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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 $53.5M invested in Insight Select Income Fund in 2018 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $52.4M → $53.5M (+$1.15M)

5% less funds holding

Funds holding: 4240 (-2)

18% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 11

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
9
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$18.4M +$1.31M +70,491 +8%
SIA
2
Sit Investment Associates
Minnesota
$14M -$83.9K -4,500 -0.6%
KIM
3
Karpus Investment Management
New York
$7.78M +$246K +13,200 +3%
MRCM
4
M&R Capital Management
New Jersey
$2.87M -$61.9K -3,317 -2%
Invesco
5
Invesco
Georgia
$2.26M +$546K +29,267 +32%
GC
6
Guggenheim Capital
Illinois
$1.23M +$30.6K +1,642 +3%
PMG
7
ProVise Management Group
Florida
$1.11M -$8.91K -478 -0.8%
WA
8
WealthTrust Axiom
Pennsylvania
$755K
UCI
9
Uncommon Cents Investing
Wisconsin
$670K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$518K +$280 +15 +0.1%
Morgan Stanley
11
Morgan Stanley
New York
$419K -$98K -5,252 -19%
SMH
12
Sanders Morris Harris
Texas
$368K
LPL Financial
13
LPL Financial
California
$328K +$1.92K +103 +0.6%
Bank of America
14
Bank of America
North Carolina
$325K -$42.2K -2,260 -11%
RJA
15
Raymond James & Associates
Florida
$308K -$45.3K -2,431 -13%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$260K -$189K -10,114 -42%
UBS Group
17
UBS Group
Switzerland
$258K +$18.8K +1,010 +8%
DAS
18
Dynamic Advisor Solutions
Arizona
$214K -$12.5K -670 -6%
LCM
19
Landscape Capital Management
New Jersey
$197K -$184K -9,857 -48%
BS
20
Boenning & Scattergood
Pennsylvania
$190K -$25.1K -1,345 -12%
PVWM
21
Point View Wealth Management
New Jersey
$190K
GHAM
22
Gilman Hill Asset Management
Connecticut
$186K
WAM
23
Wolverine Asset Management
Illinois
$166K -$94.2K -5,051 -36%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$154K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$70K

INSI Hedge Fund Activity: Q3 2018 in Review

40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2018, worth a combined $53.5M — up 2.2% from $52.4M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of INSI and 3 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 9 added.

The largest buyer was Wells Fargo, adding an estimated $1.31M. The largest seller was Doliver Advisors, exiting entirely with an estimated $425K sold.

  • 40 institutional investors held Insight Select Income Fund (INSI) as of Q3 2018, down from 42 in Q2 2018.
  • Funds reported $53.5M of Insight Select Income Fund stock for Q3 2018, up 2.2% quarter-over-quarter.
  • 3 funds opened new Insight Select Income Fund positions in Q3 2018 and 5 closed out, a net change of -2 holders.
  • The largest Insight Select Income Fund buyer in Q3 2018 was Wells Fargo, an estimated $1.31M added.
  • The largest Insight Select Income Fund seller in Q3 2018 was Doliver Advisors, an estimated $425K sold.

Based on aggregated 13F filings for Q3 2018.