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INSI

Insight Select Income Fund
INSI

Delisted

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

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36 hedge funds and large institutions have $63.4M invested in Insight Select Income Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 32 → 36 (+4)

9% more capital invested

Capital invested by funds: $58M → $63.4M (+$5.38M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.64%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
9
Reduced
10
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KAS
Kestra Advisory Services
Texas
+$3.79M
2
PMG
ProVise Management Group
Florida
+$292K
3
AWA
Arkadios Wealth Advisors
Georgia
+$62.1K
4
Citigroup
Citigroup
New York
+$59.1K
5
WA
WealthTrust Axiom
Pennsylvania
+$41.8K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$1.19M
2
SIA
Sit Investment Associates
Minnesota
-$605K
3
Wells Fargo
Wells Fargo
California
-$516K
4
AUB
Atlantic Union Bankshares
Virginia
-$224K
5
AF
Advisornet Financial
Minnesota
-$39K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$60K +$59.1K +2,827 New
Bank of America
27
Bank of America
North Carolina
$54K -$5.39K -258 -9%
WEC
28
Winslow Evans & Crocker
Massachusetts
$21K +$20.9K +1,000 New
CTC
29
Central Trust Company
Missouri
$16K – – –
GWM
30
Geneos Wealth Management
Colorado
$14K – – –
Fifth Third Bancorp
31
Fifth Third Bancorp
Ohio
$7K – – –
CB
32
Community Bank
New York
$5K +$5.02K +240 New
AIM
33
Anchor Investment Management
South Carolina
$3.5K +$3.43K +164 New
ASN
34
Advisory Services Network
Georgia
$3K – – –
PFBT
35
Parkside Financial Bank & Trust
Missouri
$1K – – –
AUB
36
Atlantic Union Bankshares
Virginia
– -$224K -11,050 Closed
AF
37
Advisornet Financial
Minnesota
– -$39K -1,945 Closed
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
– -$7K -350 Closed
Barclays
39
Barclays
United Kingdom
– -$3K -140 Closed
AA
40
Ancora Advisors
Ohio
– +$21 +1 New
1
2

INSI Hedge Fund Activity: Q4 2020 in Review

36 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2020, worth a combined $63.4M — up 9.3% from $58M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INSI positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.79M. The largest seller was Karpus Investment Management, cutting an estimated $1.19M.

  • 36 institutional investors held Insight Select Income Fund (INSI) as of Q4 2020, up from 32 in Q3 2020.
  • Funds reported $63.4M of Insight Select Income Fund stock for Q4 2020, up 9.3% quarter-over-quarter.
  • 8 funds opened new Insight Select Income Fund positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Insight Select Income Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $3.79M added.
  • The largest Insight Select Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2020.