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CubeSmart
CUBE

Overview Fund Activity

252 hedge funds and large institutions have $4.9B invested in CubeSmart in 2016 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
252
Holders Change
-5
Holders Change %
-1.95%
% of All Funds
6.73%
Holding in Top 10
7
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+250%
% of All Funds
0.19%
New
36
Increased
94
Reduced
100
Closed
37
Calls
$27.3M
Puts
$1.27M
Net Calls
+$26.1M
Net Calls Change
-$5.67M

Top Buyers

1
Invesco
Invesco
Georgia
$304M
2
SCRM
Security Capital Research & Management
Illinois
$101M
3
SAMC
Shinko Asset Management Company
Japan
$106M
4
Deutsche Bank
Deutsche Bank
Germany
$114M
5
LIMS
Lasalle Investment Management Securities
Maryland
$298M

Top Sellers

1
Cohen & Steers
Cohen & Steers
New York
$295M
2
Daiwa Securities Group
Daiwa Securities Group
Japan
$37.4M
3
Morgan Stanley
Morgan Stanley
New York
$35.7M
4
O
OppenheimerFunds
New York
$36.7M
5
Ameriprise
Ameriprise
Minnesota
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
226
First Manhattan
New York
$26K -$41.4K -1,545 -61%
TCIM
227
TIAA CREF Investment Management
New York
$25.7K +$5.36K +196,749 +26%
NFG
228
Next Financial Group
Texas
$22K +$2.8K +101 +15%
Lazard Asset Management
229
Lazard Asset Management
New York
$21K – – –
FAM
230
Fortaleza Asset Management
Illinois
$12.1K -$152K -5,560 -93%
FHA
231
First Horizon Advisors
Tennessee
$12K +$12K +430 New
QCG
232
Quadrant Capital Group
Ohio
$9K – – –
MFS
233
MSI Financial Services
Massachusetts
$9K +$2.59K +100 +40%
CHP
234
Cable Hill Partners
Oregon
$8K -$248 -10 -3%
FANJ
235
Financial Architects (New Jersey)
New Jersey
$8K +$8K +300 New
IA
236
IFP Advisors
Florida
$6K +$415 +15 +7%
Bessemer Group
237
Bessemer Group
New Jersey
$6K +$6K +211 New
BBHC
238
Brown Brothers Harriman & Co
New York
$5K – – –
GWM
239
Geneos Wealth Management
Colorado
$5K – – –
WA
240
WFG Advisors
Texas
$4K +$25 +1 +0.6%
WIC
241
Woodmont Investment Counsel
Tennessee
$4K +$4K +133 New
Creative Planning
242
Creative Planning
Kansas
$3K -$9.06K -302 -75%
TDC
243
Thompson Davis & Co
Virginia
$3K -$1K -41 -25%
AIM
244
Acrospire Investment Management
Illinois
$3K +$3K +100 New
SFG
245
SevenBridge Financial Group
Pennsylvania
$3K +$3K +100 New
VOYA Investment Management
246
VOYA Investment Management
Georgia
$2.8K -$175 -6,422 -6%
WTB
247
Washington Trust Bank
Washington
$2K +$2K +79 New
Twin Tree Management
248
Twin Tree Management
Texas
$1K -$30.8K -739 -97%
QI
249
QS Investors
New York
$1K – – –
ED
250
Exane Derivatives
France
$27 -$326K -12,068 -100%
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