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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 $61.8M invested in Insight Select Income Fund in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

11% more capital invested

Capital invested by funds: $55.7M → $61.8M (+$6.19M)

0% more funds holding

Funds holding: 3333 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

Holders
33
Holders Change
Holders Change %
0%
% of All Funds
0.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
12
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.2M +$1.15M +56,086 +5%
Wells Fargo
2
Wells Fargo
California
$17.9M +$914K +44,412 +6%
Invesco
3
Invesco
Georgia
$2.91M +$639K +31,046 +30%
MRCM
4
M&R Capital Management
New Jersey
$2.4M -$41.2K -2,000 -2%
PMG
5
ProVise Management Group
Florida
$1.96M -$20.8K -1,010 -1%
AUB
6
Atlantic Union Bankshares
Virginia
$1.44M +$201K +9,743 +17%
GC
7
Guggenheim Capital
Illinois
$1.11M +$152K +7,391 +17%
WA
8
WealthTrust Axiom
Pennsylvania
$816K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$773K -$44.5K -2,162 -6%
UCI
10
Uncommon Cents Investing
Wisconsin
$717K
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$512K -$6.61K -321 -1%
SMH
12
Sanders Morris Harris
Texas
$427K
WDG
13
Wealth Dimensions Group
Ohio
$418K
Morgan Stanley
14
Morgan Stanley
New York
$418K +$46.2K +2,247 +13%
GCP
15
Gill Capital Partners
Colorado
$417K -$53.8K -2,616 -12%
LPL Financial
16
LPL Financial
California
$396K -$5.87K -285 -2%
RJA
17
Raymond James & Associates
Florida
$347K +$52K +2,525 +19%
UBS Group
18
UBS Group
Switzerland
$314K +$28.4K +1,379 +11%
WAM
19
Wolverine Asset Management
Illinois
$279K +$181K +8,797 +215%
SFS
20
Shaker Financial Services
Virginia
$238K +$226K +11,000 New
SWP
21
Stratos Wealth Partners
Ohio
$215K +$761 +37 +0.4%
AWA
22
Arkadios Wealth Advisors
Georgia
$189K +$120K +5,821 +199%
Osaic Holdings
23
Osaic Holdings
Arizona
$107K -$4.82K -234 -5%
Bank of America
24
Bank of America
North Carolina
$91K +$556 +27 +0.6%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$86K

INSI Hedge Fund Activity: Q2 2021 in Review

33 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q2 2021, worth a combined $61.8M — up 11% from $55.7M a quarter earlier.

Fund positioning in INSI was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 12 added to existing stakes and 7 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $1.15M. The largest seller was Karpus Investment Management, exiting entirely with an estimated $790K sold.

  • 33 institutional investors held Insight Select Income Fund (INSI) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $61.8M of Insight Select Income Fund stock for Q2 2021, up 11% quarter-over-quarter.
  • 3 funds opened new Insight Select Income Fund positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Insight Select Income Fund buyer in Q2 2021 was Sit Investment Associates, an estimated $1.15M added.
  • The largest Insight Select Income Fund seller in Q2 2021 was Karpus Investment Management, an estimated $790K sold.

Based on aggregated 13F filings for Q2 2021.