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MIN

Aberdeen Intermediate Income Fund

98 hedge funds and large institutions have $151M invested in Aberdeen Intermediate Income Fund in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

7% more funds holding

Funds holding: 9298 (+6)

3% more capital invested

Capital invested by funds: $147M → $151M (+$4.19M)

0.46% more ownership

Funds ownership: 48.44%48.9% (+0.46%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
98
Holders Change
+6
Holders Change %
+6.52%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
16
Increased
24
Reduced
21
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$61.8M +$2.38M +874,479 +4%
KIM
2
Karpus Investment Management
New York
$24M -$1.27M -468,018 -5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21.4M -$981K -360,494 -4%
1CP
4
1607 Capital Partners
Virginia
$15.1M -$56.5K -20,769 -0.4%
Ameriprise
5
Ameriprise
Minnesota
$4.52M +$450K +165,244 +11%
Morgan Stanley
6
Morgan Stanley
New York
$3.92M +$83.1K +30,529 +2%
Wells Fargo
7
Wells Fargo
California
$3.05M -$30.5K -11,219 -1%
Invesco
8
Invesco
Georgia
$3M -$463K -170,102 -13%
EH
9
Equitable Holdings
New York
$1.16M +$35.4K +13,008 +3%
Bank of America
10
Bank of America
North Carolina
$1.04M +$71K +26,074 +7%
LPL Financial
11
LPL Financial
California
$1,000K +$304K +111,801 +44%
EW
12
Evoke Wealth
California
$884K +$387K +142,000 +78%
AAS
13
Ameritas Advisory Services
Nebraska
$692K +$59.1K +21,722 +9%
KWM
14
Kingsview Wealth Management
Oregon
$659K +$42K +15,444 +7%
HC
15
Hara Capital
Washington
$624K -$74.3K -27,300 -11%
FAG
16
Fortitude Advisory Group
Washington
$613K
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$604K +$615K +225,853 New
PAG
18
Private Advisor Group
New Jersey
$573K +$184K +67,500 +47%
SFS
19
Shaker Financial Services
Virginia
$479K +$64.3K +23,605 +15%
NA
20
NewEdge Advisors
Louisiana
$398K -$184K -67,700 -32%
LCM
21
Landscape Capital Management
New Jersey
$377K -$682K -250,625 -64%
TWM
22
Tolleson Wealth Management
Texas
$353K -$10.6K -3,909 -3%
UBS Group
23
UBS Group
Switzerland
$330K +$43.6K +16,028 +15%
SI
24
Stephens Inc
Arkansas
$314K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$279K +$30.3K +11,148 +12%

MIN Hedge Fund Activity: Q3 2024 in Review

98 of the 6,965 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q3 2024, worth a combined $151M — up 2.8% from $147M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new MIN positions and 9 closed out — a net gain of 7 holders — while 24 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.38M. The largest seller was Karpus Investment Management, cutting an estimated $1.27M.

  • 98 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q3 2024, up from 92 in Q2 2024.
  • Funds reported $151M of Aberdeen Intermediate Income Fund stock for Q3 2024, up 2.8% quarter-over-quarter.
  • 16 funds opened new Aberdeen Intermediate Income Fund positions in Q3 2024 and 9 closed out, a net change of +7 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q3 2024 was Sit Investment Associates, an estimated $2.38M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $1.27M sold.

Based on aggregated 13F filings for Q3 2024.