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INSI

Insight Select Income Fund

Delisted

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

38 hedge funds and large institutions have $49M invested in Insight Select Income Fund in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

9% more funds holding

Funds holding: 3538 (+3)

1% less capital invested

Capital invested by funds: $49.5M → $49M (-$499K)

Holders
38
Holders Change
+3
Holders Change %
+8.57%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
13
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$21.2M -$194K -9,824 -0.9%
Wells Fargo
2
Wells Fargo
California
$12.9M +$220K +11,152 +2%
MRCM
3
M&R Capital Management
New Jersey
$3.08M -$41.4K -2,100 -1%
Invesco
4
Invesco
Georgia
$2.35M +$14.2K +719 +0.6%
UBS Group
5
UBS Group
Switzerland
$1.64M +$33.2K +1,685 +2%
GC
6
Guggenheim Capital
Illinois
$1.21M -$14.1K -717 -1%
PMG
7
ProVise Management Group
Florida
$1.1M +$46.5K +2,355 +4%
WA
8
WealthTrust Axiom
Pennsylvania
$785K
UCI
9
Uncommon Cents Investing
Wisconsin
$697K +$5.92K +300 +0.8%
Morgan Stanley
10
Morgan Stanley
New York
$552K -$19.7K -998 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$542K +$612 +31 +0.1%
Bank of America
12
Bank of America
North Carolina
$420K +$18.8K +954 +5%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$398K +$405K +20,540 New
SMH
14
Sanders Morris Harris
Texas
$382K
LPL Financial
15
LPL Financial
California
$336K +$65.6K +3,326 +24%
Stifel Financial
16
Stifel Financial
Missouri
$262K -$3.95K -200 -1%
DAS
17
Dynamic Advisor Solutions
Arizona
$256K +$8.25K +418 +3%
PVWM
18
Point View Wealth Management
New Jersey
$209K +$212K +10,769 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$159K +$18K +910 +12%
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$114K +$9.87K +500 +9%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$73K -$6.14K -311 -8%
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$70K
US Bancorp
23
US Bancorp
Minnesota
$58K
ACS
24
Archford Capital Strategies
Illinois
$50K +$48.6K +2,463 New
Citigroup
25
Citigroup
New York
$41K

INSI Hedge Fund Activity: Q1 2018 in Review

38 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2018, worth a combined $49M — down 1% from $49.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INSI positions and 2 closed out — a net gain of 3 holders — while 13 added to existing stakes and 6 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $405K. The largest seller was Sit Investment Associates, cutting an estimated $194K.

  • 38 institutional investors held Insight Select Income Fund (INSI) as of Q1 2018, up from 35 in Q4 2017.
  • Funds reported $49M of Insight Select Income Fund stock for Q1 2018, down 1% quarter-over-quarter.
  • 5 funds opened new Insight Select Income Fund positions in Q1 2018 and 2 closed out, a net change of +3 holders.
  • The largest Insight Select Income Fund buyer in Q1 2018 was Susquehanna International Group, an estimated $405K added.
  • The largest Insight Select Income Fund seller in Q1 2018 was Sit Investment Associates, an estimated $194K sold.

Based on aggregated 13F filings for Q1 2018.