Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
32 hedge funds and large institutions have $63M invested in Insight Select Income Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.
4% more capital invested
Capital invested by funds: $60.3M → $63M (+$2.65M)
3% less funds holding
Funds holding: 33 → 32 (-1)
17% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 12
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$553K |
| 2 |
AG
Advisor Group
Phoenix,
Arizona
|
+$155K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$124K |
| 4 |
Morgan Stanley
New York
|
+$39.9K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$29.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$774K |
| 2 |
DAS
Dynamic Advisor Solutions
Phoenix,
Arizona
|
-$199K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$199K |
| 4 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$53.4K |
| 5 |
Citigroup
New York
|
-$40K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $14K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
|
PCG
28
Private Capital Group
West Hartford,
Connecticut
| $11K | +$10.6K | +555 | New |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
THWM
30
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $6K | – | – | – |
|
|
PFGIA
31
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $4K | -$4.2K | -220 | -52% |
|
|
ASN
32
Advisory Services Network
Atlanta,
Georgia
| $3K | – | – | – |
|
|
PFBT
33
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
DAS
34
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$199K | -10,369 | Closed |
|
|
35
Citigroup
New York
| – | -$40K | -2,106 | Closed |
|
|
TRCT
36
Tower Research Capital (TRC)
New York
| – | -$1K | -69 | Closed |
|
INSI Hedge Fund Activity: Q2 2019 in Review
32 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q2 2019, worth a combined $63M — up 4.4% from $60.3M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of INSI and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.
The largest buyer was Sit Investment Associates, adding an estimated $553K. The largest seller was Karpus Investment Management, cutting an estimated $774K.
- 32 institutional investors held Insight Select Income Fund (INSI) as of Q2 2019, down from 33 in Q1 2019.
- Funds reported $63M of Insight Select Income Fund stock for Q2 2019, up 4.4% quarter-over-quarter.
- 2 funds opened new Insight Select Income Fund positions in Q2 2019 and 3 closed out, a net change of -1 holder.
- The largest Insight Select Income Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $553K added.
- The largest Insight Select Income Fund seller in Q2 2019 was Karpus Investment Management, an estimated $774K sold.
Based on aggregated 13F filings for Q2 2019.