CUBE icon

CubeSmart
CUBE

Overview Fund Activity

280 hedge funds and large institutions have $5.47B invested in CubeSmart in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 33 closing their positions.

Holders
280
Holders Change
–
Holders Change %
0%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
33
Increased
104
Reduced
102
Closed
33
Calls
$6.13M
Puts
$479K
Net Calls
+$5.66M
Net Calls Change
+$4.61M

Top Buyers

1
AllianceBernstein
1
AllianceBernstein
Tennessee
$273M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$112M
3
Arrowstreet Capital
3
Arrowstreet Capital
Massachusetts
$67.7M
4
Millennium Management
4
Millennium Management
New York
$74.3M
5
NIPH
5
NN Investment Partners Holdings
Netherlands
$20.5M

Top Sellers

1
Cohen & Steers
1
Cohen & Steers
New York
$210M
2
Daiwa Securities Group
2
Daiwa Securities Group
Japan
$112M
3
Deutsche Bank
3
Deutsche Bank
Germany
$175M
4
CIMLRA
4
CBRE Investment Management Listed Real Assets
Pennsylvania
$215M
5
Principal Financial Group
5
Principal Financial Group
Iowa
$203M
Name Market Value Shares Shares
Change 		Shares
Change %
ASN
251
Advisory Services Network
Georgia
$14K 500 – –
CG
252
Cutler Group
California
$13K 489 +489 New
RCAG
253
Rehmann Capital Advisory Group
Michigan
$12K 420 – –
IDBONY
254
Israel Discount Bank of New York
New York
$11K 375 -1,205 -76%
S
255
SignatureFD
Georgia
$11K 384 -22 -5%
Group One Trading
256
Group One Trading
Illinois
$11K 400 +400 New
Fidelity Investments
257
Fidelity Investments
Massachusetts
$9K 316 -647,684 -100%
NSIM
258
North Star Investment Management
Illinois
$9K 300 – –
GWM
259
Geneos Wealth Management
Colorado
$8K 293 +88 +43%
MIM
260
MetLife Investment Management
New Jersey
$7.28K 255 +255 New
Northwestern Mutual Wealth Management
261
Northwestern Mutual Wealth Management
Wisconsin
$7K 249 +99 +66%
SWP
262
Stratos Wealth Partners
Ohio
$5K 164 +164 New
MPWT
263
MassMutual Private Wealth & Trust
Connecticut
$4.71K 165 – –
WSTAM
264
Wilbanks Smith & Thomas Asset Management
Virginia
$4K 136 +136 New
AA
265
Ancora Advisors
Ohio
$4K 155 +155 New
TRCT
266
Tower Research Capital (TRC)
New York
$3K 100 -11,542 -99%
VFA
267
Valeo Financial Advisors
Indiana
$3K 115 – –
TFO
268
Tarbox Family Office
California
$3K 91 – –
TL
269
TrueWealth LLC
Georgia
– – – –
PA
270
Parallel Advisors
California
$3K 105 – –
RFC
271
Regions Financial Corp
Alabama
$3K 115 +49 +74%
EARNEST Partners
272
EARNEST Partners
Georgia
$2K 65 – –
IFAM
273
Institutional & Family Asset Management
Colorado
$2K 81 – –
WAM
274
Wealthspire Advisors (Maryland)
Maryland
$2K 63 – –
PCG
275
Private Capital Group
Connecticut
$2K 83 – –
9 10
11
12 13