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NRO

Neuberger Real Estate Securities Income Fund Inc

63 hedge funds and large institutions have $91.3M invested in Neuberger Real Estate Securities Income Fund Inc in 2014 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

25% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 16

10% more capital invested

Capital invested by funds: $83.1M → $91.3M (+$8.23M)

7% more funds holding

Funds holding: 5963 (+4)

0.25% more ownership

Funds ownership: 30.27%30.52% (+0.25%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
63
Holders Change
+4
Holders Change %
+6.78%
% of All Funds
1.68%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
20
Reduced
16
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.3M +$916K +187,415 +5%
Wells Fargo
2
Wells Fargo
California
$12.5M +$1.89M +386,245 +18%
AAM
3
Advisors Asset Management
Colorado
$7.09M -$895K -183,230 -12%
CA
4
Cornerstone Advisors
North Carolina
$5.94M
SLF
5
Sun Life Financial
Ontario, Canada
$5.15M
RCM
6
Rivernorth Capital Management
Florida
$5.11M +$2.56K +524 +0.1%
RJA
7
Raymond James & Associates
Florida
$4.85M +$261K +53,438 +6%
PAIM
8
Punch & Associates Investment Management
Minnesota
$4.37M +$66.4K +13,583 +2%
1CP
9
1607 Capital Partners
Virginia
$3.87M
Bank of America
10
Bank of America
North Carolina
$3.52M +$632K +129,407 +23%
WAM
11
Wolverine Asset Management
Illinois
$2.23M -$1.12M -229,832 -34%
CL
12
CSS LLC
Illinois
$2M +$26K +5,329 +1%
BI
13
Bulldog Investors
New Jersey
$1.9M
DA
14
Doliver Advisors
Texas
$1.29M -$223K -45,696 -15%
AA
15
Ancora Advisors
Ohio
$1.15M -$225K -45,991 -17%
VFS
16
VSR Financial Services
Kansas
$1.13M +$506K +103,589 +86%
COLIM
17
City of London Investment Management
United Kingdom
$1.1M +$148K +30,339 +16%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$826K -$355K -72,700 -31%
YCM
19
Yakira Capital Management
Connecticut
$801K +$433K +88,680 +127%
NSAM
20
North Star Asset Management
Wisconsin
$757K -$1.53K -314 -0.2%
UBS Group
21
UBS Group
Switzerland
$580K +$561K +114,894 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$529K -$67.9K -13,892 -12%
LPL Financial
23
LPL Financial
California
$517K -$19.7K -4,023 -4%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$511K +$19.4K +3,977 +4%
MFS
25
MSI Financial Services
Massachusetts
$430K -$943 -193 -0.2%

NRO Hedge Fund Activity: Q4 2014 in Review

63 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Neuberger Real Estate Securities Income Fund Inc (NRO) for Q4 2014, worth a combined $91.3M — up 9.9% from $83.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new NRO positions and 4 closed out — a net gain of 6 holders — while 20 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.89M. The largest seller was Wolverine Asset Management, cutting an estimated $1.12M.

  • 63 institutional investors held Neuberger Real Estate Securities Income Fund Inc (NRO) as of Q4 2014, up from 59 in Q3 2014.
  • Funds reported $91.3M of Neuberger Real Estate Securities Income Fund Inc stock for Q4 2014, up 9.9% quarter-over-quarter.
  • 10 funds opened new Neuberger Real Estate Securities Income Fund Inc positions in Q4 2014 and 4 closed out, a net change of +6 holders.
  • The largest Neuberger Real Estate Securities Income Fund Inc buyer in Q4 2014 was Wells Fargo, an estimated $1.89M added.
  • The largest Neuberger Real Estate Securities Income Fund Inc seller in Q4 2014 was Wolverine Asset Management, an estimated $1.12M sold.

Based on aggregated 13F filings for Q4 2014.