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INSI

Insight Select Income Fund
INSI

Delisted

INSI was delisted on the 31st of January, 2025.

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33 hedge funds and large institutions have $48.4M invested in Insight Select Income Fund in 2017 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 9 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $44.7M → $48.4M (+$3.73M)

11% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 9

18% less funds holding

Funds holding: 40 → 33 (-7)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 7

Holders
33
Holders Change
-7
Holders Change %
-17.5%
% of All Funds
0.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
9
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$2.8M
2
SIA
Sit Investment Associates
Minnesota
+$972K
3
PMG
ProVise Management Group
Florida
+$376K
4
UBS Group
UBS Group
Switzerland
+$83.8K
5
Stifel Financial
Stifel Financial
Missouri
+$42.8K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$403K
2
DA
Doliver Advisors
Texas
-$291K
3
KIM
Karpus Investment Management
New York
-$223K
4
Invesco
Invesco
Georgia
-$88.2K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$65K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Geneos Wealth Management
Colorado
$16K -$1.28K -64 -7%
CTC
27
Central Trust Company
Missouri
$15K – – –
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$13K – – –
AG
29
Advisor Group
Arizona
$10K -$14.2K -709 -59%
PFGIA
30
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$60 +3 +0.8%
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$7K – – –
LYV
32
Live Your Vision
Pennsylvania
$5K – – –
ASN
33
Advisory Services Network
Georgia
$3K – – –
PFBT
34
Parkside Financial Bank & Trust
Missouri
$1K – – –
DA
35
Doliver Advisors
Texas
– -$291K -14,717 Closed
KIM
36
Karpus Investment Management
New York
– -$223K -11,257 Closed
TJHA
37
Thomas J. Herzfeld Advisors
Florida
– -$65K -3,300 Closed
DADC
38
D.A. Davidson & Co
Montana
– -$37K -1,900 Closed
SEI Investments
39
SEI Investments
Pennsylvania
– -$22K -1,095 Closed
Creative Planning
40
Creative Planning
Kansas
– -$6K -322 Closed
PCM
41
Penserra Capital Management
California
– -$3K -162 Closed
1
2

INSI Hedge Fund Activity: Q3 2017 in Review

33 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2017, worth a combined $48.4M — up 8.3% from $44.7M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of INSI and 0 opened new positions — a net loss of 7 holders — while 9 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $2.8M. The largest seller was Citigroup, cutting an estimated $403K.

  • 33 institutional investors held Insight Select Income Fund (INSI) as of Q3 2017, down from 40 in Q2 2017.
  • Funds reported $48.4M of Insight Select Income Fund stock for Q3 2017, up 8.3% quarter-over-quarter.
  • 0 funds opened new Insight Select Income Fund positions in Q3 2017 and 7 closed out, a net change of -7 holders.
  • The largest Insight Select Income Fund buyer in Q3 2017 was Wells Fargo, an estimated $2.8M added.
  • The largest Insight Select Income Fund seller in Q3 2017 was Citigroup, an estimated $403K sold.

Based on aggregated 13F filings for Q3 2017.