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INSI

Insight Select Income Fund

Delisted

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

33 hedge funds and large institutions have $55.7M invested in Insight Select Income Fund in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% less funds holding

Funds holding: 3633 (-3)

10% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 10

12% less capital invested

Capital invested by funds: $63.4M → $55.7M (-$7.76M)

33% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 6

Holders
33
Holders Change
-3
Holders Change %
-8.33%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
9
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$24.5M +$2.58M +123,545 +11%
Wells Fargo
2
Wells Fargo
California
$16M +$143K +6,840 +0.9%
MRCM
3
M&R Capital Management
New Jersey
$2.3M -$91.9K -4,400 -4%
Invesco
4
Invesco
Georgia
$2.11M +$69.7K +3,338 +3%
PMG
5
ProVise Management Group
Florida
$1.87M +$14.2K +680 +0.7%
AUB
6
Atlantic Union Bankshares
Virginia
$1.16M +$1.18M +56,593 New
GC
7
Guggenheim Capital
Illinois
$895K -$88.3K -4,230 -9%
KIM
8
Karpus Investment Management
New York
$790K -$5.24M -250,880 -87%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$774K +$459 +22 +0.1%
WA
10
WealthTrust Axiom
Pennsylvania
$770K
UCI
11
Uncommon Cents Investing
Wisconsin
$676K -$6.26K -300 -0.9%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$490K -$4.16K -199 -0.8%
GCP
13
Gill Capital Partners
Colorado
$447K +$10.4K +500 +2%
SMH
14
Sanders Morris Harris
Texas
$404K
WDG
15
Wealth Dimensions Group
Ohio
$394K
LPL Financial
16
LPL Financial
California
$380K
Morgan Stanley
17
Morgan Stanley
New York
$348K +$42.6K +2,040 +14%
RJA
18
Raymond James & Associates
Florida
$276K -$3.11K -149 -1%
UBS Group
19
UBS Group
Switzerland
$268K -$16.6K -797 -6%
SWP
20
Stratos Wealth Partners
Ohio
$202K +$206K +9,885 New
Osaic Holdings
21
Osaic Holdings
Arizona
$106K -$5.47K -262 -5%
Bank of America
22
Bank of America
North Carolina
$86K +$34.4K +1,649 +65%
WAM
23
Wolverine Asset Management
Illinois
$83K +$85.6K +4,100 New
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$81K +$3.57K +171 +4%
US Bancorp
25
US Bancorp
Minnesota
$61K

INSI Hedge Fund Activity: Q1 2021 in Review

33 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2021, worth a combined $55.7M — down 12% from $63.4M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of INSI and 4 opened new positions — a net loss of 2 holders — while 10 trimmed existing stakes and 9 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.58M. The largest seller was Karpus Investment Management, cutting an estimated $5.24M.

  • 33 institutional investors held Insight Select Income Fund (INSI) as of Q1 2021, down from 36 in Q4 2020.
  • Funds reported $55.7M of Insight Select Income Fund stock for Q1 2021, down 12% quarter-over-quarter.
  • 4 funds opened new Insight Select Income Fund positions in Q1 2021 and 6 closed out, a net change of -2 holders.
  • The largest Insight Select Income Fund buyer in Q1 2021 was Sit Investment Associates, an estimated $2.58M added.
  • The largest Insight Select Income Fund seller in Q1 2021 was Karpus Investment Management, an estimated $5.24M sold.

Based on aggregated 13F filings for Q1 2021.