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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 $59.4M invested in Insight Select Income Fund in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $58.3M → $59.4M (+$1.12M)

3% less funds holding

Funds holding: 3433 (-1)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

42% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 12

Holders
33
Holders Change
-1
Holders Change %
-2.94%
% of All Funds
0.51%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
7
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$27.9M -$524K -24,172 -2%
Wells Fargo
2
Wells Fargo
California
$9.36M -$7.23M -333,353 -44%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$5.49M +$5.29M +244,171 New
Invesco
4
Invesco
Georgia
$2.88M -$105K -4,851 -4%
MRCM
5
M&R Capital Management
New Jersey
$2.15M -$170K -7,825 -8%
AUB
6
Atlantic Union Bankshares
Virginia
$1.85M +$181K +8,372 +11%
PMG
7
ProVise Management Group
Florida
$1.71M -$68.4K -3,155 -4%
GC
8
Guggenheim Capital
Illinois
$1.24M +$66.3K +3,060 +6%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$864K +$18.1K +837 +2%
WA
10
WealthTrust Axiom
Pennsylvania
$847K
UCI
11
Uncommon Cents Investing
Wisconsin
$688K -$41.7K -1,925 -6%
RJA
12
Raymond James & Associates
Florida
$561K +$71.5K +3,297 +15%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$492K -$37.5K -1,728 -7%
LPL Financial
14
LPL Financial
California
$445K -$17.9K -825 -4%
SMH
15
Sanders Morris Harris
Texas
$443K
WDG
16
Wealth Dimensions Group
Ohio
$432K -$1.45K -67 -0.3%
GCP
17
Gill Capital Partners
Colorado
$418K -$13.5K -621 -3%
Morgan Stanley
18
Morgan Stanley
New York
$397K -$23.8K -1,100 -6%
KIM
19
Karpus Investment Management
New York
$272K
UBS Group
20
UBS Group
Switzerland
$218K +$4.79K +221 +2%
SWP
21
Stratos Wealth Partners
Ohio
$200K -$14.5K -669 -7%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$118K +$34K +1,568 +43%
Osaic Holdings
23
Osaic Holdings
Arizona
$115K
Bank of America
24
Bank of America
North Carolina
$95K +$650 +30 +0.7%
US Bancorp
25
US Bancorp
Minnesota
$67K

INSI Hedge Fund Activity: Q4 2021 in Review

33 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2021, worth a combined $59.4M — up 1.9% from $58.3M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of INSI and 4 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 7 added.

The largest buyer was Atlantic Union Bankshares, adding an estimated $181K. The largest seller was Wells Fargo, cutting an estimated $7.23M.

  • 33 institutional investors held Insight Select Income Fund (INSI) as of Q4 2021, down from 34 in Q3 2021.
  • Funds reported $59.4M of Insight Select Income Fund stock for Q4 2021, up 1.9% quarter-over-quarter.
  • 4 funds opened new Insight Select Income Fund positions in Q4 2021 and 5 closed out, a net change of -1 holder.
  • The largest Insight Select Income Fund buyer in Q4 2021 was Atlantic Union Bankshares, an estimated $181K added.
  • The largest Insight Select Income Fund seller in Q4 2021 was Wells Fargo, an estimated $7.23M sold.

Based on aggregated 13F filings for Q4 2021.