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MIN

Aberdeen Intermediate Income Fund

99 hedge funds and large institutions have $144M invested in Aberdeen Intermediate Income Fund in 2024 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

8% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 12

2% less funds holding

Funds holding: 10199 (-2)

2.19% less ownership

Funds ownership: 49.51%47.31% (-2.2%)

5% less capital invested

Capital invested by funds: $152M → $144M (-$7.78M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
99
Holders Change
-2
Holders Change %
-1.98%
% of All Funds
1.43%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
11
Increased
25
Reduced
21
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$58.5M +$232K +85,125 +0.4%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$21.9M
KIM
3
Karpus Investment Management
New York
$20.3M +$7.01M +2,568,806 +51%
1CP
4
1607 Capital Partners
Virginia
$15.4M -$11.8M -4,320,362 -43%
Morgan Stanley
5
Morgan Stanley
New York
$3.74M -$3.91M -1,433,398 -50%
Ameriprise
6
Ameriprise
Minnesota
$3.74M +$58.7K +21,498 +2%
Wells Fargo
7
Wells Fargo
California
$2.94M +$2.79M +1,020,347 +1,191%
Invesco
8
Invesco
Georgia
$2.8M -$623K -228,197 -18%
EH
9
Equitable Holdings
New York
$1.1M +$4.47K +1,636 +0.4%
EW
10
Evoke Wealth
California
$1M +$947K +347,000 +1,157%
Bank of America
11
Bank of America
North Carolina
$956K +$25.3K +9,269 +3%
LCM
12
Landscape Capital Management
New Jersey
$819K +$386K +141,235 +85%
RVPG
13
Relative Value Partners Group
$721K -$153K -55,907 -18%
HC
14
Hara Capital
Washington
$683K -$348K -127,500 -33%
NA
15
NewEdge Advisors
Louisiana
$630K -$50.8K -18,600 -7%
KWM
16
Kingsview Wealth Management
Oregon
$602K -$945 -346 -0.2%
FAG
17
Fortitude Advisory Group
Washington
$599K +$27.9K +10,203 +5%
WAM
18
Wolverine Asset Management
Illinois
$581K +$465K +170,183 +354%
UBS Group
19
UBS Group
Switzerland
$450K +$50.3K +18,424 +12%
AAS
20
Ameritas Advisory Services
Nebraska
$443K +$462K +169,058 New
Osaic Holdings
21
Osaic Holdings
Arizona
$365K -$62.9K -23,040 -14%
PAG
22
Private Advisor Group
New Jersey
$363K +$104K +37,918 +39%
TWM
23
Tolleson Wealth Management
Texas
$348K
SFS
24
Shaker Financial Services
Virginia
$311K +$89.6K +32,814 +39%
SI
25
Stephens Inc
Arkansas
$303K -$38.2K -14,000 -11%

MIN Hedge Fund Activity: Q1 2024 in Review

99 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q1 2024, worth a combined $144M — down 5.1% from $152M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of MIN and 11 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 25 added.

The largest buyer was Karpus Investment Management, adding an estimated $7.01M. The largest seller was 1607 Capital Partners, cutting an estimated $11.8M.

  • 99 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q1 2024, down from 101 in Q4 2023.
  • Funds reported $144M of Aberdeen Intermediate Income Fund stock for Q1 2024, down 5.1% quarter-over-quarter.
  • 11 funds opened new Aberdeen Intermediate Income Fund positions in Q1 2024 and 12 closed out, a net change of -1 holder.
  • The largest Aberdeen Intermediate Income Fund buyer in Q1 2024 was Karpus Investment Management, an estimated $7.01M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q1 2024 was 1607 Capital Partners, an estimated $11.8M sold.

Based on aggregated 13F filings for Q1 2024.