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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$2.96M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.49M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.14M |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$444K |
| 5 |
TWM
Tolleson Wealth Management
Dallas,
Texas
|
+$349K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.81M |
| 2 |
GA
GraniteShares Advisors
New York
|
-$1.39M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
-$926K |
| 4 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
-$390K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$134K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
101
Principal Securities
Des Moines,
Iowa
| $35 | +$35 | +13 | New |
|
|
GA
102
GraniteShares Advisors
New York
| – | -$1.39M | -519,614 | Closed |
|
|
AAS
103
Ameritas Advisory Services
Lincoln,
Nebraska
| – | -$390K | -148,199 | Closed |
|
|
SJL
104
Shayne & Jacobs LLC
Nashville,
Tennessee
| – | -$99.7K | -37,186 | Closed |
|
|
PWG
105
Portside Wealth Group
Provo,
Utah
| – | -$78K | -29,138 | Closed |
|
|
PHS
106
Pekin Hardy Strauss
Chicago,
Illinois
| – | -$67K | -25,000 | Closed |
|
107
Fisher Asset Management
Camas,
Washington
| – | -$53.6K | -20,000 | Closed |
|
|
NIM
108
Northeast Investment Management
Boston,
Massachusetts
| – | -$44.1K | -16,450 | Closed |
|
|
DAS
109
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$42K | -15,675 | Closed |
|
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.