We are live on ! Find out more
MIN

Aberdeen Intermediate Income Fund
MIN

99 hedge funds and large institutions have $144M invested in Aberdeen Intermediate Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 101 → 99 (-2)

2.19% less ownership

Funds ownership: 49.51% → 47.31% (-2.2%)

5% less capital invested

Capital invested by funds: $152M → $144M (-$7.78M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$7.01M
2
Wells Fargo
Wells Fargo
California
+$2.79M
3
EW
Evoke Wealth
California
+$947K
4
WAM
Wolverine Asset Management
Illinois
+$465K
5
AAS
Ameritas Advisory Services
Nebraska
+$462K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$11.8M
2
Morgan Stanley
Morgan Stanley
New York
-$3.91M
3
SWP
Significant Wealth Partners
Illinois
-$1.46M
4
TW
Transform Wealth
Colorado
-$645K
5
Invesco
Invesco
Georgia
-$623K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$12K -$212K -77,473 -95%
AIM
77
Anchor Investment Management
South Carolina
$10.6K – – –
MMG
78
Monetary Management Group
Missouri
$10.6K – – –
CWP
79
Concord Wealth Partners
Virginia
$10.3K – – –
GRP
80
Global Retirement Partners
California
$9.34K – – –
NS
81
NBC Securities
Alabama
$7K – – –
PWMG
82
Prestige Wealth Management Group
New Jersey
$5.05K – – –
SS
83
Sunbelt Securities
Texas
$2.66K – – –
UB
84
UMB Bank
Missouri
$2.66K – – –
CA
85
Centerpoint Advisors
Massachusetts
$2K – – –
AFG
86
Albion Financial Group
Utah
$1.68K – – –
S
87
Sachetta
Massachusetts
$1.52K – – –
PP
88
PFS Partners
New Jersey
$1.36K +$30 +11 +2%
SWA
89
SOA Wealth Advisors
New York
$1.33K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.33K +$1.36K +500 New
HCM
91
Highlander Capital Management
New Jersey
$1.06K – – –
RFG
92
REAP Financial Group
Texas
$931 – – –
BWL
93
Bogart Wealth LLC
Virginia
$886 – – –
SPIA
94
Steward Partners Investment Advisory
New York
$835 – – –
KFI
95
Key Financial Inc
Pennsylvania
$399 – – –
Comerica Bank
96
Comerica Bank
Texas
$295 -$13.7K -5,007 -98%
EC
97
Elequin Capital
New York
$266 – – –
RG
98
Retirement Group
California
$221 – – –
PS
99
Principal Securities
Iowa
$35 – – –
SWP
100
Significant Wealth Partners
Illinois
– -$1.46M -546,050 Closed
1 2 3
4
5

MIN Hedge Fund Activity: Q1 2024 in Review

99 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2024, worth a combined $144M — down 5.1% from $152M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MIN and 11 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 25 added.

The largest buyer was Karpus Investment Management, adding an estimated $7.01M. The largest seller was 1607 Capital Partners, cutting an estimated $11.8M.

  • 99 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2024, down from 101 in Q4 2023.
  • Funds reported $144M of Aberdeen Intermediate Income Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 11 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $7.01M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.