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NRO

Neuberger Real Estate Securities Income Fund Inc

63 hedge funds and large institutions have $77.5M invested in Neuberger Real Estate Securities Income Fund Inc in 2014 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 4

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

19% more funds holding

Funds holding: 5363 (+10)

18% more capital invested

Capital invested by funds: $65.7M → $77.5M (+$11.8M)

2.51% more ownership

Funds ownership: 26.19%28.71% (+2.5%)

Holders
63
Holders Change
+10
Holders Change %
+18.87%
% of All Funds
1.82%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
19
Reduced
14
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
26
BNP Paribas Financial Markets
France
$340K +$321K +73,674 New
YCM
27
Yakira Capital Management
Connecticut
$315K
JG
28
Jefferies Group
New York
$296K
KIA
29
King Investment Advisors
Texas
$265K +$256K +58,761 New
LCM
30
Landscape Capital Management
New Jersey
$253K +$77.2K +17,720 +46%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$228K -$86.4K -19,849 -28%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$219K +$27.3K +6,278 +15%
MFS
33
MSI Financial Services
Massachusetts
$212K -$14.6K -3,354 -7%
Invesco
34
Invesco
Georgia
$188K -$26.7K -6,139 -13%
GFM
35
Gramercy Funds Management
Connecticut
$184K +$178K +40,872 New
Geode Capital Management
36
Geode Capital Management
Massachusetts
$179K
Ameriprise
37
Ameriprise
Minnesota
$151K -$12.1K -2,774 -8%
VKH
38
Virtu KCG Holdings
New York
$138K -$47.9K -10,994 -26%
PI
39
Placemark Investments
Illinois
$138K +$24.7K +5,671 +23%
CIA
40
Capital Investment Advisors
Georgia
$132K
RCM
41
Robinson Capital Management
Michigan
$117K +$113K +25,908 New
GC
42
Guggenheim Capital
Illinois
$98K +$94.4K +21,688 New
AllianceBernstein
43
AllianceBernstein
Tennessee
$97K +$93.6K +21,497 New
RJT
44
Raymond James Trust
Florida
$83K
OC
45
Oppenheimer & Co
New York
$82K
SFS
46
Shaker Financial Services
Virginia
$75K +$8.27K +1,900 +13%
CAM
47
Carret Asset Management
New York
$70K -$10.4K -2,381 -13%
SCM
48
Stonebridge Capital Management
California
$47K
BRWA
49
B. Riley Wealth Advisors
Florida
$35K -$99.2K -22,778 -74%
S
50
SignatureFD
Georgia
$34K +$32.9K +7,546 New

NRO Hedge Fund Activity: Q1 2014 in Review

63 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q1 2014, worth a combined $77.5M — up 18% from $65.7M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new NRO positions and 4 closed out — a net gain of 10 holders — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Raymond James & Associates, opening a new position worth an estimated $2.42M. The largest seller was Newgate Capital Management, cutting an estimated $1.59M.

  • 63 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q1 2014, up from 53 in Q4 2013.
  • Funds reported $77.5M of Neuberger Real Estate Securities Income Fund Inc stock for Q1 2014, up 18% quarter-over-quarter.
  • 14 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q1 2014 and 4 closed out, a net change of +10 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q1 2014 was Raymond James & Associates, an estimated $2.42M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q1 2014 was Newgate Capital Management, an estimated $1.59M sold.

Based on aggregated 13F filings for Q1 2014.