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MIN

Aberdeen Intermediate Income Fund

91 hedge funds and large institutions have $143M invested in Aberdeen Intermediate Income Fund in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 6

44% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 18

8% more funds holding

Funds holding: 8491 (+7)

1.91% more ownership

Funds ownership: 43.01%44.93% (+1.9%)

2% more capital invested

Capital invested by funds: $140M → $143M (+$3.49M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
91
Holders Change
+7
Holders Change %
+8.33%
% of All Funds
1.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
26
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
$51.5M -$46.7K -16,712 -0.1%
1CP
2
1607 Capital Partners
Virginia
$30.7M +$794K +284,100 +3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.5M +$494K +176,824 +2%
KIM
4
Karpus Investment Management
New York
$10.4M +$5.52M +1,975,263 +111%
Morgan Stanley
5
Morgan Stanley
New York
$7.74M +$292K +104,358 +4%
Invesco
6
Invesco
Georgia
$3.91M +$5.24K +1,874 +0.1%
RVPG
7
Relative Value Partners Group
$2.55M +$888K +317,639 +52%
Bank of America
8
Bank of America
North Carolina
$1.39M -$618K -221,128 -30%
Ameriprise
9
Ameriprise
Minnesota
$1.3M +$322K +115,377 +32%
EW
10
Evoke Wealth
California
$1.14M -$74.5K -26,667 -6%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$1.1M -$2.41M -861,671 -68%
AAS
12
Ameritas Advisory Services
Nebraska
$866K +$386K +138,077 +79%
NA
13
NewEdge Advisors
Louisiana
$859K -$26.8K -9,600 -3%
Osaic Holdings
14
Osaic Holdings
Arizona
$563K +$109K +38,884 +24%
FAG
15
Fortitude Advisory Group
Washington
$495K +$5.1K +1,824 +1%
EH
16
Equitable Holdings
New York
$446K +$413K +147,750 +1,055%
UBS Group
17
UBS Group
Switzerland
$439K -$85.9K -30,752 -16%
SI
18
Stephens Inc
Arkansas
$360K +$27.9K +10,000 +8%
OC
19
Oppenheimer & Co
New York
$327K +$114K +40,640 +52%
CF
20
Centaurus Financial
California
$290K
PAG
21
Private Advisor Group
New Jersey
$287K +$13.9K +4,976 +5%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$241K -$51.7K -18,502 -18%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$240K +$19.6K +7,026 +9%
Carson Wealth (CWM LLC)
24
Carson Wealth (CWM LLC)
Nebraska
$226K
PM
25
Penbrook Management
New York
$189K -$122K -43,500 -39%

MIN Hedge Fund Activity: Q4 2022 in Review

91 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2022, worth a combined $143M — up 2.5% from $140M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MIN positions and 6 closed out — a net gain of 9 holders — while 26 added to existing stakes and 18 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $5.52M. The largest seller was Susquehanna International Group, cutting an estimated $2.41M.

  • 91 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2022, up from 84 in Q3 2022.
  • Funds reported $143M of Aberdeen Intermediate Income Fund stock for Q4 2022, up 2.5% quarter-over-quarter.
  • 15 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2022 and 6 closed out, a net change of +9 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2022 was Karpus Investment Management, an estimated $5.52M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2022 was Susquehanna International Group, an estimated $2.41M sold.

Based on aggregated 13F filings for Q4 2022.