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Aberdeen Intermediate Income Fund

84 hedge funds and large institutions have $153M invested in Aberdeen Intermediate Income Fund in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

0.92% more ownership

Funds ownership: 52.48%53.41% (+0.92%)

2% less capital invested

Capital invested by funds: $156M → $153M (-$3.26M)

2% less funds holding

Funds holding: 8684 (-2)

13% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 8

Holders
84
Holders Change
-2
Holders Change %
-2.33%
% of All Funds
1.03%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
29
Reduced
15
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$76.4M +$3.3M +1,282,901 +4%
1CP
2
1607 Capital Partners
Virginia
$15.9M +$298K +116,096 +2%
KIM
3
Karpus Investment Management
New York
$13.2M +$2.29M +890,186 +20%
Ameriprise
4
Ameriprise
Minnesota
$10.6M +$664K +258,505 +7%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$10.4M
Morgan Stanley
6
Morgan Stanley
New York
$3.31M +$192K +74,598 +6%
Invesco
7
Invesco
Georgia
$2.73M +$48K +18,689 +2%
LPL Financial
8
LPL Financial
California
$2.47M -$168K -65,301 -6%
Bank of America
9
Bank of America
North Carolina
$2.44M -$16.8K -6,546 -0.7%
EH
10
Equitable Holdings
New York
$1.9M +$68.9K +26,810 +4%
Raymond James Financial
11
Raymond James Financial
Florida
$1.54M +$658K +256,110 +71%
Osaic Holdings
12
Osaic Holdings
Arizona
$1.06M -$4.33M -1,687,041 -80%
SFS
13
Shaker Financial Services
Virginia
$896K +$572K +222,743 +166%
PAG
14
Private Advisor Group
New Jersey
$872K +$13K +5,075 +1%
AAM
15
Advisors Asset Management
Colorado
$758K +$642 +250 +0.1%
AAS
16
Ameritas Advisory Services
Nebraska
$674K +$8.73K +3,399 +1%
Focus Partners Wealth
17
Focus Partners Wealth
Massachusetts
$663K +$53.9K +21,000 +9%
KWM
18
Kingsview Wealth Management
Oregon
$589K -$34.8K -13,532 -5%
FAG
19
Fortitude Advisory Group
Washington
$572K
UBS Group
20
UBS Group
Switzerland
$412K +$3.42K +1,330 +0.8%
DI
21
Decision Investments
California
$409K +$25.9K +10,100 +7%
SI
22
Stephens Inc
Arkansas
$322K +$10.3K +4,000 +3%
EW
23
Evoke Wealth
California
$284K
Wells Fargo
24
Wells Fargo
California
$263K -$968K -376,993 -78%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$262K -$37.7K -14,690 -12%