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INSI

Insight Select Income Fund

Delisted

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

40 hedge funds and large institutions have $40.9M invested in Insight Select Income Fund in 2017 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 8 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 8

25% more capital invested

Capital invested by funds: $32.7M → $40.9M (+$8.23M)

18% more funds holding

Funds holding: 3440 (+6)

Holders
40
Holders Change
+6
Holders Change %
+17.65%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
8
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$16.8M +$7.52M +394,715 +82%
Wells Fargo
2
Wells Fargo
California
$9.41M +$292K +15,340 +3%
MRCM
3
M&R Capital Management
New Jersey
$3.23M -$42.8K -2,250 -1%
Invesco
4
Invesco
Georgia
$2.32M +$84.2K +4,424 +4%
UBS Group
5
UBS Group
Switzerland
$1.77M -$705K -37,010 -29%
GC
6
Guggenheim Capital
Illinois
$1.04M +$286K +15,040 +38%
Citigroup
7
Citigroup
New York
$866K +$398K +20,911 +86%
WA
8
WealthTrust Axiom
Pennsylvania
$786K -$1.9K -100 -0.2%
SI
9
SII Investments
Wisconsin
$728K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$619K -$13.5K -710 -2%
Morgan Stanley
11
Morgan Stanley
New York
$590K +$25.3K +1,326 +4%
SMH
12
Sanders Morris Harris
Texas
$378K
Bank of America
13
Bank of America
North Carolina
$371K +$11.7K +616 +3%
DA
14
Doliver Advisors
Texas
$359K +$357K +18,757 New
LCM
15
Landscape Capital Management
New Jersey
$351K -$266K -13,947 -43%
PVWM
16
Point View Wealth Management
New Jersey
$208K +$7.77K +408 +4%
Stifel Financial
17
Stifel Financial
Missouri
$203K +$13.3K +696 +7%
LPL Financial
18
LPL Financial
California
$202K -$5.16K -271 -3%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$115K
ACS
20
Archford Capital Strategies
Illinois
$94K
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$64K -$20.6K -1,083 -24%
FHA
22
First Horizon Advisors
Tennessee
$57K +$57.1K +3,000 New
US Bancorp
23
US Bancorp
Minnesota
$57K +$57.1K +3,000 New
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$55K +$54.3K +2,850 New
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$53K +$47.6K +2,500 +954%

INSI Hedge Fund Activity: Q1 2017 in Review

40 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2017, worth a combined $40.9M — up 25% from $32.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INSI positions and 0 closed out — a net gain of 6 holders — while 11 added to existing stakes and 8 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $7.52M. The largest seller was UBS Group, cutting an estimated $705K.

  • 40 institutional investors held Insight Select Income Fund (INSI) as of Q1 2017, up from 34 in Q4 2016.
  • Funds reported $40.9M of Insight Select Income Fund stock for Q1 2017, up 25% quarter-over-quarter.
  • 6 funds opened new Insight Select Income Fund positions in Q1 2017 and 0 closed out, a net change of +6 holders.
  • The largest Insight Select Income Fund buyer in Q1 2017 was Sit Investment Associates, an estimated $7.52M added.
  • The largest Insight Select Income Fund seller in Q1 2017 was UBS Group, an estimated $705K sold.

Based on aggregated 13F filings for Q1 2017.