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MIN

Aberdeen Intermediate Income Fund

92 hedge funds and large institutions have $147M invested in Aberdeen Intermediate Income Fund in 2024 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 20

1.13% more ownership

Funds ownership: 47.31%48.44% (+1.1%)

2% more capital invested

Capital invested by funds: $144M → $147M (+$3.41M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9992 (-7)

21% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 14

Holders
92
Holders Change
-7
Holders Change %
-7.07%
% of All Funds
1.33%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
11
Increased
27
Reduced
20
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$58.1M -$372K -142,236 -0.6%
KIM
2
Karpus Investment Management
New York
$24.7M +$4.34M +1,657,470 +22%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21.9M +$22.1K +8,456 +0.1%
1CP
4
1607 Capital Partners
Virginia
$14.8M -$555K -212,108 -4%
Ameriprise
5
Ameriprise
Minnesota
$3.98M +$234K +89,342 +6%
Morgan Stanley
6
Morgan Stanley
New York
$3.75M +$9.63K +3,678 +0.3%
Invesco
7
Invesco
Georgia
$3.39M +$583K +222,540 +21%
Wells Fargo
8
Wells Fargo
California
$3.01M +$65.6K +25,057 +2%
EH
9
Equitable Holdings
New York
$1.1M +$1.6K +613 +0.1%
LCM
10
Landscape Capital Management
New Jersey
$1.04M +$214K +81,606 +27%
Bank of America
11
Bank of America
North Carolina
$943K -$12.7K -4,858 -1%
HC
12
Hara Capital
Washington
$683K
LPL Financial
13
LPL Financial
California
$680K +$402K +153,364 +150%
AAS
14
Ameritas Advisory Services
Nebraska
$619K +$166K +63,582 +38%
KWM
15
Kingsview Wealth Management
Oregon
$604K +$1.51K +578 +0.3%
FAG
16
Fortitude Advisory Group
Washington
$599K
NA
17
NewEdge Advisors
Louisiana
$569K -$60K -22,900 -10%
EW
18
Evoke Wealth
California
$487K -$508K -194,000 -51%
SFS
19
Shaker Financial Services
Virginia
$406K +$93.6K +35,757 +31%
PAG
20
Private Advisor Group
New Jersey
$381K +$18K +6,892 +5%
TWM
21
Tolleson Wealth Management
Texas
$355K +$7.07K +2,699 +2%
SI
22
Stephens Inc
Arkansas
$307K +$3.93K +1,500 +1%
UBS Group
23
UBS Group
Switzerland
$280K -$168K -64,003 -38%
OC
24
Oppenheimer & Co
New York
$263K
Osaic Holdings
25
Osaic Holdings
Arizona
$257K -$106K -40,559 -30%

MIN Hedge Fund Activity: Q2 2024 in Review

92 of the 6,925 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q2 2024, worth a combined $147M — up 2.4% from $144M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of MIN and 11 opened new positions — a net loss of 3 holders — while 20 trimmed existing stakes and 27 added.

The largest buyer was Karpus Investment Management, adding an estimated $4.34M. The largest seller was Relative Value Partners Group, exiting entirely with an estimated $721K sold.

  • 92 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q2 2024, down from 99 in Q1 2024.
  • Funds reported $147M of Aberdeen Intermediate Income Fund stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 11 funds opened new Aberdeen Intermediate Income Fund positions in Q2 2024 and 14 closed out, a net change of -3 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q2 2024 was Karpus Investment Management, an estimated $4.34M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q2 2024 was Relative Value Partners Group, an estimated $721K sold.

Based on aggregated 13F filings for Q2 2024.