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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 $87.1M invested in Insight Select Income Fund in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $77.6M → $87.1M (+$9.47M)

0% more funds holding

Funds holding: 3434 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
11
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$37.6M +$2.19M +144,671 +7%
1CP
2
1607 Capital Partners
Virginia
$20.8M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$9.75M +$1.42M +93,844 +18%
KIM
4
Karpus Investment Management
New York
$8.49M +$557K +36,835 +7%
SIA
5
SeaBridge Investment Advisors
New Jersey
$2.26M +$20K +1,323 +0.9%
GC
6
Guggenheim Capital
Illinois
$1.13M +$126K +8,326 +13%
AA
7
AQR Arbitrage
Connecticut
$754K +$102K +6,755 +17%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$664K +$1.09K +72 +0.2%
MRCM
9
M&R Capital Management
New Jersey
$529K -$45.4K -3,000 -8%
UCI
10
Uncommon Cents Investing
Wisconsin
$440K -$7.56K -500 -2%
Morgan Stanley
11
Morgan Stanley
New York
$396K +$184K +12,154 +96%
WA
12
WealthTrust Axiom
Pennsylvania
$394K -$98.3K -6,500 -21%
Wells Fargo
13
Wells Fargo
California
$382K -$63.1K -4,174 -15%
AUB
14
Atlantic Union Bankshares
Virginia
$376K -$159K -10,500 -31%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$355K
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$333K -$892 -59 -0.3%
ACP
17
Aviance Capital Partners
Florida
$331K -$24.1K -1,594 -7%
RJA
18
Raymond James & Associates
Florida
$266K -$75.6K -5,001 -23%
GCP
19
Gill Capital Partners
Colorado
$248K -$4.34K -287 -2%
TPW
20
Transatlantique Private Wealth
New York
$245K
WDG
21
Wealth Dimensions Group
Ohio
$230K -$7.17K -474 -3%
LCM
22
Landscape Capital Management
New Jersey
$203K +$192K +12,691 New
Baird Financial Group
23
Baird Financial Group
Wisconsin
$200K +$189K +12,500 New
DWM
24
Dakota Wealth Management
Florida
$189K
LPL Financial
25
LPL Financial
California
$187K -$34.4K -2,275 -16%

INSI Hedge Fund Activity: Q4 2023 in Review

34 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2023, worth a combined $87.1M — up 12% from $77.6M a quarter earlier.

Fund positioning in INSI was balanced in Q4 2023: 3 funds opened new positions, 3 closed out, 11 added to existing stakes and 13 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $2.19M. The largest seller was Atlantic Union Bankshares, cutting an estimated $159K.

  • 34 institutional investors held Insight Select Income Fund (INSI) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $87.1M of Insight Select Income Fund stock for Q4 2023, up 12% quarter-over-quarter.
  • 3 funds opened new Insight Select Income Fund positions in Q4 2023 and 3 closed out, a net change of 0 holders.
  • The largest Insight Select Income Fund buyer in Q4 2023 was Sit Investment Associates, an estimated $2.19M added.
  • The largest Insight Select Income Fund seller in Q4 2023 was Atlantic Union Bankshares, an estimated $159K sold.

Based on aggregated 13F filings for Q4 2023.