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MIN

Aberdeen Intermediate Income Fund

94 hedge funds and large institutions have $171M invested in Aberdeen Intermediate Income Fund in 2020 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 18 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

22% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 18

4% more funds holding

Funds holding: 9094 (+4)

5% more capital invested

Capital invested by funds: $163M → $171M (+$7.86M)

0.99% more ownership

Funds ownership: 37.78%38.77% (+0.99%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
17
Increased
22
Reduced
18
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$43M +$210K +55,775 +0.5%
1CP
2
1607 Capital Partners
Virginia
$34.8M -$1.3M -345,127 -4%
Wells Fargo
3
Wells Fargo
California
$20.9M -$5.65K -1,499 -0%
CF
4
Centaurus Financial
California
$18.1M +$7.09M +1,881,654 +66%
KIM
5
Karpus Investment Management
New York
$15.4M -$1.48M -393,300 -9%
RVPG
6
Relative Value Partners Group
$12.4M +$133K +35,232 +1%
Morgan Stanley
7
Morgan Stanley
New York
$4.3M +$9.31K +2,471 +0.2%
Invesco
8
Invesco
Georgia
$4.17M +$135K +35,727 +3%
EW
9
Evoke Wealth
California
$2.28M +$388K +103,033 +21%
UBS Group
10
UBS Group
Switzerland
$1.49M -$55.8K -14,806 -4%
Bank of America
11
Bank of America
North Carolina
$1.22M -$214K -56,861 -15%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K
DAS
13
Dynamic Advisor Solutions
Arizona
$990K +$82.8K +21,963 +9%
Ameriprise
14
Ameriprise
Minnesota
$826K +$621K +164,818 +317%
SFS
15
Shaker Financial Services
Virginia
$812K +$220K +58,234 +38%
TJHA
16
Thomas J. Herzfeld Advisors
Florida
$791K -$1.17M -310,532 -60%
AIC
17
Ameritas Investment Company
Nebraska
$651K +$131K +34,877 +26%
PPA
18
Parametric Portfolio Associates
Washington
$650K +$113K +29,927 +21%
AAM
19
Advisors Asset Management
Colorado
$558K -$4.8K -1,274 -0.9%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$535K -$23.2K -6,146 -4%
PM
21
Penbrook Management
New York
$457K -$1.89K -500 -0.4%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$350K -$22.6K -6,000 -6%
OC
23
Oppenheimer & Co
New York
$343K +$1.97K +522 +0.6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$298K -$773 -205 -0.3%
DWM
25
Dakota Wealth Management
Florida
$283K

MIN Hedge Fund Activity: Q4 2020 in Review

94 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2020, worth a combined $171M — up 4.8% from $163M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new MIN positions and 13 closed out — a net gain of 4 holders — while 22 added to existing stakes and 18 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $7.09M. The largest seller was Karpus Investment Management, cutting an estimated $1.48M.

  • 94 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2020, up from 90 in Q3 2020.
  • Funds reported $171M of Aberdeen Intermediate Income Fund stock for Q4 2020, up 4.8% quarter-over-quarter.
  • 17 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2020 and 13 closed out, a net change of +4 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2020 was Centaurus Financial, an estimated $7.09M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $1.48M sold.

Based on aggregated 13F filings for Q4 2020.