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MIN

Aberdeen Intermediate Income Fund

80 hedge funds and large institutions have $168M invested in Aberdeen Intermediate Income Fund in 2020 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

31% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 16

4% more funds holding

Funds holding: 7780 (+3)

2% more capital invested

Capital invested by funds: $165M → $168M (+$3.47M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.25% less ownership

Funds ownership: 39.12%38.87% (-0.25%)

Holders
80
Holders Change
+3
Holders Change %
+3.9%
% of All Funds
1.64%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
11
Increased
21
Reduced
16
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
1CP
1
1607 Capital Partners
Virginia
$42.8M -$1.08M -288,099 -2%
SIA
2
Sit Investment Associates
Minnesota
$41.7M -$8.04M -2,134,168 -16%
Wells Fargo
3
Wells Fargo
California
$26.7M +$458K +121,544 +2%
KIM
4
Karpus Investment Management
New York
$16.6M -$344K -91,241 -2%
RVPG
5
Relative Value Partners Group
$11.8M -$247K -65,557 -2%
Invesco
6
Invesco
Georgia
$4.2M -$795K -211,104 -16%
Morgan Stanley
7
Morgan Stanley
New York
$3.99M +$786K +208,703 +24%
CF
8
Centaurus Financial
California
$3.51M +$3.57M +949,302 New
BlackRock
9
BlackRock
New York
$3.32M +$3.38M +896,993 New
UBS Group
10
UBS Group
Switzerland
$1.52M -$103K -27,406 -6%
Bank of America
11
Bank of America
North Carolina
$1.42M +$270K +71,731 +23%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K
PPA
13
Parametric Portfolio Associates
Washington
$716K +$403K +107,064 +124%
CAN
14
Claraphi Advisory Network
United States
$653K -$173K -46,072 -21%
AIC
15
Ameritas Investment Company
Nebraska
$503K -$6.4K -1,700 -1%
DAS
16
Dynamic Advisor Solutions
Arizona
$482K +$117K +31,046 +31%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$459K -$96.8K -25,715 -17%
AAM
18
Advisors Asset Management
Colorado
$454K +$462K +122,643 New
RJA
19
Raymond James & Associates
Florida
$422K +$67.8K +18,018 +19%
SRC
20
Shufro Rose & Co
New York
$380K
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$363K +$4.53K +1,202 +1%
OC
22
Oppenheimer & Co
New York
$330K -$192K -51,067 -36%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$321K +$179K +47,441 +121%
PM
24
Penbrook Management
New York
$304K -$3.77K -1,000 -1%
EW
25
Evoke Wealth
California
$289K +$294K +78,000 New

MIN Hedge Fund Activity: Q2 2020 in Review

80 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2020, worth a combined $168M — up 2.1% from $165M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new MIN positions and 8 closed out — a net gain of 3 holders — while 21 added to existing stakes and 16 trimmed.

The largest buyer was Centaurus Financial, opening a new position worth an estimated $3.57M. The largest seller was Sit Investment Associates, cutting an estimated $8.04M.

  • 80 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2020, up from 77 in Q1 2020.
  • Funds reported $168M of Aberdeen Intermediate Income Fund stock for Q2 2020, up 2.1% quarter-over-quarter.
  • 11 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2020 and 8 closed out, a net change of +3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q2 2020 was Centaurus Financial, an estimated $3.57M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q2 2020 was Sit Investment Associates, an estimated $8.04M sold.

Based on aggregated 13F filings for Q2 2020.