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MIN

Aberdeen Intermediate Income Fund

84 hedge funds and large institutions have $140M invested in Aberdeen Intermediate Income Fund in 2022 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 13

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

4% more funds holding

Funds holding: 8184 (+3)

1.36% more ownership

Funds ownership: 41.66%43.01% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

3% less capital invested

Capital invested by funds: $143M → $140M (-$3.68M)

Holders
84
Holders Change
+3
Holders Change %
+3.7%
% of All Funds
1.45%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
27
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$52.5M +$10.9M +3,716,560 +25%
1CP
2
1607 Capital Partners
Virginia
$30.4M +$5.11M +1,748,600 +19%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.4M +$4.53M +1,552,219 +24%
Morgan Stanley
4
Morgan Stanley
New York
$7.59M -$995K -340,811 -11%
KIM
5
Karpus Investment Management
New York
$5.01M +$3.19M +1,093,385 +159%
Invesco
6
Invesco
Georgia
$3.97M +$51.1K +17,514 +1%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$3.54M +$1.62M +553,627 +78%
Bank of America
8
Bank of America
North Carolina
$2.04M +$129K +44,177 +6%
RVPG
9
Relative Value Partners Group
$1.71M +$482K +165,076 +37%
EW
10
Evoke Wealth
California
$1.24M
Ameriprise
11
Ameriprise
Minnesota
$1M +$90.6K +31,011 +10%
NA
12
NewEdge Advisors
Louisiana
$901K +$1.75K +599 +0.2%
UBS Group
13
UBS Group
Switzerland
$533K +$6.55K +2,242 +1%
FAG
14
Fortitude Advisory Group
Washington
$499K +$5.17K +1,771 +1%
AAS
15
Ameritas Advisory Services
Nebraska
$493K -$14.6K -5,007 -3%
Osaic Holdings
16
Osaic Holdings
Arizona
$465K +$154K +52,835 +47%
LCM
17
Landscape Capital Management
New Jersey
$383K +$42.2K +14,462 +12%
SI
18
Stephens Inc
Arkansas
$338K +$87.6K +30,000 +33%
PM
19
Penbrook Management
New York
$315K -$4.38K -1,500 -1%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$297K -$5.84K -1,999 -2%
CF
21
Centaurus Financial
California
$296K -$21.1M -7,236,639 -99%
PAG
22
Private Advisor Group
New Jersey
$284K +$254K +86,861 +607%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$230K
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$225K -$46.1K -15,777 -16%
OC
25
Oppenheimer & Co
New York
$218K +$1.86K +637 +0.8%

MIN Hedge Fund Activity: Q3 2022 in Review

84 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2022, worth a combined $140M — down 2.6% from $143M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new MIN positions and 6 closed out — a net gain of 4 holders — while 27 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $10.9M. The largest seller was Centaurus Financial, cutting an estimated $21.1M.

  • 84 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2022, up from 81 in Q2 2022.
  • Funds reported $140M of Aberdeen Intermediate Income Fund stock for Q3 2022, down 2.6% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2022 and 6 closed out, a net change of +4 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $10.9M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2022 was Centaurus Financial, an estimated $21.1M sold.

Based on aggregated 13F filings for Q3 2022.