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MIN

Aberdeen Intermediate Income Fund

95 hedge funds and large institutions have $147M invested in Aberdeen Intermediate Income Fund in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 24 increasing their positions, 17 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 17

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

4% more funds holding

Funds holding: 9195 (+4)

2% more capital invested

Capital invested by funds: $143M → $147M (+$3.53M)

0.98% more ownership

Funds ownership: 44.93%45.9% (+0.98%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
95
Holders Change
+4
Holders Change %
+4.4%
% of All Funds
1.51%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
24
Reduced
17
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$54.4M +$2.73M +964,804 +5%
1CP
2
1607 Capital Partners
Virginia
$28.6M -$2.23M -789,700 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.3M -$294K -104,099 -1%
KIM
4
Karpus Investment Management
New York
$11.4M +$1.05M +372,616 +10%
Morgan Stanley
5
Morgan Stanley
New York
$6.87M -$910K -321,883 -11%
Invesco
6
Invesco
Georgia
$3.66M -$267K -94,428 -7%
RVPG
7
Relative Value Partners Group
$2.7M +$144K +50,977 +6%
Ameriprise
8
Ameriprise
Minnesota
$2.58M +$1.3M +458,139 +97%
GA
9
GraniteShares Advisors
New York
$1.4M +$1.43M +504,999 New
Bank of America
10
Bank of America
North Carolina
$1.34M -$62.7K -22,191 -4%
TW
11
Transform Wealth
Colorado
$1.27M +$1.3M +459,000 New
EW
12
Evoke Wealth
California
$1.14M
NA
13
NewEdge Advisors
Louisiana
$809K -$50.9K -18,000 -6%
EH
14
Equitable Holdings
New York
$630K +$186K +65,701 +41%
Osaic Holdings
15
Osaic Holdings
Arizona
$576K +$11.6K +4,104 +2%
FAG
16
Fortitude Advisory Group
Washington
$505K +$8.19K +2,895 +2%
AAS
17
Ameritas Advisory Services
Nebraska
$453K -$424K -150,091 -48%
UBS Group
18
UBS Group
Switzerland
$452K +$11.2K +3,960 +2%
SI
19
Stephens Inc
Arkansas
$361K
OC
20
Oppenheimer & Co
New York
$330K +$1.84K +650 +0.5%
PAG
21
Private Advisor Group
New Jersey
$306K +$12.7K +4,477 +4%
CF
22
Centaurus Financial
California
$291K
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$227K
Wells Fargo
24
Wells Fargo
California
$214K +$73.1K +25,867 +50%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$188K -$54.1K -19,144 -22%

MIN Hedge Fund Activity: Q1 2023 in Review

95 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2023, worth a combined $147M — up 2.5% from $143M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new MIN positions and 11 closed out — a net gain of 4 holders — while 24 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.73M. The largest seller was 1607 Capital Partners, cutting an estimated $2.23M.

  • 95 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2023, up from 91 in Q4 2022.
  • Funds reported $147M of Aberdeen Intermediate Income Fund stock for Q1 2023, up 2.5% quarter-over-quarter.
  • 15 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2023 and 11 closed out, a net change of +4 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2023 was Sit Investment Associates, an estimated $2.73M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2023 was 1607 Capital Partners, an estimated $2.23M sold.

Based on aggregated 13F filings for Q1 2023.