Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
33 hedge funds and large institutions have $73.6M invested in Insight Select Income Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
10% more capital invested
Capital invested by funds: $66.9M → $73.6M (+$6.73M)
6% more funds holding
Funds holding: 31 → 33 (+2)
25% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 12
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
SeaBridge Investment Advisors
Summit,
New Jersey
|
+$1.98M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$1.33M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$612K |
| 4 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
+$554K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$418K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$1.07M |
| 2 |
LSC
Logan Stone Capital
Chicago,
Illinois
|
-$292K |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$270K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$94.6K |
| 5 |
WDG
Wealth Dimensions Group
Cincinnati,
Ohio
|
-$58.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Royal Bank of Canada
Toronto,
Ontario, Canada
| $58K | – | – | – |
|
27
US Bancorp
Minneapolis,
Minnesota
| $47.6K | – | – | – |
|
28
Bank of America
Charlotte,
North Carolina
| $15.5K | +$13.9K | +878 | +878% |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $4.08K | – | – | – |
|
|
PFA
30
Pathway Financial Advisers
Auburn,
Indiana
| $2.18K | – | – | – |
|
|
TFGT
31
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
32
JP Morgan Chase
New York
| $1K | +$568 | +36 | New |
|
33
Commonwealth Equity Services
Waltham,
Massachusetts
| $331 | -$63 | -4 | -0% |
|
|
LSC
34
Logan Stone Capital
Chicago,
Illinois
| – | -$292K | -19,354 | Closed |
|
|
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$94.6K | -6,259 | Closed |
|
36
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.08K | -336 | Closed |
|
INSI Hedge Fund Activity: Q1 2023 in Review
33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2023, worth a combined $73.6M — up 10% from $66.9M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new INSI positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.
The largest buyer was SeaBridge Investment Advisors, opening a new position worth an estimated $1.98M. The largest seller was Wells Fargo, cutting an estimated $1.07M.
- 33 institutional investors held Insight Select Income Fund (INSI) as of Q1 2023, up from 31 in Q4 2022.
- Funds reported $73.6M of Insight Select Income Fund stock for Q1 2023, up 10% quarter-over-quarter.
- 5 funds opened new Insight Select Income Fund positions in Q1 2023 and 3 closed out, a net change of +2 holders.
- The largest Insight Select Income Fund buyer in Q1 2023 was SeaBridge Investment Advisors, an estimated $1.98M added.
- The largest Insight Select Income Fund seller in Q1 2023 was Wells Fargo, an estimated $1.07M sold.
Based on aggregated 13F filings for Q1 2023.