CUBE icon

CubeSmart

389 hedge funds and large institutions have $12.2B invested in CubeSmart in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 163 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+60
Holders Change %
+18.24%
% of All Funds
6.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
93
Increased
163
Reduced
90
Closed
30
Calls
$17.5M
Puts
$3.92M
Net Calls
+$13.6M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Shares
Change %
SAM
226
Shell Asset Management
Netherlands
$798K +$241K +4,235 +43%
WC
227
Winmill & Co
New York
$797K
EL
228
EMFO LLC
Florida
$793K +$793K +13,930 New
BRWA
229
B. Riley Wealth Advisors
Florida
$780K +$780K +13,687 New
PP
230
Paloma Partners
Connecticut
$777K +$777K +13,655 New
BNP Paribas Asset Management
231
BNP Paribas Asset Management
France
$745K +$164K +2,875 +28%
GCA
232
GSI Capital Advisors
California
$732K -$12.5M -219,937 -94%
Stifel Financial
233
Stifel Financial
Missouri
$698K -$434K -7,627 -38%
FRM
234
Fox Run Management
Connecticut
$696K +$696K +12,227 New
PA
235
Pinnacle Associates
New York
$693K -$23.9K -419 -3%
PCM
236
Prelude Capital Management
New York
$692K +$692K +12,158 New
Creative Planning
237
Creative Planning
Kansas
$664K +$12.5K +219 +2%
VPIM
238
Vanguard Personalized Indexing Management
California
$657K +$183K +3,219 +39%
QT
239
Quantamental Technologies
New York
$643K +$643K +11,294 New
WANY
240
Wealthspire Advisors (New York)
New York
$631K +$631K +11,087 New
YCM
241
Yousif Capital Management
Michigan
$629K +$629K +11,059 New
PI
242
PEAK6 Investments
Illinois
$624K +$624K +10,961 New
SI
243
Stephens Inc
Arkansas
$621K -$38.9K -684 -6%
AssetMark Inc
244
AssetMark Inc
California
$619K -$67.6K -1,189 -10%
Rafferty Asset Management
245
Rafferty Asset Management
New York
$617K -$124K -2,186 -17%
PNC Financial Services Group
246
PNC Financial Services Group
Pennsylvania
$578K -$3.58K -63 -0.6%
BFM
247
Boothbay Fund Management
New York
$575K +$575K +10,108 New
EDRH
248
Edmond de Rothschild Holding
Switzerland
$574K
PCM
249
Pinz Capital Management
New York
$569K +$569K +10,000 New
SIA
250
Sit Investment Associates
Minnesota
$566K