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INSI

Insight Select Income Fund

Delisted

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

38 hedge funds and large institutions have $101M invested in Insight Select Income Fund in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 16 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

11% more capital invested

Capital invested by funds: $90.4M → $101M (+$10.2M)

6% more funds holding

Funds holding: 3638 (+2)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

Holders
38
Holders Change
+2
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$44.2M +$839K +49,888 +2%
KIM
2
Karpus Investment Management
New York
$18M -$486K -28,888 -3%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$10.8M
1CP
4
1607 Capital Partners
Virginia
$9.61M
Jones Financial Companies
5
Jones Financial Companies
Missouri
$3.55M +$1.5M +89,411 +79%
GC
6
Guggenheim Capital
Illinois
$3.48M +$1.04M +62,048 +46%
SIA
7
SeaBridge Investment Advisors
New Jersey
$2.79M +$74.3K +4,423 +3%
SFS
8
Shaker Financial Services
Virginia
$972K -$37.3K -2,217 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$694K +$756 +45 +0.1%
MRCM
10
M&R Capital Management
New Jersey
$510K -$12.8K -760 -3%
RP
11
Riverbridge Partners
Minnesota
$509K +$2.37K +141 +0.5%
UCI
12
Uncommon Cents Investing
Wisconsin
$484K -$5.88K -350 -1%
AA
13
AQR Arbitrage
Connecticut
$436K -$73.5K -4,373 -15%
WA
14
WealthTrust Axiom
Pennsylvania
$418K -$16.8K -1,000 -4%
AUB
15
Atlantic Union Bankshares
Virginia
$384K -$24.2K -1,441 -6%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$367K -$1.43K -85 -0.4%
Baird Financial Group
17
Baird Financial Group
Wisconsin
$362K -$840 -50 -0.2%
Wells Fargo
18
Wells Fargo
California
$286K -$47.5K -2,825 -15%
ACP
19
Aviance Capital Partners
Florida
$278K -$68.4K -4,072 -21%
TPW
20
Transatlantique Private Wealth
New York
$271K
GCP
21
Gill Capital Partners
Colorado
$265K -$8.67K -516 -3%
WDG
22
Wealth Dimensions Group
Ohio
$254K -$387 -23 -0.2%
RJA
23
Raymond James & Associates
Florida
$246K
UPS
24
UHLMANN PRICE SECURITIES
Illinois
$236K +$224K +13,352 New
DWM
25
Dakota Wealth Management
Florida
$209K

INSI Hedge Fund Activity: Q3 2024 in Review

38 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q3 2024, worth a combined $101M — up 11% from $90.4M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new INSI positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Jones Financial Companies, adding an estimated $1.5M. The largest seller was Karpus Investment Management, cutting an estimated $486K.

  • 38 institutional investors held Insight Select Income Fund (INSI) as of Q3 2024, up from 36 in Q2 2024.
  • Funds reported $101M of Insight Select Income Fund stock for Q3 2024, up 11% quarter-over-quarter.
  • 5 funds opened new Insight Select Income Fund positions in Q3 2024 and 3 closed out, a net change of +2 holders.
  • The largest Insight Select Income Fund buyer in Q3 2024 was Jones Financial Companies, an estimated $1.5M added.
  • The largest Insight Select Income Fund seller in Q3 2024 was Karpus Investment Management, an estimated $486K sold.

Based on aggregated 13F filings for Q3 2024.