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MIN

Aberdeen Intermediate Income Fund

81 hedge funds and large institutions have $153M invested in Aberdeen Intermediate Income Fund in 2021 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 21

3% less capital invested

Capital invested by funds: $158M → $153M (-$5.12M)

1% less funds holding

Funds holding: 8281 (-1)

1.37% less ownership

Funds ownership: 36.56%35.18% (-1.4%)

17% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 6

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
-1
Holders Change %
-1.22%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
5
Increased
23
Reduced
21
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$45.6M -$728K -196,862 -2%
CF
2
Centaurus Financial
California
$32.5M +$7.74M +2,094,537 +32%
Wells Fargo
3
Wells Fargo
California
$20.9M -$402K -108,901 -2%
1CP
4
1607 Capital Partners
Virginia
$10.7M -$8.75M -2,367,100 -45%
KIM
5
Karpus Investment Management
New York
$10.2M -$3.19M -863,706 -24%
PPA
6
Parametric Portfolio Associates
Washington
$6.6M +$3.66M +991,141 +128%
Invesco
7
Invesco
Georgia
$5.3M +$1.08M +291,862 +26%
Morgan Stanley
8
Morgan Stanley
New York
$3.79M -$242K -65,588 -6%
EW
9
Evoke Wealth
California
$2.64M +$148K +40,000 +6%
Bank of America
10
Bank of America
North Carolina
$1.81M +$264K +71,555 +17%
UBS Group
11
UBS Group
Switzerland
$1.35M +$72.2K +19,522 +6%
Carson Wealth (CWM LLC)
12
Carson Wealth (CWM LLC)
Nebraska
$991K
Ameriprise
13
Ameriprise
Minnesota
$987K +$132K +35,582 +16%
SFS
14
Shaker Financial Services
Virginia
$903K +$517K +139,997 +138%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$686K +$259K +70,112 +62%
AIC
16
Ameritas Investment Company
Nebraska
$600K +$593K +160,319 New
Osaic Holdings
17
Osaic Holdings
Arizona
$572K +$65.2K +17,636 +13%
AAM
18
Advisors Asset Management
Colorado
$527K -$13K -3,510 -2%
PM
19
Penbrook Management
New York
$443K -$3.7K -1,000 -0.8%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$397K +$95.4K +25,816 +32%
DAS
21
Dynamic Advisor Solutions
Arizona
$342K -$86.7K -23,461 -20%
OC
22
Oppenheimer & Co
New York
$341K +$1.97K +532 +0.6%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$321K +$1.44K +389 +0.5%
SI
24
Stephens Inc
Arkansas
$267K
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$232K +$43.3K +11,720 +23%

MIN Hedge Fund Activity: Q2 2021 in Review

81 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2021, worth a combined $153M — down 3.2% from $158M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of MIN and 5 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 23 added.

The largest buyer was Centaurus Financial, adding an estimated $7.74M. The largest seller was 1607 Capital Partners, cutting an estimated $8.75M.

  • 81 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2021, down from 82 in Q1 2021.
  • Funds reported $153M of Aberdeen Intermediate Income Fund stock for Q2 2021, down 3.2% quarter-over-quarter.
  • 5 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2021 and 6 closed out, a net change of -1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q2 2021 was Centaurus Financial, an estimated $7.74M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q2 2021 was 1607 Capital Partners, an estimated $8.75M sold.

Based on aggregated 13F filings for Q2 2021.