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CubeSmart
CUBE

Overview Fund Activity

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.

Holders
280
Holders Change
+13
Holders Change %
+4.87%
% of All Funds
6.42%
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

Top Buyers

1
BC
1
Brookfield Corp
Ontario, Canada
$86.1M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$114M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$39.1M
4
American Century Companies
4
American Century Companies
Missouri
$41.4M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$253M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$344M
2
Millennium Management
2
Millennium Management
New York
$55.2M
3
Daiwa Securities Group
3
Daiwa Securities Group
Japan
$167M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$892M
Name Market Value Shares Shares
Change 		Shares
Change %
HNB
251
Huntington National Bank
Ohio
$39K 1,195 – –
SWA
252
Sutton Wealth Advisors
Florida
$26.2K 812 – –
HFM
253
Harvest Fund Management
China
$26K 800 -300 -27%
EIP
254
Epoch Investment Partners
New York
$24.6K 764,045 -135,656 -15%
CHP
255
Cable Hill Partners
Oregon
$16K 500 – –
ASN
256
Advisory Services Network
Georgia
$15K 500 – –
RCAG
257
Rehmann Capital Advisory Group
Michigan
$13.5K 420 -28 -6%
S
258
SignatureFD
Georgia
$13K 406 +37 +10%
NSIM
259
North Star Investment Management
Illinois
$10K 300 – –
B
260
Bridgeworth
Alabama
$10K 311 +311 New
IUHSA
261
Itau Unibanco Holding S.A.
Brazil
$7K 229 +229 New
GWM
262
Geneos Wealth Management
Colorado
$6K 205 – –
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$5.32K 165 – –
Northwestern Mutual Wealth Management
264
Northwestern Mutual Wealth Management
Wisconsin
$5K 150 +64 +74%
PA
265
Parallel Advisors
California
$3K 105 -64 -38%
QCG
266
Quadrant Capital Group
Ohio
$3K 100 – –
TFO
267
Tarbox Family Office
California
$3K 91 – –
IFAM
268
Institutional & Family Asset Management
Colorado
$3K 81 – –
TL
269
TrueWealth LLC
Georgia
– – – –
VFA
270
Valeo Financial Advisors
Indiana
$3K 115 +84 +271%
RFC
271
Regions Financial Corp
Alabama
$2K 66 -1,030 -94%
WAM
272
Wealthspire Advisors (Maryland)
Maryland
$2K 63 -315 -83%
SPIA
273
Steward Partners Investment Advisory
New York
$2K 53 -37 -41%
EARNEST Partners
274
EARNEST Partners
Georgia
$2K 65 – –
PCG
275
Private Capital Group
Connecticut
$2K 83 – –
9 10
11
12 13