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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 $109M invested in Insight Select Income Fund in 2024 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 10 increasing their positions, 12 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

8% more capital invested

Capital invested by funds: $101M → $109M (+$7.89M)

0% more funds holding

Funds holding: 3838 (0)

17% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 12

Holders
38
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
8
Increased
10
Reduced
12
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$43M -$385K -22,161 -0.9%
KIM
2
Karpus Investment Management
New York
$15.8M -$1.96M -112,701 -11%
1CP
3
1607 Capital Partners
Virginia
$11M +$1.52M +87,357 +16%
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$9.66M -$944K -54,386 -9%
AIA
5
Absolute Investment Advisers
Florida
$7.08M +$7.09M +408,515 New
GC
6
Guggenheim Capital
Illinois
$3.87M +$458K +26,397 +13%
QL
7
Quarry LP
New York
$3.84M +$3.84M +221,402 New
SIA
8
SeaBridge Investment Advisors
New Jersey
$2.81M +$69.4K +3,997 +3%
Invesco
9
Invesco
Georgia
$1.56M +$1.56M +89,939 New
YCM
10
Yakira Capital Management
Connecticut
$1.12M +$1.12M +64,821 New
SG
11
StoneX Group
New York
$985K +$987K +56,866 New
Raymond James Financial
12
Raymond James Financial
Florida
$914K +$915K +52,734 New
WAM
13
Wolverine Asset Management
Illinois
$597K +$598K +34,452 New
RP
14
Riverbridge Partners
Minnesota
$518K +$17.7K +1,021 +4%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$512K -$3.01M -173,483 -85%
UCI
16
Uncommon Cents Investing
Wisconsin
$465K -$10.3K -595 -2%
Wealth Enhancement Advisory Services
17
Wealth Enhancement Advisory Services
Minnesota
$463K +$464K +26,720 New
WA
18
WealthTrust Axiom
Pennsylvania
$411K
Baird Financial Group
19
Baird Financial Group
Wisconsin
$399K +$43.4K +2,500 +12%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$363K +$2.83K +163 +0.8%
SFS
21
Shaker Financial Services
Virginia
$357K -$599K -34,506 -63%
AUB
22
Atlantic Union Bankshares
Virginia
$343K -$34.4K -1,980 -9%
ACP
23
Aviance Capital Partners
Florida
$306K +$32.8K +1,889 +12%
Wells Fargo
24
Wells Fargo
California
$300K +$18.8K +1,085 +7%
TPW
25
Transatlantique Private Wealth
New York
$266K

INSI Hedge Fund Activity: Q4 2024 in Review

38 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Insight Select Income Fund (INSI) for Q4 2024, worth a combined $109M — up 7.8% from $101M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new INSI positions and 5 closed out — a net gain of 3 holders — while 10 added to existing stakes and 12 trimmed.

The largest buyer was Absolute Investment Advisers, opening a new position worth an estimated $7.09M. The largest seller was Jones Financial Companies, cutting an estimated $3.01M.

  • 38 institutional investors held Insight Select Income Fund (INSI) as of Q4 2024, unchanged from Q3 2024.
  • Funds reported $109M of Insight Select Income Fund stock for Q4 2024, up 7.8% quarter-over-quarter.
  • 8 funds opened new Insight Select Income Fund positions in Q4 2024 and 5 closed out, a net change of +3 holders.
  • The largest Insight Select Income Fund buyer in Q4 2024 was Absolute Investment Advisers, an estimated $7.09M added.
  • The largest Insight Select Income Fund seller in Q4 2024 was Jones Financial Companies, an estimated $3.01M sold.

Based on aggregated 13F filings for Q4 2024.