We are live on ! Find out more
INSI

Insight Select Income Fund
INSI

Delisted

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

Back to rankings

40 hedge funds and large institutions have $53.5M invested in Insight Select Income Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $52.4M → $53.5M (+$1.15M)

5% less funds holding

Funds holding: 42 → 40 (-2)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
9
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.31M
2
Invesco
Invesco
Georgia
+$546K
3
KIM
Karpus Investment Management
New York
+$246K
4
SWP
Stratos Wealth Partners
Ohio
+$48.2K
5
GC
Guggenheim Capital
Illinois
+$30.6K

Top Sellers

Rank Fund Capital Flow
1
DA
Doliver Advisors
Texas
-$425K
2
Stifel Financial
Stifel Financial
Missouri
-$202K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$189K
4
LCM
Landscape Capital Management
New Jersey
-$184K
5
Morgan Stanley
Morgan Stanley
New York
-$98K
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
26
Northwestern Mutual Wealth Management
Wisconsin
$67K – – –
US Bancorp
27
US Bancorp
Minnesota
$56K – – –
Citigroup
28
Citigroup
New York
$56K +$16.7K +895 +42%
SWP
29
Stratos Wealth Partners
Ohio
$48K +$48.2K +2,584 New
ACS
30
Archford Capital Strategies
Illinois
$46K – – –
CTC
31
Central Trust Company
Missouri
$14K – – –
GWM
32
Geneos Wealth Management
Colorado
$13K – – –
AG
33
Advisor Group
Arizona
$13K +$3.92K +210 +42%
IA
34
IFP Advisors
Florida
$10K – – –
PCG
35
Private Capital Group
Connecticut
$10K – – –
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$8K +$7.83K +420 New
Fifth Third Bancorp
37
Fifth Third Bancorp
Ohio
$6K – – –
THWM
38
Taylor Hoffman Wealth Management
Virginia
$5K – – –
ASN
39
Advisory Services Network
Georgia
$3K – – –
PFBT
40
Parkside Financial Bank & Trust
Missouri
$1K – – –
SCM
41
Southport Capital Management
Tennessee
$1K +$933 +50 New
DA
42
Doliver Advisors
Texas
– -$425K -22,448 Closed
Stifel Financial
43
Stifel Financial
Missouri
– -$202K -10,658 Closed
LYV
44
Live Your Vision
Pennsylvania
– -$5K -250 Closed
OIA
45
Optimum Investment Advisors
Illinois
– -$1K -64 Closed
KCPG
46
Kavar Capital Partners Group
Kansas
– -$1K -63 Closed
1
2

INSI Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2018, worth a combined $53.5M — up 2.2% from $52.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of INSI and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Doliver Advisors, exiting entirely with an estimated $425K sold.

  • 40 institutional investors held Insight Select Income Fund (INSI) as of Q3 2018, down from 42 in Q2 2018.
  • Funds reported $53.5M of Insight Select Income Fund stock for Q3 2018, up 2.2% quarter-over-quarter.
  • 3 funds opened new Insight Select Income Fund positions in Q3 2018 and 5 closed out, a net change of -2 holders.
  • The largest Insight Select Income Fund buyer in Q3 2018 was Wells Fargo, an estimated $1.31M added.
  • The largest Insight Select Income Fund seller in Q3 2018 was Doliver Advisors, an estimated $425K sold.

Based on aggregated 13F filings for Q3 2018.