital Management
New Jersey
$1.07K – – –
RFG
94
REAP Financial Group
Texas
$938 +$934 +350 New
BWL
95
Bogart Wealth LLC
Virginia
$892 +$888 +333 New
SPIA
96
Steward Partners Investment Advisory
New York
$842 – – –
SIS
97
Strategic Investment Solutions
Illinois
$437 -$27K -10,106 -98%
KFI
98
Key Financial Inc
Pennsylvania
$402 – – –
EC
99
Elequin Capital
New York
$268 +$267 +100 New
RG
100
Retirement Group
California
$222 – – –
1 2 3
4
5

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.