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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 $55.6M invested in Insight Select Income Fund in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 8 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $53.5M → $55.6M (+$2.1M)

5% less funds holding

Funds holding: 4038 (-2)

38% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 13

50% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 4

Holders
38
Holders Change
-2
Holders Change %
-5%
% of All Funds
0.85%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
8
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$20.3M +$3.12M +175,015 +18%
SIA
2
Sit Investment Associates
Minnesota
$14.1M +$1.07M +60,353 +8%
KIM
3
Karpus Investment Management
New York
$9.22M +$1.99M +111,546 +27%
MRCM
4
M&R Capital Management
New Jersey
$2.39M -$299K -16,800 -11%
Invesco
5
Invesco
Georgia
$1.89M -$228K -12,825 -11%
PMG
6
ProVise Management Group
Florida
$943K -$101K -5,655 -9%
GC
7
Guggenheim Capital
Illinois
$829K -$332K -18,661 -28%
WA
8
WealthTrust Axiom
Pennsylvania
$706K
UCI
9
Uncommon Cents Investing
Wisconsin
$608K -$19.4K -1,090 -3%
GCP
10
Gill Capital Partners
Colorado
$580K +$511K +28,710 New
LCM
11
Landscape Capital Management
New Jersey
$475K +$297K +16,658 +157%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$462K -$22.7K -1,275 -5%
SMH
13
Sanders Morris Harris
Texas
$344K
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$299K +$57.3K +3,218 +23%
Morgan Stanley
15
Morgan Stanley
New York
$269K -$125K -7,047 -31%
RJA
16
Raymond James & Associates
Florida
$267K -$21.4K -1,200 -7%
UBS Group
17
UBS Group
Switzerland
$263K +$21.8K +1,226 +9%
LPL Financial
18
LPL Financial
California
$262K -$45.5K -2,556 -15%
WAM
19
Wolverine Asset Management
Illinois
$254K +$101K +5,654 +63%
Bank of America
20
Bank of America
North Carolina
$236K -$69.3K -3,893 -22%
DAS
21
Dynamic Advisor Solutions
Arizona
$199K -$6.96K -391 -3%
BS
22
Boenning & Scattergood
Pennsylvania
$180K +$1.99K +112 +1%
PVWM
23
Point View Wealth Management
New Jersey
$178K
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$110K -$35.6K -2,000 -24%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$66K

INSI Hedge Fund Activity: Q4 2018 in Review

38 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2018, worth a combined $55.6M — up 3.9% from $53.5M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of INSI and 2 opened new positions — a net loss of 2 holders — while 13 trimmed existing stakes and 8 added.

The largest buyer was Wells Fargo, adding an estimated $3.12M. The largest seller was Guggenheim Capital, cutting an estimated $332K.

  • 38 institutional investors held Insight Select Income Fund (INSI) as of Q4 2018, down from 40 in Q3 2018.
  • Funds reported $55.6M of Insight Select Income Fund stock for Q4 2018, up 3.9% quarter-over-quarter.
  • 2 funds opened new Insight Select Income Fund positions in Q4 2018 and 4 closed out, a net change of -2 holders.
  • The largest Insight Select Income Fund buyer in Q4 2018 was Wells Fargo, an estimated $3.12M added.
  • The largest Insight Select Income Fund seller in Q4 2018 was Guggenheim Capital, an estimated $332K sold.

Based on aggregated 13F filings for Q4 2018.