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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 $73.6M invested in Insight Select Income Fund in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 9 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

10% more capital invested

Capital invested by funds: $66.9M → $73.6M (+$6.73M)

6% more funds holding

Funds holding: 3133 (+2)

25% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 12

Holders
33
Holders Change
+2
Holders Change %
+6.45%
% of All Funds
0.53%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
9
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
$31.6M +$1.33M +84,415 +4%
1CP
2
1607 Capital Partners
Virginia
$20.7M -$270K -17,125 -1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.49M +$354K +22,407 +6%
KIM
4
Karpus Investment Management
New York
$4.78M +$612K +38,777 +15%
SIA
5
SeaBridge Investment Advisors
New Jersey
$1.99M +$1.98M +125,362 New
GC
6
Guggenheim Capital
Illinois
$820K +$29.6K +1,879 +4%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$669K +$505 +32 +0.1%
AUB
8
Atlantic Union Bankshares
Virginia
$643K -$30K -1,900 -4%
MRCM
9
M&R Capital Management
New Jersey
$580K -$15.8K -1,000 -3%
AA
10
AQR Arbitrage
Connecticut
$567K -$5.47K -347 -1%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$558K +$554K +35,142 New
WA
12
WealthTrust Axiom
Pennsylvania
$495K -$31.6K -2,000 -6%
Wells Fargo
13
Wells Fargo
California
$488K -$1.07M -67,584 -69%
UCI
14
Uncommon Cents Investing
Wisconsin
$474K -$31.6K -2,000 -6%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$421K +$418K +26,520 New
RJA
16
Raymond James & Associates
Florida
$346K -$19.2K -1,216 -5%
SMH
17
Sanders Morris Harris
Texas
$313K
GCP
18
Gill Capital Partners
Colorado
$251K -$994 -63 -0.4%
WDG
19
Wealth Dimensions Group
Ohio
$236K -$58.1K -3,681 -20%
Morgan Stanley
20
Morgan Stanley
New York
$231K +$23.7K +1,500 +12%
TPW
21
Transatlantique Private Wealth
New York
$216K +$215K +13,604 New
LPL Financial
22
LPL Financial
California
$202K +$32.4K +2,054 +19%
GHAM
23
Gilman Hill Asset Management
Connecticut
$193K +$33.4K +2,114 +21%
UBS Group
24
UBS Group
Switzerland
$144K -$30.4K -1,926 -17%
Osaic Holdings
25
Osaic Holdings
Arizona
$83.5K

INSI Hedge Fund Activity: Q1 2023 in Review

33 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q1 2023, worth a combined $73.6M — up 10% from $66.9M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INSI positions and 3 closed out — a net gain of 2 holders — while 9 added to existing stakes and 12 trimmed.

The largest buyer was SeaBridge Investment Advisors, opening a new position worth an estimated $1.98M. The largest seller was Wells Fargo, cutting an estimated $1.07M.

  • 33 institutional investors held Insight Select Income Fund (INSI) as of Q1 2023, up from 31 in Q4 2022.
  • Funds reported $73.6M of Insight Select Income Fund stock for Q1 2023, up 10% quarter-over-quarter.
  • 5 funds opened new Insight Select Income Fund positions in Q1 2023 and 3 closed out, a net change of +2 holders.
  • The largest Insight Select Income Fund buyer in Q1 2023 was SeaBridge Investment Advisors, an estimated $1.98M added.
  • The largest Insight Select Income Fund seller in Q1 2023 was Wells Fargo, an estimated $1.07M sold.

Based on aggregated 13F filings for Q1 2023.