Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
32 hedge funds and large institutions have $58M invested in Insight Select Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.
1% more capital invested
Capital invested by funds: $57.6M → $58M (+$477K)
11% less funds holding
Funds holding: 36 → 32 (-4)
33% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 12
57% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$344K |
| 2 |
PMG
ProVise Management Group
Clearwater,
Florida
|
+$278K |
| 3 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$228K |
| 4 |
Morgan Stanley
New York
|
+$96.9K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$55.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1M |
| 2 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
-$311K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$295K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$202K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$82.7K |
| 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 | – | – | – |
|
28
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| $7K | -$3.45K | -167 | -32% |
|
29
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
30
Barclays
London,
United Kingdom
| $3K | +$2.89K | +140 | New |
|
|
ASN
31
Advisory Services Network
Atlanta,
Georgia
| $3K | +$3.3K | +160 | New |
|
|
PFBT
32
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
SWP
33
Stratos Wealth Partners
Beachwood,
Ohio
| – | -$311K | -15,835 | Closed |
|
34
BlackRock
New York
| – | -$82K | -4,149 | Closed |
|
|
CAN
35
Cetera Advisor Networks
El Segundo,
California
| – | -$72K | -3,650 | Closed |
|
|
PAG
36
Private Advisor Group
Morristown,
New Jersey
| – | -$58K | -2,950 | Closed |
|
|
THWM
37
Taylor Hoffman Wealth Management
Richmond,
Virginia
| – | -$6K | -285 | Closed |
|
|
WAM
38
Wolverine Asset Management
Chicago,
Illinois
| – | -$3K | -200 | Closed |
|
|
TRCT
39
Tower Research Capital (TRC)
New York
| – | -$1K | -70 | Closed |
|
INSI Hedge Fund Activity: Q3 2020 in Review
32 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2020, worth a combined $58M — up 0.83% from $57.6M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of INSI and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 8 added.
The largest buyer was Karpus Investment Management, adding an estimated $344K. The largest seller was Wells Fargo, cutting an estimated $1M.
- 32 institutional investors held Insight Select Income Fund (INSI) as of Q3 2020, down from 36 in Q2 2020.
- Funds reported $58M of Insight Select Income Fund stock for Q3 2020, up 0.83% quarter-over-quarter.
- 3 funds opened new Insight Select Income Fund positions in Q3 2020 and 7 closed out, a net change of -4 holders.
- The largest Insight Select Income Fund buyer in Q3 2020 was Karpus Investment Management, an estimated $344K added.
- The largest Insight Select Income Fund seller in Q3 2020 was Wells Fargo, an estimated $1M sold.
Based on aggregated 13F filings for Q3 2020.