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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 $58M invested in Insight Select Income Fund in 2020 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more capital invested

Capital invested by funds: $57.6M → $58M (+$477K)

11% less funds holding

Funds holding: 3632 (-4)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

57% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 7

Holders
32
Holders Change
-4
Holders Change %
-11.11%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
8
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$22.3M -$295K -14,283 -1%
Wells Fargo
2
Wells Fargo
California
$16.2M -$1M -48,606 -6%
KIM
3
Karpus Investment Management
New York
$7.01M +$344K +16,673 +5%
MRCM
4
M&R Capital Management
New Jersey
$2.38M -$4.13K -200 -0.2%
Invesco
5
Invesco
Georgia
$1.99M -$202K -9,775 -9%
PMG
6
ProVise Management Group
Florida
$1.56M +$278K +13,452 +21%
GC
7
Guggenheim Capital
Illinois
$968K -$75.1K -3,640 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$747K +$33.7K +1,635 +5%
WA
9
WealthTrust Axiom
Pennsylvania
$722K -$41.3K -2,000 -5%
UCI
10
Uncommon Cents Investing
Wisconsin
$679K -$20.6K -1,000 -3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$515K -$1.49K -72 -0.3%
GCP
12
Gill Capital Partners
Colorado
$455K +$21 +1 +0%
SMH
13
Sanders Morris Harris
Texas
$400K
LPL Financial
14
LPL Financial
California
$384K -$28.6K -1,387 -7%
Morgan Stanley
15
Morgan Stanley
New York
$285K +$96.9K +4,693 +50%
UBS Group
16
UBS Group
Switzerland
$280K +$40.6K +1,967 +17%
RJA
17
Raymond James & Associates
Florida
$242K -$21.6K -1,049 -8%
AUB
18
Atlantic Union Bankshares
Virginia
$224K +$228K +11,050 New
BS
19
Boenning & Scattergood
Pennsylvania
$209K +$1.9K +92 +0.9%
Osaic Holdings
20
Osaic Holdings
Arizona
$114K +$55.6K +2,694 +90%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$77K
APA
22
American Portfolios Advisors
New York
$62.7K
US Bancorp
23
US Bancorp
Minnesota
$61K
Bank of America
24
Bank of America
North Carolina
$57K -$82.7K -4,007 -59%
AF
25
Advisornet Financial
Minnesota
$39K

INSI Hedge Fund Activity: Q3 2020 in Review

32 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2020, worth a combined $58M — up 0.83% from $57.6M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of INSI and 3 opened new positions — a net loss of 4 holders — while 12 trimmed existing stakes and 8 added.

The largest buyer was Karpus Investment Management, adding an estimated $344K. The largest seller was Wells Fargo, cutting an estimated $1M.

  • 32 institutional investors held Insight Select Income Fund (INSI) as of Q3 2020, down from 36 in Q2 2020.
  • Funds reported $58M of Insight Select Income Fund stock for Q3 2020, up 0.83% quarter-over-quarter.
  • 3 funds opened new Insight Select Income Fund positions in Q3 2020 and 7 closed out, a net change of -4 holders.
  • The largest Insight Select Income Fund buyer in Q3 2020 was Karpus Investment Management, an estimated $344K added.
  • The largest Insight Select Income Fund seller in Q3 2020 was Wells Fargo, an estimated $1M sold.

Based on aggregated 13F filings for Q3 2020.