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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 $44.7M invested in Insight Select Income Fund in 2017 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $40.9M → $44.7M (+$3.78M)

0% more funds holding

Funds holding: 4040 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
40
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$19.9M +$2.58M +132,238 +15%
Wells Fargo
2
Wells Fargo
California
$9.66M -$46.8K -2,398 -0.5%
MRCM
3
M&R Capital Management
New Jersey
$3.2M -$127K -6,510 -4%
Invesco
4
Invesco
Georgia
$2.58M +$183K +9,357 +8%
UBS Group
5
UBS Group
Switzerland
$1.5M -$320K -16,401 -18%
GC
6
Guggenheim Capital
Illinois
$1.25M +$171K +8,768 +16%
WA
7
WealthTrust Axiom
Pennsylvania
$791K -$19.5K -1,000 -2%
SI
8
SII Investments
Wisconsin
$746K -$15.6K -800 -2%
PMG
9
ProVise Management Group
Florida
$673K +$665K +34,042 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$612K -$26.1K -1,336 -4%
Morgan Stanley
11
Morgan Stanley
New York
$607K -$1.58K -81 -0.3%
Citigroup
12
Citigroup
New York
$440K -$448K -22,945 -51%
Bank of America
13
Bank of America
North Carolina
$440K +$56K +2,864 +15%
SMH
14
Sanders Morris Harris
Texas
$390K
DA
15
Doliver Advisors
Texas
$291K -$78.9K -4,040 -22%
KIM
16
Karpus Investment Management
New York
$223K +$220K +11,257 New
PVWM
17
Point View Wealth Management
New Jersey
$215K
LPL Financial
18
LPL Financial
California
$214K +$5.12K +262 +2%
Stifel Financial
19
Stifel Financial
Missouri
$213K
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$117K
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$71K +$14.7K +754 +26%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$66K
TJHA
23
Thomas J. Herzfeld Advisors
Florida
$65K +$64.5K +3,300 New
FHA
24
First Horizon Advisors
Tennessee
$59K
US Bancorp
25
US Bancorp
Minnesota
$59K

INSI Hedge Fund Activity: Q2 2017 in Review

40 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q2 2017, worth a combined $44.7M — up 9.2% from $40.9M a quarter earlier.

Fund positioning in INSI was balanced in Q2 2017: 4 funds opened new positions, 4 closed out, 8 added to existing stakes and 10 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.58M. The largest seller was Citigroup, cutting an estimated $448K.

  • 40 institutional investors held Insight Select Income Fund (INSI) as of Q2 2017, unchanged from Q1 2017.
  • Funds reported $44.7M of Insight Select Income Fund stock for Q2 2017, up 9.2% quarter-over-quarter.
  • 4 funds opened new Insight Select Income Fund positions in Q2 2017 and 4 closed out, a net change of 0 holders.
  • The largest Insight Select Income Fund buyer in Q2 2017 was Sit Investment Associates, an estimated $2.58M added.
  • The largest Insight Select Income Fund seller in Q2 2017 was Citigroup, an estimated $448K sold.

Based on aggregated 13F filings for Q2 2017.