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MIN

Aberdeen Intermediate Income Fund

90 hedge funds and large institutions have $163M invested in Aberdeen Intermediate Income Fund in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 22 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

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

13% more funds holding

Funds holding: 8090 (+10)

3% less capital invested

Capital invested by funds: $168M → $163M (-$4.75M)

1.08% less ownership

Funds ownership: 38.87%37.78% (-1.1%)

27% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 22

Holders
90
Holders Change
+10
Holders Change %
+12.5%
% of All Funds
1.82%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
18
Increased
16
Reduced
22
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$41.9M -$125K -32,509 -0.3%
1CP
2
1607 Capital Partners
Virginia
$35.4M -$7.95M -2,072,669 -18%
Wells Fargo
3
Wells Fargo
California
$20.4M -$6.62M -1,726,245 -24%
KIM
4
Karpus Investment Management
New York
$16.6M -$174K -45,380 -1%
RVPG
5
Relative Value Partners Group
$12M +$143K +37,304 +1%
CF
6
Centaurus Financial
California
$10.7M +$7.36M +1,919,624 +202%
Morgan Stanley
7
Morgan Stanley
New York
$4.2M +$178K +46,367 +4%
Invesco
8
Invesco
Georgia
$3.95M -$291K -75,805 -7%
TJHA
9
Thomas J. Herzfeld Advisors
Florida
$1.93M +$1.99M +518,132 New
EW
10
Evoke Wealth
California
$1.85M +$1.6M +417,000 +535%
UBS Group
11
UBS Group
Switzerland
$1.51M -$15.7K -4,101 -1%
Bank of America
12
Bank of America
North Carolina
$1.4M -$35.8K -9,347 -2%
Carson Wealth (CWM LLC)
13
Carson Wealth (CWM LLC)
Nebraska
$991K
DAS
14
Dynamic Advisor Solutions
Arizona
$887K +$413K +107,622 +83%
SFS
15
Shaker Financial Services
Virginia
$577K +$593K +154,785 New
AAM
16
Advisors Asset Management
Colorado
$551K +$95.8K +24,998 +20%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$547K +$86.3K +22,514 +18%
PPA
18
Parametric Portfolio Associates
Washington
$524K -$203K -52,871 -27%
AIC
19
Ameritas Investment Company
Nebraska
$503K
PM
20
Penbrook Management
New York
$450K +$147K +38,300 +47%
SRC
21
Shufro Rose & Co
New York
$377K -$5.75K -1,500 -1%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$366K
OC
23
Oppenheimer & Co
New York
$334K +$1.96K +511 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$292K -$31.7K -8,277 -10%
DWM
25
Dakota Wealth Management
Florida
$278K

MIN Hedge Fund Activity: Q3 2020 in Review

90 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2020, worth a combined $163M — down 2.8% from $168M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MIN positions and 8 closed out — a net gain of 10 holders — while 16 added to existing stakes and 22 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $7.36M. The largest seller was 1607 Capital Partners, cutting an estimated $7.95M.

  • 90 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2020, up from 80 in Q2 2020.
  • Funds reported $163M of Aberdeen Intermediate Income Fund stock for Q3 2020, down 2.8% quarter-over-quarter.
  • 18 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2020 and 8 closed out, a net change of +10 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2020 was Centaurus Financial, an estimated $7.36M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2020 was 1607 Capital Partners, an estimated $7.95M sold.

Based on aggregated 13F filings for Q3 2020.