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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 $64.5M invested in Insight Select Income Fund in 2019 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 8 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 4

9% more funds holding

Funds holding: 3235 (+3)

2% more capital invested

Capital invested by funds: $63M → $64.5M (+$1.55M)

20% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 10

Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.77%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
8
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$18.8M +$748K +37,382 +4%
Wells Fargo
2
Wells Fargo
California
$17.1M -$6.98M -348,857 -30%
KIM
3
Karpus Investment Management
New York
$16.3M +$6.81M +340,642 +75%
MRCM
4
M&R Capital Management
New Jersey
$2.66M -$40K -2,000 -2%
Invesco
5
Invesco
Georgia
$2.38M -$154K -7,688 -6%
GC
6
Guggenheim Capital
Illinois
$1.18M +$63.3K +3,164 +6%
PMG
7
ProVise Management Group
Florida
$1.12M -$40.2K -2,009 -4%
WA
8
WealthTrust Axiom
Pennsylvania
$806K
UCI
9
Uncommon Cents Investing
Wisconsin
$698K
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$539K +$300 +15 +0.1%
SMH
11
Sanders Morris Harris
Texas
$404K
LCM
12
Landscape Capital Management
New Jersey
$318K -$30.3K -1,513 -9%
RJA
13
Raymond James & Associates
Florida
$310K -$3.36K -168 -1%
LPL Financial
14
LPL Financial
California
$283K
Morgan Stanley
15
Morgan Stanley
New York
$268K -$44.6K -2,229 -15%
SWP
16
Stratos Wealth Partners
Ohio
$235K +$229K +11,452 New
RJFSA
17
Raymond James Financial Services Advisors
Florida
$226K +$220K +11,018 New
UBS Group
18
UBS Group
Switzerland
$222K -$52.8K -2,640 -20%
AG
19
Advisor Group
Arizona
$177K -$4.2K -210 -2%
Bank of America
20
Bank of America
North Carolina
$148K +$55.7K +2,786 +63%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$102K +$23.6K +1,178 +31%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$84K +$12.5K +626 +18%
US Bancorp
23
US Bancorp
Minnesota
$72K +$660 +33 +0.9%
AF
24
Advisornet Financial
Minnesota
$40K +$38.9K +1,945 New
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$23K -$3.18K -159 -13%

INSI Hedge Fund Activity: Q3 2019 in Review

35 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2019, worth a combined $64.5M — up 2.5% from $63M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new INSI positions and 4 closed out — a net gain of 3 holders — while 8 added to existing stakes and 10 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $6.81M. The largest seller was Wells Fargo, cutting an estimated $6.98M.

  • 35 institutional investors held Insight Select Income Fund (INSI) as of Q3 2019, up from 32 in Q2 2019.
  • Funds reported $64.5M of Insight Select Income Fund stock for Q3 2019, up 2.5% quarter-over-quarter.
  • 7 funds opened new Insight Select Income Fund positions in Q3 2019 and 4 closed out, a net change of +3 holders.
  • The largest Insight Select Income Fund buyer in Q3 2019 was Karpus Investment Management, an estimated $6.81M added.
  • The largest Insight Select Income Fund seller in Q3 2019 was Wells Fargo, an estimated $6.98M sold.

Based on aggregated 13F filings for Q3 2019.