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NRO

Neuberger Real Estate Securities Income Fund Inc

53 hedge funds and large institutions have $65.7M invested in Neuberger Real Estate Securities Income Fund Inc in 2013 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

450% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 2

20% more funds holding

Funds holding: 4453 (+9)

12% more capital invested

Capital invested by funds: $58.7M → $65.7M (+$6.92M)

3.91% more ownership

Funds ownership: 22.28%26.19% (+3.9%)

32% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 19

Holders
53
Holders Change
+9
Holders Change %
+20.45%
% of All Funds
1.54%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
13
Reduced
19
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$13.2M -$1.42M -332,187 -9%
AAM
2
Advisors Asset Management
Colorado
$6.47M -$729K -170,361 -10%
Wells Fargo
3
Wells Fargo
California
$6.13M -$679K -158,675 -10%
SLF
4
Sun Life Financial
Ontario, Canada
$5.14M
NCM
5
Newgate Capital Management
Connecticut
$4.82M +$1.9M +444,154 +62%
BC
6
Brookfield Corp
Ontario, Canada
$4.13M +$4.27M +997,407 New
PAIM
7
Punch & Associates Investment Management
Minnesota
$3.9M +$605K +141,473 +18%
WAM
8
Wolverine Asset Management
Illinois
$3.12M +$392K +91,770 +14%
CA
9
Cornerstone Advisors
North Carolina
$2.57M +$689K +161,182 +35%
RCM
10
Rivernorth Capital Management
Florida
$2.23M +$590K +137,903 +34%
CL
11
CSS LLC
Illinois
$1.57M +$1.62M +379,025 New
BI
12
Bulldog Investors
New Jersey
$1.56M -$101K -23,521 -6%
1CP
13
1607 Capital Partners
Virginia
$1.52M +$1.57M +367,608 New
Bank of America
14
Bank of America
North Carolina
$1.25M -$119K -27,876 -8%
TJHA
15
Thomas J. Herzfeld Advisors
Florida
$664K -$26.6K -6,225 -4%
NSAM
16
North Star Asset Management
Wisconsin
$616K -$107K -25,023 -14%
VAM
17
Visium Asset Management
New York
$614K +$8.34K +1,950 +1%
COLIM
18
City of London Investment Management
United Kingdom
$547K +$202K +47,160 +56%
U
19
UBS
Switzerland
$545K +$408K +95,296 +262%
DA
20
Doliver Advisors
Texas
$509K -$169K -39,497 -24%
TC
21
TFS Capital
Pennsylvania
$455K -$851 -199 -0.2%
SG Americas Securities
22
SG Americas Securities
New York
$377K +$389K +91,018 New
LPL Financial
23
LPL Financial
California
$370K -$19.4K -4,532 -5%
VFS
24
VSR Financial Services
Kansas
$347K +$44.8K +10,480 +14%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$336K -$19.3K -4,511 -5%

NRO Hedge Fund Activity: Q4 2013 in Review

53 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2013, worth a combined $65.7M — up 12% from $58.7M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new NRO positions and 2 closed out — a net gain of 9 holders — while 13 added to existing stakes and 19 trimmed.

The largest buyer was Brookfield Corp, opening a new position worth an estimated $4.27M. The largest seller was Morgan Stanley, cutting an estimated $1.42M.

  • 53 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2013, up from 44 in Q3 2013.
  • Funds reported $65.7M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2013, up 12% quarter-over-quarter.
  • 11 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2013 and 2 closed out, a net change of +9 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2013 was Brookfield Corp, an estimated $4.27M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2013 was Morgan Stanley, an estimated $1.42M sold.

Based on aggregated 13F filings for Q4 2013.