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INSI

Insight Select Income Fund

Delisted

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

34 hedge funds and large institutions have $58.3M invested in Insight Select Income Fund in 2021 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

3% more funds holding

Funds holding: 3334 (+1)

6% less capital invested

Capital invested by funds: $61.8M → $58.3M (-$3.55M)

33% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 12

Holders
34
Holders Change
+1
Holders Change %
+3.03%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
8
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$26.6M +$242K +11,150 +0.9%
Wells Fargo
2
Wells Fargo
California
$15.7M -$1.69M -77,914 -9%
Invesco
3
Invesco
Georgia
$2.79M -$29.8K -1,376 -1%
MRCM
4
M&R Capital Management
New Jersey
$2.17M -$152K -7,020 -6%
PMG
5
ProVise Management Group
Florida
$1.66M -$248K -11,445 -13%
AUB
6
Atlantic Union Bankshares
Virginia
$1.55M +$162K +7,452 +11%
GC
7
Guggenheim Capital
Illinois
$1.1M +$24.5K +1,128 +2%
WA
8
WealthTrust Axiom
Pennsylvania
$790K
RJFSA
9
Raymond James Financial Services Advisors
Florida
$789K +$41.2K +1,900 +5%
UCI
10
Uncommon Cents Investing
Wisconsin
$683K -$11.3K -520 -2%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$496K +$43 +2 +0%
RJA
12
Raymond James & Associates
Florida
$455K +$122K +5,643 +35%
LPL Financial
13
LPL Financial
California
$433K +$51.1K +2,357 +13%
SMH
14
Sanders Morris Harris
Texas
$414K
WDG
15
Wealth Dimensions Group
Ohio
$405K
GCP
16
Gill Capital Partners
Colorado
$404K
Morgan Stanley
17
Morgan Stanley
New York
$394K -$11.2K -516 -3%
KIM
18
Karpus Investment Management
New York
$254K +$262K +12,100 New
SWP
19
Stratos Wealth Partners
Ohio
$201K -$7.22K -333 -3%
UBS Group
20
UBS Group
Switzerland
$200K -$109K -5,005 -35%
AWA
21
Arkadios Wealth Advisors
Georgia
$174K -$9.85K -454 -5%
WAM
22
Wolverine Asset Management
Illinois
$135K -$140K -6,444 -50%
Osaic Holdings
23
Osaic Holdings
Arizona
$107K +$3.08K +142 +3%
Bank of America
24
Bank of America
North Carolina
$88K -$22 -1 -0%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$77K -$6.88K -317 -8%

INSI Hedge Fund Activity: Q3 2021 in Review

34 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2021, worth a combined $58.3M — down 5.7% from $61.8M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new INSI positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 12 trimmed.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $262K. The largest seller was Wells Fargo, cutting an estimated $1.69M.

  • 34 institutional investors held Insight Select Income Fund (INSI) as of Q3 2021, up from 33 in Q2 2021.
  • Funds reported $58.3M of Insight Select Income Fund stock for Q3 2021, down 5.7% quarter-over-quarter.
  • 4 funds opened new Insight Select Income Fund positions in Q3 2021 and 3 closed out, a net change of +1 holder.
  • The largest Insight Select Income Fund buyer in Q3 2021 was Karpus Investment Management, an estimated $262K added.
  • The largest Insight Select Income Fund seller in Q3 2021 was Wells Fargo, an estimated $1.69M sold.

Based on aggregated 13F filings for Q3 2021.