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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 $63.4M invested in Insight Select Income Fund in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 4

13% more funds holding

Funds holding: 3236 (+4)

9% more capital invested

Capital invested by funds: $58M → $63.4M (+$5.38M)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

Holders
36
Holders Change
+4
Holders Change %
+12.5%
% of All Funds
0.64%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
9
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
$23M -$605K -28,949 -3%
Wells Fargo
2
Wells Fargo
California
$16.6M -$516K -24,685 -3%
KIM
3
Karpus Investment Management
New York
$6.18M -$1.19M -56,921 -16%
KAS
4
Kestra Advisory Services
Texas
$3.85M +$3.79M +181,290 New
MRCM
5
M&R Capital Management
New Jersey
$2.5M -$12.5K -600 -0.5%
Invesco
6
Invesco
Georgia
$2.13M +$36.4K +1,741 +2%
PMG
7
ProVise Management Group
Florida
$1.94M +$292K +13,971 +18%
GC
8
Guggenheim Capital
Illinois
$1.02M +$3.24K +155 +0.3%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$808K +$18.9K +905 +2%
WA
10
WealthTrust Axiom
Pennsylvania
$805K +$41.8K +2,000 +6%
UCI
11
Uncommon Cents Investing
Wisconsin
$713K -$3.66K -175 -0.5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$516K -$27.1K -1,297 -5%
GCP
13
Gill Capital Partners
Colorado
$456K -$23.5K -1,126 -5%
SMH
14
Sanders Morris Harris
Texas
$421K
WDG
15
Wealth Dimensions Group
Ohio
$412K +$403K +19,280 New
LPL Financial
16
LPL Financial
California
$397K -$8.49K -406 -2%
Morgan Stanley
17
Morgan Stanley
New York
$320K +$19.3K +924 +7%
UBS Group
18
UBS Group
Switzerland
$298K +$2.07K +99 +0.7%
RJA
19
Raymond James & Associates
Florida
$292K +$35.3K +1,690 +14%
BS
20
Boenning & Scattergood
Pennsylvania
$229K +$8.76K +419 +4%
Osaic Holdings
21
Osaic Holdings
Arizona
$115K -$4.89K -234 -4%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$81K
APA
23
American Portfolios Advisors
New York
$66.2K
US Bancorp
24
US Bancorp
Minnesota
$64K
AWA
25
Arkadios Wealth Advisors
Georgia
$63K +$62.1K +2,971 New

INSI Hedge Fund Activity: Q4 2020 in Review

36 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2020, worth a combined $63.4M — up 9.3% from $58M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INSI positions and 4 closed out — a net gain of 4 holders — while 9 added to existing stakes and 10 trimmed.

The largest buyer was Kestra Advisory Services, opening a new position worth an estimated $3.79M. The largest seller was Karpus Investment Management, cutting an estimated $1.19M.

  • 36 institutional investors held Insight Select Income Fund (INSI) as of Q4 2020, up from 32 in Q3 2020.
  • Funds reported $63.4M of Insight Select Income Fund stock for Q4 2020, up 9.3% quarter-over-quarter.
  • 8 funds opened new Insight Select Income Fund positions in Q4 2020 and 4 closed out, a net change of +4 holders.
  • The largest Insight Select Income Fund buyer in Q4 2020 was Kestra Advisory Services, an estimated $3.79M added.
  • The largest Insight Select Income Fund seller in Q4 2020 was Karpus Investment Management, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2020.