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MIN

Aberdeen Intermediate Income Fund

101 hedge funds and large institutions have $152M invested in Aberdeen Intermediate Income Fund in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

11% more funds holding

Funds holding: 91101 (+10)

1.88% more ownership

Funds ownership: 47.63%49.51% (+1.9%)

4% more capital invested

Capital invested by funds: $146M → $152M (+$5.76M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
101
Holders Change
+10
Holders Change %
+10.99%
% of All Funds
1.47%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
24
Reduced
21
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$58.7M +$2.49M +932,085 +4%
1CP
2
1607 Capital Partners
Virginia
$27.1M -$134K -50,230 -0.5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$22M
KIM
4
Karpus Investment Management
New York
$13.6M -$127K -47,519 -0.9%
Morgan Stanley
5
Morgan Stanley
New York
$7.61M +$2.96M +1,108,497 +64%
Ameriprise
6
Ameriprise
Minnesota
$3.72M +$1.14M +427,433 +45%
Invesco
7
Invesco
Georgia
$3.43M +$333K +124,844 +11%
SWP
8
Significant Wealth Partners
Illinois
$1.46M +$1.46M +546,050 New
EH
9
Equitable Holdings
New York
$1.11M +$151K +56,425 +16%
HC
10
Hara Capital
Washington
$1.03M +$1.02M +384,193 New
Bank of America
11
Bank of America
North Carolina
$938K -$41.3K -15,468 -4%
RVPG
12
Relative Value Partners Group
$835K +$31.3K +11,750 +4%
NA
13
NewEdge Advisors
Louisiana
$695K +$21.1K +7,900 +3%
TW
14
Transform Wealth
Colorado
$645K +$8.27K +3,100 +1%
KWM
15
Kingsview Wealth Management
Oregon
$608K +$41.5K +15,551 +7%
FAG
16
Fortitude Advisory Group
Washington
$576K +$4.96K +1,859 +0.9%
LCM
17
Landscape Capital Management
New Jersey
$446K +$444K +166,560 New
Osaic Holdings
18
Osaic Holdings
Arizona
$429K -$76.2K -28,572 -15%
UBS Group
19
UBS Group
Switzerland
$404K -$1.81M -678,226 -82%
TWM
20
Tolleson Wealth Management
Texas
$351K +$349K +130,836 New
SI
21
Stephens Inc
Arkansas
$343K -$6.67K -2,500 -2%
CAPTRUST Financial Advisors
22
CAPTRUST Financial Advisors
North Carolina
$307K
LPL Financial
23
LPL Financial
California
$283K +$115K +43,190 +69%
OC
24
Oppenheimer & Co
New York
$265K
PAG
25
Private Advisor Group
New Jersey
$264K -$14.6K -5,474 -5%

MIN Hedge Fund Activity: Q4 2023 in Review

101 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2023, worth a combined $152M — up 4% from $146M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MIN positions and 8 closed out — a net gain of 10 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.96M. The largest seller was UBS Group, cutting an estimated $1.81M.

  • 101 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2023, up from 91 in Q3 2023.
  • Funds reported $152M of Aberdeen Intermediate Income Fund stock for Q4 2023, up 4% quarter-over-quarter.
  • 18 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2023 and 8 closed out, a net change of +10 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2023 was Morgan Stanley, an estimated $2.96M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2023 was UBS Group, an estimated $1.81M sold.

Based on aggregated 13F filings for Q4 2023.