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INSI

Insight Select Income Fund

Delisted

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

32 hedge funds and large institutions have $63M invested in Insight Select Income Fund in 2019 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $60.3M → $63M (+$2.65M)

3% less funds holding

Funds holding: 3332 (-1)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
32
Holders Change
-1
Holders Change %
-3.03%
% of All Funds
0.7%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
10
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
1
Wells Fargo
California
$23.8M -$20.7K -1,083 -0.1%
SIA
2
Sit Investment Associates
Minnesota
$17.7M +$553K +28,986 +3%
KIM
3
Karpus Investment Management
New York
$9.15M -$774K -40,564 -8%
MRCM
4
M&R Capital Management
New Jersey
$2.65M -$53.4K -2,800 -2%
Invesco
5
Invesco
Georgia
$2.49M +$124K +6,521 +6%
PMG
6
ProVise Management Group
Florida
$1.14M -$20K -1,050 -2%
GC
7
Guggenheim Capital
Illinois
$1.1M +$4.5K +236 +0.4%
WA
8
WealthTrust Axiom
Pennsylvania
$792K -$22.9K -1,200 -3%
UCI
9
Uncommon Cents Investing
Wisconsin
$686K -$15.8K -830 -2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$530K +$7.61K +399 +2%
SMH
11
Sanders Morris Harris
Texas
$397K
LCM
12
Landscape Capital Management
New Jersey
$343K -$199K -10,407 -38%
RJA
13
Raymond James & Associates
Florida
$308K -$897 -47 -0.3%
Morgan Stanley
14
Morgan Stanley
New York
$308K +$39.9K +2,091 +16%
LPL Financial
15
LPL Financial
California
$278K -$16.5K -866 -6%
UBS Group
16
UBS Group
Switzerland
$272K +$29.8K +1,562 +13%
BS
17
Boenning & Scattergood
Pennsylvania
$210K +$1.03K +54 +0.5%
PVWM
18
Point View Wealth Management
New Jersey
$205K
AG
19
Advisor Group
Arizona
$178K +$155K +8,148 +1,148%
Bank of America
20
Bank of America
North Carolina
$89K +$267 +14 +0.3%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$77K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$70K -$6.68K -350 -9%
US Bancorp
23
US Bancorp
Minnesota
$70K +$9.54K +500 +17%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$25K -$29.5K -1,545 -55%
CL
25
CSS LLC
Illinois
$18K +$17.2K +900 New

INSI Hedge Fund Activity: Q2 2019 in Review

32 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q2 2019, worth a combined $63M — up 4.4% from $60.3M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of INSI and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 10 added.

The largest buyer was Sit Investment Associates, adding an estimated $553K. The largest seller was Karpus Investment Management, cutting an estimated $774K.

  • 32 institutional investors held Insight Select Income Fund (INSI) as of Q2 2019, down from 33 in Q1 2019.
  • Funds reported $63M of Insight Select Income Fund stock for Q2 2019, up 4.4% quarter-over-quarter.
  • 2 funds opened new Insight Select Income Fund positions in Q2 2019 and 3 closed out, a net change of -1 holder.
  • The largest Insight Select Income Fund buyer in Q2 2019 was Sit Investment Associates, an estimated $553K added.
  • The largest Insight Select Income Fund seller in Q2 2019 was Karpus Investment Management, an estimated $774K sold.

Based on aggregated 13F filings for Q2 2019.