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MIN

Aberdeen Intermediate Income Fund

81 hedge funds and large institutions have $152M invested in Aberdeen Intermediate Income Fund in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 19 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1.81% more ownership

Funds ownership: 34.65%36.46% (+1.8%)

4% more capital invested

Capital invested by funds: $145M → $152M (+$6.32M)

0% more funds holding

Funds holding: 8181 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 19

Holders
81
Holders Change
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
19
Reduced
19
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$50.9M +$4.84M +1,342,412 +10%
CF
2
Centaurus Financial
California
$44.4M +$7.52M +2,085,660 +20%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$18M +$18.1M +5,023,428 New
PPA
4
Parametric Portfolio Associates
Washington
$8.65M +$368K +102,110 +4%
1CP
5
1607 Capital Partners
Virginia
$5.54M -$4.17M -1,154,900 -43%
Invesco
6
Invesco
Georgia
$5.17M +$73.6K +20,406 +1%
Morgan Stanley
7
Morgan Stanley
New York
$3.37M -$198K -54,759 -6%
EW
8
Evoke Wealth
California
$2.66M +$20.4K +5,663 +0.8%
Bank of America
9
Bank of America
North Carolina
$1.86M -$169K -46,950 -8%
Ameriprise
10
Ameriprise
Minnesota
$1.12M +$114K +31,471 +11%
NA
11
NewEdge Advisors
Louisiana
$1.06M +$1.07M +295,712 New
UBS Group
12
UBS Group
Switzerland
$990K -$226K -62,720 -19%
AAS
13
Ameritas Advisory Services
Nebraska
$681K +$684K +189,601 New
Carson Wealth (CWM LLC)
14
Carson Wealth (CWM LLC)
Nebraska
$596K +$599K +166,023 New
FAG
15
Fortitude Advisory Group
Washington
$578K +$581K +161,029 New
Osaic Holdings
16
Osaic Holdings
Arizona
$436K -$189K -52,258 -30%
PM
17
Penbrook Management
New York
$418K -$2.17K -600 -0.5%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$382K +$138K +38,147 +56%
AAM
19
Advisors Asset Management
Colorado
$357K -$1.05K -292 -0.3%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$343K -$39K -10,818 -10%
OC
21
Oppenheimer & Co
New York
$331K +$1.98K +550 +0.6%
DAS
22
Dynamic Advisor Solutions
Arizona
$300K -$19.3K -5,359 -6%
SI
23
Stephens Inc
Arkansas
$267K +$10.8K +3,000 +4%
GA
24
Greytown Advisors
Florida
$206K
OIA
25
Optimum Investment Advisors
Illinois
$194K

MIN Hedge Fund Activity: Q4 2021 in Review

81 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2021, worth a combined $152M — up 4.3% from $145M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new MIN positions and 10 closed out — a net gain of 2 holders — while 19 added to existing stakes and 19 trimmed.

The largest buyer was Centaurus Financial, adding an estimated $7.52M. The largest seller was Wells Fargo, cutting an estimated $18.5M.

  • 81 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2021, unchanged from Q3 2021.
  • Funds reported $152M of Aberdeen Intermediate Income Fund stock for Q4 2021, up 4.3% quarter-over-quarter.
  • 12 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2021 and 10 closed out, a net change of +2 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2021 was Centaurus Financial, an estimated $7.52M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2021 was Wells Fargo, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2021.