Insight Select Income Fund
INSI
INSI was delisted on the 31st of January, 2025.
34 hedge funds and large institutions have $87.1M invested in Insight Select Income Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.
12% more capital invested
Capital invested by funds: $77.6M → $87.1M (+$9.47M)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
15% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 13
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.19M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$1.42M |
| 3 |
KIM
Karpus Investment Management
Pittsford,
New York
|
+$557K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$192K |
| 5 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$159K |
| 2 |
WA
WealthTrust Axiom
Wayne,
Pennsylvania
|
-$98.3K |
| 3 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$75.6K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$66.9K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$63.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
UBS Group
Zurich,
Switzerland
| $111K | +$10.3K | +679 | +11% |
|
27
Osaic Holdings
Scottsdale,
Arizona
| $76.4K | -$61.9K | -4,092 | -46% |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| $56K | -$1.78K | -118 | -3% |
|
29
US Bancorp
Minneapolis,
Minnesota
| $52.4K | +$499 | +33 | +1% |
|
30
JP Morgan Chase
New York
| $45.7K | +$14K | +928 | +48% |
|
31
Bank of America
Charlotte,
North Carolina
| $33.1K | +$31.4K | +2,074 | New |
|
|
HI
32
Harbour Investments
Madison,
Wisconsin
| $5.43K | – | – | – |
|
|
PFA
33
Pathway Financial Advisers
Auburn,
Indiana
| $1.68K | – | – | – |
|
|
TFGT
34
TS Financial Group (TSFG)
Lake Forest,
Illinois
| $1K | – | – | – |
|
|
WAM
35
Wolverine Asset Management
Chicago,
Illinois
| – | -$66.9K | -4,449 | Closed |
|
|
CTC
36
Central Trust Company
Jefferson City,
Missouri
| – | -$7.77K | -517 | Closed |
|
|
IA
37
IFP Advisors
Tampa,
Florida
| – | -$3.34K | -222 | Closed |
|
INSI Hedge Fund Activity: Q4 2023 in Review
34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2023, worth a combined $87.1M — up 12% from $77.6M a quarter earlier.
Fund positioning in INSI was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 13 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.19M. The largest seller was Atlantic Union Bankshares, cutting an estimated $159K.
- 34 institutional investors held Insight Select Income Fund (INSI) as of Q4 2023, unchanged from Q3 2023.
- Funds reported $87.1M of Insight Select Income Fund stock for Q4 2023, up 12% quarter-over-quarter.
- 3 funds opened new Insight Select Income Fund positions in Q4 2023 and 3 closed out, a net change of 0 holders.
- The largest Insight Select Income Fund buyer in Q4 2023 was Sit Investment Associates, an estimated $2.19M added.
- The largest Insight Select Income Fund seller in Q4 2023 was Atlantic Union Bankshares, an estimated $159K sold.
Based on aggregated 13F filings for Q4 2023.