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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 $55.9M invested in Insight Select Income Fund in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less capital invested

Capital invested by funds: $60.6M → $55.9M (-$4.79M)

9% less funds holding

Funds holding: 3532 (-3)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
32
Holders Change
-3
Holders Change %
-8.57%
% of All Funds
0.71%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
8
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$20.6M +$830K +41,342 +4%
Wells Fargo
2
Wells Fargo
California
$17.9M +$1.08M +53,789 +6%
KIM
3
Karpus Investment Management
New York
$4.59M -$8.29M -413,114 -64%
MRCM
4
M&R Capital Management
New Jersey
$2.56M
Invesco
5
Invesco
Georgia
$2.54M +$2.58M +128,591 New
PMG
6
ProVise Management Group
Florida
$1.25M +$62K +3,090 +5%
GC
7
Guggenheim Capital
Illinois
$1.14M -$39.5K -1,969 -3%
WA
8
WealthTrust Axiom
Pennsylvania
$775K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$691K +$420K +20,921 +149%
UCI
10
Uncommon Cents Investing
Wisconsin
$659K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$475K -$46.1K -2,295 -9%
GCP
12
Gill Capital Partners
Colorado
$455K +$462K +23,028 New
LPL Financial
13
LPL Financial
California
$402K +$128K +6,400 +46%
UBS Group
14
UBS Group
Switzerland
$268K -$18.4K -918 -6%
RJA
15
Raymond James & Associates
Florida
$256K -$34.7K -1,728 -12%
SWP
16
Stratos Wealth Partners
Ohio
$247K +$80 +4 +0%
Bank of America
17
Bank of America
North Carolina
$239K +$32.8K +1,636 +16%
Morgan Stanley
18
Morgan Stanley
New York
$207K -$43.1K -2,147 -17%
BS
19
Boenning & Scattergood
Pennsylvania
$202K +$205K +10,215 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$75K -$20.1K -1,000 -21%
US Bancorp
21
US Bancorp
Minnesota
$59K -$10.3K -512 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$53K +$53.5K +2,668 New
AWA
23
Arkadios Wealth Advisors
Georgia
$52.4K
APA
24
American Portfolios Advisors
New York
$51.3K
AF
25
Advisornet Financial
Minnesota
$38K

INSI Hedge Fund Activity: Q1 2020 in Review

32 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2020, worth a combined $55.9M — down 7.9% from $60.6M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of INSI and 4 opened new positions — a net loss of 1 holder — while 8 trimmed existing stakes and 7 added.

The largest buyer was Invesco, opening a new position worth an estimated $2.58M. The largest seller was Karpus Investment Management, cutting an estimated $8.29M.

  • 32 institutional investors held Insight Select Income Fund (INSI) as of Q1 2020, down from 35 in Q4 2019.
  • Funds reported $55.9M of Insight Select Income Fund stock for Q1 2020, down 7.9% quarter-over-quarter.
  • 4 funds opened new Insight Select Income Fund positions in Q1 2020 and 5 closed out, a net change of -1 holder.
  • The largest Insight Select Income Fund buyer in Q1 2020 was Invesco, an estimated $2.58M added.
  • The largest Insight Select Income Fund seller in Q1 2020 was Karpus Investment Management, an estimated $8.29M sold.

Based on aggregated 13F filings for Q1 2020.