We are live on ! Find out more
INSI

Insight Select Income Fund

Delisted

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

31 hedge funds and large institutions have $76.7M invested in Insight Select Income Fund in 2023 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

4% more capital invested

Capital invested by funds: $73.6M → $76.7M (+$3.06M)

6% less funds holding

Funds holding: 3331 (-2)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
31
Holders Change
-2
Holders Change %
-6.06%
% of All Funds
0.49%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
14
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$32.2M +$1.04M +66,344 +3%
1CP
2
1607 Capital Partners
Virginia
$20.4M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.37M +$986K +62,695 +15%
KIM
4
Karpus Investment Management
New York
$5.02M +$311K +19,751 +7%
SIA
5
SeaBridge Investment Advisors
New Jersey
$2.07M +$111K +7,053 +6%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$1.7M +$1.16M +73,624 +210%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$862K +$450K +28,602 +108%
GC
8
Guggenheim Capital
Illinois
$846K +$38.6K +2,456 +5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$660K +$1.12K +71 +0.2%
AUB
10
Atlantic Union Bankshares
Virginia
$640K +$6.29K +400 +1%
AA
11
AQR Arbitrage
Connecticut
$571K +$13.2K +836 +2%
MRCM
12
M&R Capital Management
New Jersey
$571K -$393 -25 -0.1%
Wells Fargo
13
Wells Fargo
California
$489K +$7.87K +500 +2%
WA
14
WealthTrust Axiom
Pennsylvania
$488K
UCI
15
Uncommon Cents Investing
Wisconsin
$467K
RJA
16
Raymond James & Associates
Florida
$339K -$1.89K -120 -0.6%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$327K
SMH
18
Sanders Morris Harris
Texas
$309K
GCP
19
Gill Capital Partners
Colorado
$247K
TPW
20
Transatlantique Private Wealth
New York
$235K +$22.2K +1,409 +10%
WDG
21
Wealth Dimensions Group
Ohio
$232K
LPL Financial
22
LPL Financial
California
$218K +$19.1K +1,216 +10%
Morgan Stanley
23
Morgan Stanley
New York
$199K -$28.1K -1,785 -12%
UBS Group
24
UBS Group
Switzerland
$87.5K -$55K -3,495 -38%
Osaic Holdings
25
Osaic Holdings
Arizona
$79.6K -$2.6K -165 -3%

INSI Hedge Fund Activity: Q2 2023 in Review

31 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q2 2023, worth a combined $76.7M — up 4.2% from $73.6M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of INSI and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 14 added.

The largest buyer was Thomas J. Herzfeld Advisors, adding an estimated $1.16M. The largest seller was Gilman Hill Asset Management, exiting entirely with an estimated $193K sold.

  • 31 institutional investors held Insight Select Income Fund (INSI) as of Q2 2023, down from 33 in Q1 2023.
  • Funds reported $76.7M of Insight Select Income Fund stock for Q2 2023, up 4.2% quarter-over-quarter.
  • 1 fund opened new Insight Select Income Fund positions in Q2 2023 and 2 closed out, a net change of -1 holder.
  • The largest Insight Select Income Fund buyer in Q2 2023 was Thomas J. Herzfeld Advisors, an estimated $1.16M added.
  • The largest Insight Select Income Fund seller in Q2 2023 was Gilman Hill Asset Management, an estimated $193K sold.

Based on aggregated 13F filings for Q2 2023.