Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
35 hedge funds and large institutions have $60.6M invested in Insight Select Income Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
0% more funds holding
Funds holding: 35 → 35 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
6% less capital invested
Capital invested by funds: $64.5M → $60.6M (-$3.89M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.69M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$663K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$451K |
| 4 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$113K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$73.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$3.02M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$2.38M |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$318K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$29.1K |
| 5 |
FIA
FNY Investment Advisers
New York
|
-$20K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CTC
26
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
|
GWM
27
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
|
WAM
28
Wolverine Asset Management
Chicago,
Illinois
| $10K | +$10.6K | +525 | New |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | -$15.2K | -754 | -68% |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
31
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $6K | – | – | – |
|
|
THWM
32
Taylor Hoffman Wealth Management
Richmond,
Virginia
| $6K | – | – | – |
|
|
PFGIA
33
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $3K | -$1.01K | -50 | -25% |
|
|
ASN
34
Advisory Services Network
Atlanta,
Georgia
| $3K | – | – | – |
|
|
PFBT
35
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
36
Invesco
Atlanta,
Georgia
| – | -$2.38M | -115,987 | Closed |
|
|
LCM
37
Landscape Capital Management
Englewood,
New Jersey
| – | -$318K | -15,512 | Closed |
|
|
FIA
38
FNY Investment Advisers
New York
| – | -$20K | -1,000 | Closed |
|
39
Citigroup
New York
| – | -$2K | -120 | Closed |
|
INSI Hedge Fund Activity: Q4 2019 in Review
35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2019, worth a combined $60.6M — down 6% from $64.5M a quarter earlier.
Fund positioning in INSI was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 9 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $1.69M. The largest seller was Karpus Investment Management, cutting an estimated $3.02M.
- 35 institutional investors held Insight Select Income Fund (INSI) as of Q4 2019, unchanged from Q3 2019.
- Funds reported $60.6M of Insight Select Income Fund stock for Q4 2019, down 6% quarter-over-quarter.
- 4 funds opened new Insight Select Income Fund positions in Q4 2019 and 4 closed out, a net change of 0 holders.
- The largest Insight Select Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $1.69M added.
- The largest Insight Select Income Fund seller in Q4 2019 was Karpus Investment Management, an estimated $3.02M sold.
Based on aggregated 13F filings for Q4 2019.