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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 $60.6M invested in Insight Select Income Fund in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 9

0% more funds holding

Funds holding: 3535 (0)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

6% less capital invested

Capital invested by funds: $64.5M → $60.6M (-$3.89M)

Holders
35
Holders Change
Holders Change %
0%
% of All Funds
0.69%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
11
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$20.1M +$1.69M +83,709 +9%
Wells Fargo
2
Wells Fargo
California
$17.1M +$451K +22,340 +3%
KIM
3
Karpus Investment Management
New York
$12.9M -$3.02M -149,550 -19%
MRCM
4
M&R Capital Management
New Jersey
$2.6M
PMG
5
ProVise Management Group
Florida
$1.21M +$113K +5,590 +10%
GC
6
Guggenheim Capital
Illinois
$1.19M +$38.4K +1,905 +3%
WA
7
WealthTrust Axiom
Pennsylvania
$787K -$1.01K -50 -0.1%
UCI
8
Uncommon Cents Investing
Wisconsin
$668K -$14.1K -700 -2%
SFS
9
Shaker Financial Services
Virginia
$658K +$663K +32,831 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$528K +$969 +48 +0.2%
SMH
11
Sanders Morris Harris
Texas
$379K
RJA
12
Raymond James & Associates
Florida
$295K -$7.95K -394 -3%
UBS Group
13
UBS Group
Switzerland
$291K +$73.7K +3,650 +34%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$282K +$61.8K +3,060 +28%
LPL Financial
15
LPL Financial
California
$280K +$3.33K +165 +1%
Morgan Stanley
16
Morgan Stanley
New York
$253K -$8.6K -426 -3%
SWP
17
Stratos Wealth Partners
Ohio
$250K +$20.8K +1,032 +9%
Bank of America
18
Bank of America
North Carolina
$209K +$65.7K +3,255 +45%
AG
19
Advisor Group
Arizona
$208K +$35.4K +1,752 +20%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$96K -$3.59K -178 -4%
US Bancorp
21
US Bancorp
Minnesota
$71K
AWA
22
Arkadios Wealth Advisors
Georgia
$54.7K +$53.5K +2,653 New
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$53K -$29.1K -1,444 -35%
APA
24
American Portfolios Advisors
New York
$52.1K +$52.5K +2,600 New
AF
25
Advisornet Financial
Minnesota
$39K

INSI Hedge Fund Activity: Q4 2019 in Review

35 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2019, worth a combined $60.6M — down 6% from $64.5M a quarter earlier.

Fund positioning in INSI was balanced in Q4 2019: 4 funds opened new positions, 4 closed out, 11 added to existing stakes and 9 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.69M. The largest seller was Karpus Investment Management, cutting an estimated $3.02M.

  • 35 institutional investors held Insight Select Income Fund (INSI) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $60.6M of Insight Select Income Fund stock for Q4 2019, down 6% quarter-over-quarter.
  • 4 funds opened new Insight Select Income Fund positions in Q4 2019 and 4 closed out, a net change of 0 holders.
  • The largest Insight Select Income Fund buyer in Q4 2019 was Sit Investment Associates, an estimated $1.69M added.
  • The largest Insight Select Income Fund seller in Q4 2019 was Karpus Investment Management, an estimated $3.02M sold.

Based on aggregated 13F filings for Q4 2019.