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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$7.01M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.79M |
| 3 |
EW
Evoke Wealth
Los Angeles,
California
|
+$947K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$465K |
| 5 |
AAS
Ameritas Advisory Services
Lincoln,
Nebraska
|
+$462K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$11.8M |
| 2 |
Morgan Stanley
New York
|
-$3.91M |
| 3 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$1.46M |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
-$645K |
| 5 |
Invesco
Atlanta,
Georgia
|
-$623K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TW
101
Transform Wealth
Greenwood Village,
Colorado
| – | -$645K | -240,694 | Closed |
|
102
JP Morgan Chase
New York
| – | -$183K | -68,341 | Closed |
|
103
AssetMark Inc
Concord,
California
| – | -$93.2K | -34,760 | Closed |
|
104
Nomura Holdings
Tokyo,
Japan
| – | -$76K | -28,354 | Closed |
|
|
XT
105
XTX Topco
George Town,
Cayman Islands
| – | -$49.9K | -18,618 | Closed |
|
|
SSWM
106
Smith Salley Wealth Management
Greensboro,
North Carolina
| – | -$42.2K | -15,760 | Closed |
|
|
AAS
107
Avantax Advisory Services
Dallas,
Texas
| – | -$27.8K | -10,381 | Closed |
|
|
DJSG
108
D.J. St. Germain
Springfield,
Massachusetts
| – | -$4.64K | -1,730 | Closed |
|
|
TRCT
109
Tower Research Capital (TRC)
New York
| – | -$2.68K | -1,000 | Closed |
|
|
TC
110
Truvestments Capital
Sarasota,
Florida
| – | -$2.68K | -1,000 | Closed |
|
|
DAM
111
Delta Asset Management
Memphis,
Tennessee
| – | -$1.07K | -400 | Closed |
|
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.