Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
34 hedge funds and large institutions have $77.6M invested in Insight Select Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
50% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 8
10% more funds holding
Funds holding: 31 → 34 (+3)
1% more capital invested
Capital invested by funds: $76.7M → $77.6M (+$933K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$2.68M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.3M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$701K |
| 4 |
ACP
Aviance Capital Partners
Naples,
Florida
|
+$344K |
| 5 |
DWM
Dakota Wealth Management
Palm Beach Gardens,
Florida
|
+$182K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$1.33M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$862K |
| 3 |
SMH
Sanders Morris Harris
Houston,
Texas
|
-$309K |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$105K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$48.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WAM
26
Wolverine Asset Management
Chicago,
Illinois
| $66.9K | +$67K | +4,349 | +4,349% |
|
27
Royal Bank of Canada
Toronto,
Ontario, Canada
| $55K | -$477 | -31 | -0.8% |
|
28
US Bancorp
Minneapolis,
Minnesota
| $48.8K | +$1.93K | +125 | +4% |
|
29
JP Morgan Chase
New York
| $29.1K | +$29.8K | +1,934 | New |
|
|
CTC
30
Central Trust Company
Jefferson City,
Missouri
| $7.77K | +$7.96K | +517 | New |
|
|
HI
31
Harbour Investments
Madison,
Wisconsin
| $5.11K | +$5.24K | +340 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $3.34K | – | – | – |
|
|
PFA
33
Pathway Financial Advisers
Auburn,
Indiana
| $1.58K | +$1.62K | +105 | New |
|
|
TFGT
34
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$862K | -55,122 | Closed |
|
|
SMH
36
Sanders Morris Harris
Houston,
Texas
| – | -$309K | -19,734 | Closed |
|
37
Bank of America
Charlotte,
North Carolina
| – | -$610 | -39 | Closed |
|
INSI Hedge Fund Activity: Q3 2023 in Review
34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2023, worth a combined $77.6M — up 1.2% from $76.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new INSI positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.
The largest buyer was Karpus Investment Management, adding an estimated $2.68M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.33M.
- 34 institutional investors held Insight Select Income Fund (INSI) as of Q3 2023, up from 31 in Q2 2023.
- Funds reported $77.6M of Insight Select Income Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
- 6 funds opened new Insight Select Income Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
- The largest Insight Select Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $2.68M added.
- The largest Insight Select Income Fund seller in Q3 2023 was Thomas J. Herzfeld Advisors, an estimated $1.33M sold.
Based on aggregated 13F filings for Q3 2023.