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INSI

Insight Select Income Fund

Delisted

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

35 hedge funds and large institutions have $49.5M invested in Insight Select Income Fund in 2017 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

6% more funds holding

Funds holding: 3335 (+2)

2% more capital invested

Capital invested by funds: $48.4M → $49.5M (+$1.08M)

Holders
35
Holders Change
+2
Holders Change %
+6.06%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
12
Reduced
7
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$22M +$958K +47,731 +5%
Wells Fargo
2
Wells Fargo
California
$13M +$504K +25,119 +4%
MRCM
3
M&R Capital Management
New Jersey
$3.21M -$10K -500 -0.3%
Invesco
4
Invesco
Georgia
$2.4M -$101K -5,039 -4%
UBS Group
5
UBS Group
Switzerland
$1.65M +$53.9K +2,684 +3%
GC
6
Guggenheim Capital
Illinois
$1.26M +$56.5K +2,815 +5%
PMG
7
ProVise Management Group
Florida
$1.08M +$27.1K +1,350 +3%
WA
8
WealthTrust Axiom
Pennsylvania
$806K +$10K +500 +1%
UCI
9
Uncommon Cents Investing
Wisconsin
$710K +$716K +35,680 New
Morgan Stanley
10
Morgan Stanley
New York
$587K -$20.7K -1,032 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$557K +$281 +14 +0.1%
Bank of America
12
Bank of America
North Carolina
$412K -$12.7K -631 -3%
SMH
13
Sanders Morris Harris
Texas
$393K
LPL Financial
14
LPL Financial
California
$279K +$59.4K +2,961 +27%
Stifel Financial
15
Stifel Financial
Missouri
$275K +$17.8K +889 +7%
DAS
16
Dynamic Advisor Solutions
Arizona
$255K +$257K +12,790 New
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$146K +$91.8K +4,574 +166%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$108K -$11.1K -554 -9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$81K +$11.6K +579 +17%
Northwestern Mutual Wealth Management
20
Northwestern Mutual Wealth Management
Wisconsin
$72K
US Bancorp
21
US Bancorp
Minnesota
$60K
Citigroup
22
Citigroup
New York
$42K
SWP
23
Stratos Wealth Partners
Ohio
$16K +$16.3K +811 New
CTC
24
Central Trust Company
Missouri
$15K
GWM
25
Geneos Wealth Management
Colorado
$14K -$1.5K -75 -9%

INSI Hedge Fund Activity: Q4 2017 in Review

35 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2017, worth a combined $49.5M — up 2.2% from $48.4M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new INSI positions and 5 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $958K. The largest seller was SII Investments, exiting entirely with an estimated $738K sold.

  • 35 institutional investors held Insight Select Income Fund (INSI) as of Q4 2017, up from 33 in Q3 2017.
  • Funds reported $49.5M of Insight Select Income Fund stock for Q4 2017, up 2.2% quarter-over-quarter.
  • 7 funds opened new Insight Select Income Fund positions in Q4 2017 and 5 closed out, a net change of +2 holders.
  • The largest Insight Select Income Fund buyer in Q4 2017 was Sit Investment Associates, an estimated $958K added.
  • The largest Insight Select Income Fund seller in Q4 2017 was SII Investments, an estimated $738K sold.

Based on aggregated 13F filings for Q4 2017.