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INSI

Insight Select Income Fund

Delisted

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

30 hedge funds and large institutions have $61.3M invested in Insight Select Income Fund in 2022 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $58.2M → $61.3M (+$3.08M)

0% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 10

14% less funds holding

Funds holding: 3530 (-5)

83% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 6

Holders
30
Holders Change
-5
Holders Change %
-14.29%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
10
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
$27.4M +$3.45M +214,537 +14%
1CP
2
1607 Capital Partners
Virginia
$17.1M +$2.1M +130,400 +13%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.91M +$1.07M +66,183 +26%
Wells Fargo
4
Wells Fargo
California
$1.7M -$208K -12,888 -10%
KIM
5
Karpus Investment Management
New York
$1.38M -$24.7K -1,531 -2%
AUB
6
Atlantic Union Bankshares
Virginia
$1.02M -$53.2K -3,304 -5%
WAM
7
Wolverine Asset Management
Illinois
$1.01M +$116K +7,212 +12%
GC
8
Guggenheim Capital
Illinois
$769K -$40K -2,484 -5%
MRCM
9
M&R Capital Management
New Jersey
$735K -$469K -29,100 -38%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$641K +$13.8K +859 +2%
WA
11
WealthTrust Axiom
Pennsylvania
$548K -$16.1K -1,000 -3%
PHS
12
Pekin Hardy Strauss
Illinois
$526K +$551K +34,233 New
UCI
13
Uncommon Cents Investing
Wisconsin
$489K
AA
14
AQR Arbitrage
Connecticut
$435K +$126K +7,801 +38%
LSC
15
Logan Stone Capital
Illinois
$399K +$38.3K +2,377 +10%
RJA
16
Raymond James & Associates
Florida
$353K +$16 +1 +0%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$323K -$7.73K -480 -2%
SMH
18
Sanders Morris Harris
Texas
$303K
WDG
19
Wealth Dimensions Group
Ohio
$285K
GCP
20
Gill Capital Partners
Colorado
$284K -$2.09K -130 -0.7%
Morgan Stanley
21
Morgan Stanley
New York
$216K -$80.9K -5,023 -26%
LPL Financial
22
LPL Financial
California
$164K +$10.3K +639 +6%
UBS Group
23
UBS Group
Switzerland
$82K -$70.4K -4,370 -45%
Osaic Holdings
24
Osaic Holdings
Arizona
$78K
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$56K

INSI Hedge Fund Activity: Q3 2022 in Review

30 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2022, worth a combined $61.3M — up 5.3% from $58.2M a quarter earlier.

Sellers outnumbered buyers: 6 funds closed out of INSI and 1 opened new positions — a net loss of 5 holders — while 10 trimmed existing stakes and 10 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.45M. The largest seller was M&R Capital Management, cutting an estimated $469K.

  • 30 institutional investors held Insight Select Income Fund (INSI) as of Q3 2022, down from 35 in Q2 2022.
  • Funds reported $61.3M of Insight Select Income Fund stock for Q3 2022, up 5.3% quarter-over-quarter.
  • 1 fund opened new Insight Select Income Fund positions in Q3 2022 and 6 closed out, a net change of -5 holders.
  • The largest Insight Select Income Fund buyer in Q3 2022 was Sit Investment Associates, an estimated $3.45M added.
  • The largest Insight Select Income Fund seller in Q3 2022 was M&R Capital Management, an estimated $469K sold.

Based on aggregated 13F filings for Q3 2022.