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INSI

Insight Select Income Fund
INSI

Delisted

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

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35 hedge funds and large institutions have $49.5M invested in Insight Select Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more funds holding

Funds holding: 33 → 35 (+2)

2% more capital invested

Capital invested by funds: $48.4M → $49.5M (+$1.08M)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
12
Reduced
7
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$958K
2
Wells Fargo
Wells Fargo
California
+$504K
3
DAS
Dynamic Advisor Solutions
Arizona
+$257K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$91.8K
5
LPL Financial
LPL Financial
California
+$59.4K

Top Sellers

Rank Fund Capital Flow
1
SI
SII Investments
Wisconsin
-$738K
2
PVWM
Point View Wealth Management
New Jersey
-$219K
3
Invesco
Invesco
Georgia
-$101K
4
FHA
First Horizon Advisors
Tennessee
-$60K
5
NFG
Next Financial Group
Texas
-$26K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
26
IFP Advisors
Florida
$11K -$12.9K -645 -54%
AG
27
Advisor Group
Arizona
$10K – – –
PFGIA
28
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$80 +4 +1%
Manulife (Manufacturers Life Insurance)
29
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8K +$8.03K +400 New
Fifth Third Bancorp
30
Fifth Third Bancorp
Ohio
$7K – – –
THWM
31
Taylor Hoffman Wealth Management
Virginia
$6K +$5.72K +285 New
LYV
32
Live Your Vision
Pennsylvania
$4K – – –
ASN
33
Advisory Services Network
Georgia
$3K – – –
PFBT
34
Parkside Financial Bank & Trust
Missouri
$1K – – –
SSB
35
Sandy Spring Bank
Maryland
$1K +$1K +50 New
PCG
36
Private Capital Group
Connecticut
$11 +$321 +16 New
SI
37
SII Investments
Wisconsin
– -$738K -36,680 Closed
PVWM
38
Point View Wealth Management
New Jersey
– -$219K -10,869 Closed
FHA
39
First Horizon Advisors
Tennessee
– -$60K -3,000 Closed
NFG
40
Next Financial Group
Texas
– -$26K -1,310 Closed
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
– -$13K -625 Closed
1
2

INSI Hedge Fund Activity: Q4 2017 in Review

35 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2017, worth a combined $49.5M — up 2.2% from $48.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new INSI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $958K. The largest seller was SII Investments, exiting entirely with an estimated $738K sold.

  • 35 institutional investors held Insight Select Income Fund (INSI) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $49.5M of Insight Select Income Fund stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 7 funds opened new Insight Select Income Fund positions in Q4 2017 and 5 closed out, a net change of +2 holders.
  • The largest Insight Select Income Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $958K added.
  • The largest Insight Select Income Fund seller in Q4 2017 was SII Investments, an estimated $738K sold.

Based on aggregated 13F filings for Q4 2017.