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CubeSmart

280 hedge funds and large institutions have $6.13B invested in CubeSmart in 2018 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 81 increasing their positions, 120 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more call options, than puts

Call options by funds: $1.99M | Put options by funds: $940K

61% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 23

13% more capital invested

Capital invested by funds: $5.41B → $6.13B (+$722M)

5% more funds holding

Funds holding: 267280 (+13)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.4% less ownership

Funds ownership: 105.12%104.72% (-0.4%)

33% less repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 120

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
6.41%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
37
Increased
81
Reduced
120
Closed
23
Calls
$1.99M
Puts
$940K
Net Calls
+$1.05M
Net Calls Change
-$684K
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
251
Huntington National Bank
Ohio
$39K
SWA
252
Sutton Wealth Advisors
Florida
$26.2K
HFM
253
Harvest Fund Management
China
$26K -$8.99K -300 -27%
EIP
254
Epoch Investment Partners
New York
$24.6K -$4.06M -135,656 -15%
CHP
255
Cable Hill Partners
Oregon
$16K
ASN
256
Advisory Services Network
Georgia
$15K
RCAG
257
Rehmann Capital Advisory Group
Michigan
$13.5K -$839 -28 -6%
S
258
SignatureFD
Georgia
$13K +$1.11K +37 +10%
NSIM
259
North Star Investment Management
Illinois
$10K
B
260
Bridgeworth
Alabama
$10K +$9.32K +311 New
IUHSA
261
Itau Unibanco Holding S.A.
Brazil
$7K +$6.86K +229 New
GWM
262
Geneos Wealth Management
Colorado
$6K
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$5.32K
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$5K +$1.92K +64 +74%
PA
265
Parallel Advisors
California
$3K -$1.92K -64 -38%
IFAM
266
Institutional & Family Asset Management
Colorado
$3K
QCG
267
Quadrant Capital Group
Ohio
$3K
TFO
268
Tarbox Family Office
California
$3K
TL
269
TrueWealth LLC
Georgia
$3K
VFA
270
Valeo Financial Advisors
Indiana
$3K +$2.52K +84 +271%
RFC
271
Regions Financial Corp
Alabama
$2K -$30.9K -1,030 -94%
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$2K -$9.44K -315 -83%
SPIA
273
Steward Partners Investment Advisory
New York
$2K -$1.11K -37 -41%
EARNEST Partners
274
EARNEST Partners
Georgia
$2K
PCG
275
Private Capital Group
Connecticut
$2K