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MIN

Aberdeen Intermediate Income Fund

91 hedge funds and large institutions have $146M invested in Aberdeen Intermediate Income Fund in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 17

1.03% more ownership

Funds ownership: 46.6%47.63% (+1%)

0% more funds holding

Funds holding: 9191 (0)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

1% less capital invested

Capital invested by funds: $148M → $146M (-$1.9M)

Holders
91
Holders Change
Holders Change %
0%
% of All Funds
1.44%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
10
Increased
23
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$56.2M +$3.46M +1,269,124 +6%
1CP
2
1607 Capital Partners
Virginia
$27.2M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22M
KIM
4
Karpus Investment Management
New York
$13.7M -$393K -144,154 -3%
Morgan Stanley
5
Morgan Stanley
New York
$4.64M -$1.85M -678,242 -28%
Invesco
6
Invesco
Georgia
$3.1M +$355K +130,330 +13%
Ameriprise
7
Ameriprise
Minnesota
$2.57M +$37K +13,587 +1%
UBS Group
8
UBS Group
Switzerland
$2.22M -$91.7K -33,670 -4%
GA
9
GraniteShares Advisors
New York
$1.39M +$54.3K +19,931 +4%
EW
10
Evoke Wealth
California
$1.01M
Bank of America
11
Bank of America
North Carolina
$980K +$28.7K +10,532 +3%
EH
12
Equitable Holdings
New York
$955K +$94K +34,522 +11%
RVPG
13
Relative Value Partners Group
$803K -$410K -150,502 -33%
NA
14
NewEdge Advisors
Louisiana
$663K -$142K -52,100 -17%
TW
15
Transform Wealth
Colorado
$637K -$603K -221,406 -48%
FAG
16
Fortitude Advisory Group
Washington
$571K +$25.2K +9,263 +5%
KWM
17
Kingsview Wealth Management
Oregon
$566K +$575K +211,161 New
Osaic Holdings
18
Osaic Holdings
Arizona
$506K -$51.6K -18,963 -9%
AAS
19
Ameritas Advisory Services
Nebraska
$390K -$15.3K -5,614 -4%
SI
20
Stephens Inc
Arkansas
$350K -$2.72K -1,000 -0.8%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$307K +$408 +150 +0.1%
Wells Fargo
22
Wells Fargo
California
$288K +$93.1K +34,193 +47%
PAG
23
Private Advisor Group
New Jersey
$278K -$13.2K -4,843 -4%
OC
24
Oppenheimer & Co
New York
$265K
Carson Wealth (CWM LLC)
25
Carson Wealth (CWM LLC)
Nebraska
$220K

MIN Hedge Fund Activity: Q3 2023 in Review

91 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2023, worth a combined $146M — down 1.3% from $148M a quarter earlier.

Fund positioning in MIN was balanced in Q3 2023: 10 funds opened new positions, 10 closed out, 23 added to existing stakes and 17 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $3.46M. The largest seller was Morgan Stanley, cutting an estimated $1.85M.

  • 91 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2023, unchanged from Q2 2023.
  • Funds reported $146M of Aberdeen Intermediate Income Fund stock for Q3 2023, down 1.3% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2023 and 10 closed out, a net change of 0 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2023 was Sit Investment Associates, an estimated $3.46M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2023 was Morgan Stanley, an estimated $1.85M sold.

Based on aggregated 13F filings for Q3 2023.