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INSI

Insight Select Income Fund

Delisted

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

36 hedge funds and large institutions have $57.6M invested in Insight Select Income Fund in 2020 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 2

13% more funds holding

Funds holding: 3236 (+4)

3% more capital invested

Capital invested by funds: $55.9M → $57.6M (+$1.71M)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
11
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$22M +$1.45M +75,206 +7%
Wells Fargo
2
Wells Fargo
California
$16.7M -$1.15M -59,606 -7%
KIM
3
Karpus Investment Management
New York
$6.48M +$1.87M +97,384 +42%
MRCM
4
M&R Capital Management
New Jersey
$2.32M -$226K -11,773 -9%
Invesco
5
Invesco
Georgia
$2.12M -$396K -20,584 -16%
PMG
6
ProVise Management Group
Florida
$1.25M +$5.48K +285 +0.5%
GC
7
Guggenheim Capital
Illinois
$1.01M -$116K -6,023 -10%
WA
8
WealthTrust Axiom
Pennsylvania
$740K -$30.7K -1,600 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$694K +$5.76K +300 +0.9%
UCI
10
Uncommon Cents Investing
Wisconsin
$679K +$23K +1,195 +4%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$501K +$27.7K +1,444 +6%
GCP
12
Gill Capital Partners
Colorado
$442K -$10.5K -546 -2%
LPL Financial
13
LPL Financial
California
$400K -$38 -2 -0%
SMH
14
Sanders Morris Harris
Texas
$388K
SWP
15
Stratos Wealth Partners
Ohio
$311K +$64.3K +3,347 +27%
RJA
16
Raymond James & Associates
Florida
$256K +$346 +18 +0.1%
UBS Group
17
UBS Group
Switzerland
$233K -$33.3K -1,731 -13%
BS
18
Boenning & Scattergood
Pennsylvania
$201K
Morgan Stanley
19
Morgan Stanley
New York
$184K -$21.6K -1,122 -11%
Bank of America
20
Bank of America
North Carolina
$134K -$102K -5,283 -44%
BlackRock
21
BlackRock
New York
$82K +$79.7K +4,149 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$75K
CAN
23
Cetera Advisor Networks
California
$72K +$70.1K +3,650 New
APA
24
American Portfolios Advisors
New York
$60.9K +$9.57K +498 +19%
US Bancorp
25
US Bancorp
Minnesota
$59K -$404 -21 -0.7%

INSI Hedge Fund Activity: Q2 2020 in Review

36 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q2 2020, worth a combined $57.6M — up 3.1% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INSI positions and 2 closed out — a net gain of 4 holders — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $1.87M. The largest seller was Wells Fargo, cutting an estimated $1.15M.

  • 36 institutional investors held Insight Select Income Fund (INSI) as of Q2 2020, up from 32 in Q1 2020.
  • Funds reported $57.6M of Insight Select Income Fund stock for Q2 2020, up 3.1% quarter-over-quarter.
  • 6 funds opened new Insight Select Income Fund positions in Q2 2020 and 2 closed out, a net change of +4 holders.
  • The largest Insight Select Income Fund buyer in Q2 2020 was Karpus Investment Management, an estimated $1.87M added.
  • The largest Insight Select Income Fund seller in Q2 2020 was Wells Fargo, an estimated $1.15M sold.

Based on aggregated 13F filings for Q2 2020.