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CubeSmart
CUBE

Overview Fund Activity

252 hedge funds and large institutions have $4.83B invested in CubeSmart in 2016 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 99 increasing their positions, 87 reducing their positions, and 41 closing their positions.

Holders
252
Holders Change
–
Holders Change %
0%
% of All Funds
6.31%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.1%
New
44
Increased
99
Reduced
87
Closed
41
Calls
$18.7M
Puts
$1.14M
Net Calls
+$17.6M
Net Calls Change
-$8.52M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$92.9M
2
Prudential Financial
2
Prudential Financial
New Jersey
$67.1M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$54.9M
4
Millennium Management
4
Millennium Management
New York
$70.2M
5
Deutsche Bank
5
Deutsche Bank
Germany
$156M

Top Sellers

1
Invesco
1
Invesco
Georgia
$182M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$281K
3
American Century Companies
3
American Century Companies
Missouri
$0
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$141M
5
RC
5
Resolution Capital
Australia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
226
Huntington National Bank
Ohio
$32K +$4.55K +170 +17%
NFG
227
Next Financial Group
Texas
$21K +$26 +1 +0.1%
AIM
228
Acrospire Investment Management
Illinois
$19K +$16.3K +600 +600%
IR
229
Invictus RG
Bermuda
$16K +$16K +582 New
FHA
230
First Horizon Advisors
Tennessee
$12K – – –
GEA
231
Glen Eagle Advisors
New Jersey
$9.37K +$9.37K +350 New
MFS
232
MSI Financial Services
Massachusetts
$9K – – –
CHP
233
Cable Hill Partners
Oregon
$9K – – –
FANJ
234
Financial Architects (New Jersey)
New Jersey
$8K – – –
NSIM
235
North Star Investment Management
Illinois
$8K +$8K +300 New
LWMT
236
Legacy Wealth Management (Tennessee)
Tennessee
$6.91K +$6.91K +258 New
Bessemer Group
237
Bessemer Group
New Jersey
$5K -$146 -6 -3%
BBHC
238
Brown Brothers Harriman & Co
New York
$5K – – –
GWM
239
Geneos Wealth Management
Colorado
$5K – – –
PCP
240
Proficio Capital Partners
Massachusetts
$4K +$4K +131 New
Northwestern Mutual Wealth Management
241
Northwestern Mutual Wealth Management
Wisconsin
$4K +$4K +145 New
IA
242
IFP Advisors
Florida
$3K -$2.76K -104 -48%
TDC
243
Thompson Davis & Co
Virginia
$3K -$385 -14 -11%
SFG
244
SevenBridge Financial Group
Pennsylvania
$3K – – –
Creative Planning
245
Creative Planning
Kansas
$3K – – –
WA
246
Winfield Associates
Ohio
$3K +$3K +110 New
EARNEST Partners
247
EARNEST Partners
Georgia
$2K +$2K +65 New
PA
248
Parallel Advisors
California
$2K +$2K +71 New
TFO
249
Tarbox Family Office
California
$2K +$2K +91 New
WTB
250
Washington Trust Bank
Washington
$1K -$2.04K -53 -67%
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