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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 $77.6M invested in Insight Select Income Fund in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

10% more funds holding

Funds holding: 3134 (+3)

1% more capital invested

Capital invested by funds: $76.7M → $77.6M (+$933K)

Holders
34
Holders Change
+3
Holders Change %
+9.68%
% of All Funds
0.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
12
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$33.2M +$2.3M +149,234 +7%
1CP
2
1607 Capital Partners
Virginia
$19.6M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$7.77M +$701K +45,504 +10%
KIM
4
Karpus Investment Management
New York
$7.44M +$2.68M +174,018 +54%
SIA
5
SeaBridge Investment Advisors
New Jersey
$2.11M +$123K +7,956 +6%
GC
6
Guggenheim Capital
Illinois
$935K +$125K +8,116 +15%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$624K -$10.6K -686 -2%
AA
8
AQR Arbitrage
Connecticut
$608K +$60.5K +3,932 +11%
MRCM
9
M&R Capital Management
New Jersey
$543K -$6.16K -400 -1%
AUB
10
Atlantic Union Bankshares
Virginia
$512K -$105K -6,825 -17%
WA
11
WealthTrust Axiom
Pennsylvania
$469K
Wells Fargo
12
Wells Fargo
California
$422K -$48.6K -3,157 -10%
UCI
13
Uncommon Cents Investing
Wisconsin
$421K -$27.7K -1,800 -6%
ACP
14
Aviance Capital Partners
Florida
$336K +$344K +22,336 New
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$334K -$1.33M -86,566 -80%
RJA
16
Raymond James & Associates
Florida
$325K
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$314K
GCP
18
Gill Capital Partners
Colorado
$237K
TPW
19
Transatlantique Private Wealth
New York
$231K +$5.21K +338 +2%
WDG
20
Wealth Dimensions Group
Ohio
$223K
LPL Financial
21
LPL Financial
California
$210K +$200 +13 +0.1%
Morgan Stanley
22
Morgan Stanley
New York
$190K -$1.59K -103 -0.8%
DWM
23
Dakota Wealth Management
Florida
$178K +$182K +11,850 New
Osaic Holdings
24
Osaic Holdings
Arizona
$134K +$58.7K +3,813 +75%
UBS Group
25
UBS Group
Switzerland
$94.1K +$10.3K +671 +12%

INSI Hedge Fund Activity: Q3 2023 in Review

34 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2023, worth a combined $77.6M — up 1.2% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new INSI positions and 3 closed out — a net gain of 3 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Karpus Investment Management, adding an estimated $2.68M. The largest seller was Thomas J. Herzfeld Advisors, cutting an estimated $1.33M.

  • 34 institutional investors held Insight Select Income Fund (INSI) as of Q3 2023, up from 31 in Q2 2023.
  • Funds reported $77.6M of Insight Select Income Fund stock for Q3 2023, up 1.2% quarter-over-quarter.
  • 6 funds opened new Insight Select Income Fund positions in Q3 2023 and 3 closed out, a net change of +3 holders.
  • The largest Insight Select Income Fund buyer in Q3 2023 was Karpus Investment Management, an estimated $2.68M added.
  • The largest Insight Select Income Fund seller in Q3 2023 was Thomas J. Herzfeld Advisors, an estimated $1.33M sold.

Based on aggregated 13F filings for Q3 2023.