Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
33 hedge funds and large institutions have $55.7M invested in Insight Select Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.
8% less funds holding
Funds holding: 36 → 33 (-3)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
12% less capital invested
Capital invested by funds: $63.4M → $55.7M (-$7.76M)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.58M |
| 2 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$1.18M |
| 3 |
SWP
Stratos Wealth Partners
Beachwood,
Ohio
|
+$206K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$143K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$85.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$5.24M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$3.85M |
| 3 |
BS
Boenning & Scattergood
West Conshohocken,
Pennsylvania
|
-$229K |
| 4 |
MRCM
M&R Capital Management
Summit,
New Jersey
|
-$91.9K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$88.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
26
Arkadios Wealth Advisors
Atlanta,
Georgia
| $59K | -$898 | -43 | -1% |
|
|
APA
27
American Portfolios Advisors
Holbrook,
New York
| $58.2K | -$5.3K | -254 | -8% |
|
|
CTC
28
Central Trust Company
Jefferson City,
Missouri
| $15K | – | – | – |
|
|
GWM
29
Geneos Wealth Management
Englewood,
Colorado
| $14K | – | – | – |
|
30
Fifth Third Bancorp
Cincinnati,
Ohio
| $7K | – | – | – |
|
|
TRCT
31
Tower Research Capital (TRC)
New York
| $3K | +$3.44K | +165 | New |
|
|
PFBT
32
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| $1K | – | – | – |
|
|
KAS
33
Kestra Advisory Services
Austin,
Texas
| – | -$3.85M | -181,290 | Closed |
|
|
BS
34
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| – | -$229K | -10,726 | Closed |
|
35
Citigroup
New York
| – | -$60K | -2,827 | Closed |
|
|
CB
36
Community Bank
Dewitt,
New York
| – | -$5K | -240 | Closed |
|
|
AIM
37
Anchor Investment Management
Columbia,
South Carolina
| – | -$3.5K | -164 | Closed |
|
|
ASN
38
Advisory Services Network
Atlanta,
Georgia
| – | -$3K | -160 | Closed |
|
INSI Hedge Fund Activity: Q1 2021 in Review
33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2021, worth a combined $55.7M — down 12% from $63.4M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of INSI and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 9 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.58M. The largest seller was Karpus Investment Management, cutting an estimated $5.24M.
- 33 institutional investors held Insight Select Income Fund (INSI) as of Q1 2021, down from 36 in Q4 2020.
- Funds reported $55.7M of Insight Select Income Fund stock for Q1 2021, down 12% quarter-over-quarter.
- 4 funds opened new Insight Select Income Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
- The largest Insight Select Income Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $2.58M added.
- The largest Insight Select Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $5.24M sold.
Based on aggregated 13F filings for Q1 2021.