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MIN

Aberdeen Intermediate Income Fund

91 hedge funds and large institutions have $148M invested in Aberdeen Intermediate Income Fund in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.7% more ownership

Funds ownership: 45.9%46.6% (+0.7%)

1% more capital invested

Capital invested by funds: $147M → $148M (+$878K)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

4% less funds holding

Funds holding: 9591 (-4)

44% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 9

Holders
91
Holders Change
-4
Holders Change %
-4.21%
% of All Funds
1.43%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
5
Increased
25
Reduced
26
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$54M +$181K +64,895 +0.3%
1CP
2
1607 Capital Partners
Virginia
$27.8M -$473K -169,900 -2%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22.5M +$484K +173,620 +2%
KIM
4
Karpus Investment Management
New York
$14.4M +$3.16M +1,133,988 +27%
Morgan Stanley
5
Morgan Stanley
New York
$6.61M -$198K -71,096 -3%
Invesco
6
Invesco
Georgia
$2.81M -$827K -296,866 -22%
Ameriprise
7
Ameriprise
Minnesota
$2.59M +$42.1K +15,116 +2%
UBS Group
8
UBS Group
Switzerland
$2.36M +$1.95M +699,729 +429%
GA
9
GraniteShares Advisors
New York
$1.37M -$14.8K -5,316 -1%
TW
10
Transform Wealth
Colorado
$1.26M
RVPG
11
Relative Value Partners Group
$1.23M -$1.46M -525,599 -54%
EW
12
Evoke Wealth
California
$1.03M -$101K -36,100 -9%
Bank of America
13
Bank of America
North Carolina
$973K -$355K -127,472 -26%
EH
14
Equitable Holdings
New York
$882K +$263K +94,448 +42%
NA
15
NewEdge Advisors
Louisiana
$821K +$17.8K +6,400 +2%
Osaic Holdings
16
Osaic Holdings
Arizona
$569K -$610 -219 -0.1%
FAG
17
Fortitude Advisory Group
Washington
$559K +$60.1K +21,579 +12%
AAS
18
Ameritas Advisory Services
Nebraska
$429K -$27.1K -9,716 -6%
SI
19
Stephens Inc
Arkansas
$360K +$3.48K +1,250 +1%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$314K +$151K +54,347 +90%
PAG
21
Private Advisor Group
New Jersey
$303K -$5.35K -1,922 -2%
OC
22
Oppenheimer & Co
New York
$271K -$55.7K -20,000 -17%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$225K
Wells Fargo
24
Wells Fargo
California
$201K -$11.3K -4,070 -5%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$194K -$51K -18,320 -21%

MIN Hedge Fund Activity: Q2 2023 in Review

91 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2023, worth a combined $148M — up 0.6% from $147M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of MIN and 5 opened new positions — a net loss of 4 holders — while 26 trimmed existing stakes and 25 added.

The largest buyer was Karpus Investment Management, adding an estimated $3.16M. The largest seller was Relative Value Partners Group, cutting an estimated $1.46M.

  • 91 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2023, down from 95 in Q1 2023.
  • Funds reported $148M of Aberdeen Intermediate Income Fund stock for Q2 2023, up 0.6% quarter-over-quarter.
  • 5 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2023 and 9 closed out, a net change of -4 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q2 2023 was Karpus Investment Management, an estimated $3.16M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q2 2023 was Relative Value Partners Group, an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2023.