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MIN

Aberdeen Intermediate Income Fund

88 hedge funds and large institutions have $153M invested in Aberdeen Intermediate Income Fund in 2024 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

1.56% more ownership

Funds ownership: 48.9%50.46% (+1.6%)

1% more capital invested

Capital invested by funds: $151M → $153M (+$1.4M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

10% less funds holding

Funds holding: 9888 (-10)

41% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 17

Holders
88
Holders Change
-10
Holders Change %
-10.2%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
24
Reduced
19
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$64.5M +$4.12M +1,523,468 +7%
KIM
2
Karpus Investment Management
New York
$21.9M -$1.65M -609,062 -7%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21M +$49.9K +18,446 +0.2%
1CP
4
1607 Capital Partners
Virginia
$20.2M +$5.48M +2,024,362 +36%
Ameriprise
5
Ameriprise
Minnesota
$4.68M +$260K +96,198 +6%
Morgan Stanley
6
Morgan Stanley
New York
$3.79M -$46.4K -17,150 -1%
Invesco
7
Invesco
Georgia
$2.96M +$26.6K +9,837 +0.9%
EH
8
Equitable Holdings
New York
$1.22M +$84.6K +31,279 +7%
LPL Financial
9
LPL Financial
California
$1.08M +$108K +39,954 +11%
Bank of America
10
Bank of America
North Carolina
$1.05M +$36.6K +13,523 +4%
EW
11
Evoke Wealth
California
$872K +$8.12K +3,000 +0.9%
PAG
12
Private Advisor Group
New Jersey
$729K +$172K +63,500 +30%
KWM
13
Kingsview Wealth Management
Oregon
$709K +$65K +24,010 +10%
AAS
14
Ameritas Advisory Services
Nebraska
$664K -$13.1K -4,854 -2%
FAG
15
Fortitude Advisory Group
Washington
$604K +$4.92K +1,818 +0.8%
Kovitz Investment Group Partners
16
Kovitz Investment Group Partners
Illinois
$571K -$30.1K -11,116 -5%
TW
17
Transform Wealth
Colorado
$535K +$544K +201,094 New
NA
18
NewEdge Advisors
Louisiana
$353K -$36.8K -13,600 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$349K +$77.3K +28,569 +28%
TWM
20
Tolleson Wealth Management
Texas
$345K
SI
21
Stephens Inc
Arkansas
$318K +$10.8K +4,000 +3%
Raymond James Financial
22
Raymond James Financial
Florida
$297K +$302K +111,569 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$284K +$289K +106,762 New
Wells Fargo
24
Wells Fargo
California
$266K -$2.76M -1,019,853 -91%
OC
25
Oppenheimer & Co
New York
$263K

MIN Hedge Fund Activity: Q4 2024 in Review

88 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Aberdeen Intermediate Income Fund (MIN) for Q4 2024, worth a combined $153M — up 0.92% from $151M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MIN and 10 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 24 added.

The largest buyer was 1607 Capital Partners, adding an estimated $5.48M. The largest seller was Wells Fargo, cutting an estimated $2.76M.

  • 88 institutional investors held Aberdeen Intermediate Income Fund (MIN) as of Q4 2024, down from 98 in Q3 2024.
  • Funds reported $153M of Aberdeen Intermediate Income Fund stock for Q4 2024, up 0.92% quarter-over-quarter.
  • 10 funds opened new Aberdeen Intermediate Income Fund positions in Q4 2024 and 17 closed out, a net change of -7 holders.
  • The largest Aberdeen Intermediate Income Fund buyer in Q4 2024 was 1607 Capital Partners, an estimated $5.48M added.
  • The largest Aberdeen Intermediate Income Fund seller in Q4 2024 was Wells Fargo, an estimated $2.76M sold.

Based on aggregated 13F filings for Q4 2024.