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MIN

Aberdeen Intermediate Income Fund

81 hedge funds and large institutions have $145M invested in Aberdeen Intermediate Income Fund in 2021 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

17% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 18

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.53% less ownership

Funds ownership: 35.18%34.65% (-0.53%)

5% less capital invested

Capital invested by funds: $153M → $145M (-$7.1M)

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
21
Reduced
18
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$46.4M +$2.32M +628,082 +5%
CF
2
Centaurus Financial
California
$37.2M +$5.85M +1,583,177 +18%
Wells Fargo
3
Wells Fargo
California
$18.8M -$1.53M -412,912 -7%
1CP
4
1607 Capital Partners
Virginia
$9.77M -$548K -148,400 -5%
PPA
5
Parametric Portfolio Associates
Washington
$8.36M +$2.01M +543,914 +31%
Invesco
6
Invesco
Georgia
$5.14M +$12.3K +3,340 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$3.6M -$70.9K -19,190 -2%
EW
8
Evoke Wealth
California
$2.66M +$111K +30,000 +4%
Bank of America
9
Bank of America
North Carolina
$2.05M +$302K +81,794 +17%
UBS Group
10
UBS Group
Switzerland
$1.23M -$78.6K -21,279 -6%
Ameriprise
11
Ameriprise
Minnesota
$1.01M +$58K +15,699 +6%
MAFM
12
Mid Atlantic Financial Management
Pennsylvania
$977K +$320K +86,600 +47%
Osaic Holdings
13
Osaic Holdings
Arizona
$629K +$75.9K +20,545 +13%
AIC
14
Ameritas Investment Company
Nebraska
$608K +$28.2K +7,627 +5%
SFS
15
Shaker Financial Services
Virginia
$528K -$353K -95,495 -40%
KIM
16
Karpus Investment Management
New York
$485K -$9.59M -2,594,049 -95%
PM
17
Penbrook Management
New York
$424K -$5.54K -1,500 -1%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$385K +$1.21K +327 +0.3%
AAM
19
Advisors Asset Management
Colorado
$361K -$153K -41,328 -29%
OC
20
Oppenheimer & Co
New York
$332K +$2K +541 +0.6%
DAS
21
Dynamic Advisor Solutions
Arizona
$322K -$9.05K -2,450 -3%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$311K +$41 +11 +0%
SI
23
Stephens Inc
Arkansas
$258K
Janney Montgomery Scott
24
Janney Montgomery Scott
Pennsylvania
$247K +$22.2K +6,016 +10%
GA
25
Greytown Advisors
Florida
$207K

MIN Hedge Fund Activity: Q3 2021 in Review

81 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2021, worth a combined $145M — down 4.7% from $153M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MIN positions and 6 closed out — a net gain of 1 holder — while 21 added to existing stakes and 18 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $5.85M. The largest seller was Karpus Investment Management, cutting an estimated $9.59M.

  • 81 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $145M of Aberdeen Intermediate Income Fund stock for Q3 2021, down 4.7% quarter-over-quarter.
  • 7 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2021 and 6 closed out, a net change of +1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2021 was Centaurus Financial, an estimated $5.85M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2021 was Karpus Investment Management, an estimated $9.59M sold.

Based on aggregated 13F filings for Q3 2021.