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CubeSmart
CUBE

Overview Fund Activity

256 hedge funds and large institutions have $5.59B invested in CubeSmart in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 97 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
256
Holders Change
+13
Holders Change %
+5.35%
% of All Funds
5.81%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
42
Increased
96
Reduced
97
Closed
26
Calls
$2.56M
Puts
$1.49M
Net Calls
+$1.07M
Net Calls Change
-$1.44M

Top Buyers

1
Deutsche Bank
Deutsche Bank
Germany
$96.4M
2
Millennium Management
Millennium Management
New York
$131M
3
Morgan Stanley
Morgan Stanley
New York
$83.4M
4
HRES
Heitman Real Estate Securities
Illinois
$37.6M
5
Vanguard Group
Vanguard Group
Pennsylvania
$846M

Top Sellers

1
Bank of New York Mellon
Bank of New York Mellon
New York
$284M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$52.7M
3
SCRM
Security Capital Research & Management
Illinois
$57.6M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$33.8M
5
B
Barings
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
226
Solaris Asset Management
New York
$39K -$26.7K -925 -41%
AIL
227
AGF Investments LLC
Ontario, Canada
$38K -$9.76K -335 -20%
HNB
228
Huntington National Bank
Ohio
$35K – – –
RFC
229
Regions Financial Corp
Alabama
$30K +$30K +1,042 New
RPC
230
Rossmore Private Capital
Connecticut
$29.5K +$29.5K +1,021 New
PG
231
PEAK6 Group
Illinois
$20K -$1.3M -45,805 -98%
ASN
232
Advisory Services Network
Georgia
$17K +$2.93K +104 +21%
WAM
233
Wealthspire Advisors (Maryland)
Maryland
$16K +$6.45K +226 +67%
CHP
234
Cable Hill Partners
Oregon
$14K +$5.38K +192 +62%
STA
235
Summit Trail Advisors
New York
$12K +$12K +420 New
NSIM
236
North Star Investment Management
Illinois
$9K – – –
TRCT
237
Tower Research Capital (TRC)
New York
$9K +$9K +300 New
CG
238
Cutler Group
California
$8K -$30.9K -1,200 -79%
PGWM
239
Parisi Gray Wealth Management
New Jersey
$7K +$7K +250 New
Simplex Trading
240
Simplex Trading
Illinois
$6K -$921K -35,601 -99%
TL
241
TrueWealth LLC
Georgia
$6K – – –
WWM
242
Wagner Wealth Management
South Carolina
$6K – – –
CCM
243
Covington Capital Management
California
$6K – – –
Northwestern Mutual Wealth Management
244
Northwestern Mutual Wealth Management
Wisconsin
$6K +$3.63K +132 +153%
GWM
245
Geneos Wealth Management
Colorado
$5K – – –
Carson Wealth (CWM LLC)
246
Carson Wealth (CWM LLC)
Nebraska
$5K +$2.39K +89 +92%
SWP
247
Stratos Wealth Partners
Ohio
$5K +$5K +162 New
MPWT
248
MassMutual Private Wealth & Trust
Connecticut
$4.77K +$4.77K +165 New
PA
249
Parallel Advisors
California
$4K – – –
BBHC
250
Brown Brothers Harriman & Co
New York
$4K +$4K +130 New
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