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CubeSmart
CUBE

Overview Fund Activity

293 hedge funds and large institutions have $6.67B invested in CubeSmart in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
293
Holders Change
+31
Holders Change %
+11.83%
% of All Funds
6.44%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
53
Increased
101
Reduced
98
Closed
20
Calls
$971K
Puts
$555K
Net Calls
+$416K
Net Calls Change
-$333K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
$80.5M
2
RC
Resolution Capital
Australia
$54.5M
3
Nuveen Asset Management
Nuveen Asset Management
Illinois
$89.4M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$160M
5
Goldman Sachs
Goldman Sachs
New York
$69.1M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
$112M
2
BC
Brookfield Corp
Ontario, Canada
$0
3
CIM
Centersquare Investment Management
Pennsylvania
$128M
4
AllianceBernstein
AllianceBernstein
Tennessee
$305M
5
Millennium Management
Millennium Management
New York
$12.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
251
Capital Analysts LLC
Pennsylvania
$53K -$585 -17 -1%
NFG
252
Next Financial Group
Texas
$51K +$33.4K +950 +190%
EW
253
Evoke Wealth
California
$44.9K +$44.9K +1,274 New
HFM
254
Harvest Fund Management
China
$42K -$52.5K -1,500 -56%
PI
255
PEAK6 Investments
Illinois
$39K +$39K +1,120 New
WT
256
Whittier Trust
California
$36K – – –
ZB
257
Zions Bancorporation
Utah
$33K – – –
HNB
258
Huntington National Bank
Ohio
$27K – – –
GWAG
259
Garrett Wealth Advisory Group
Texas
$26.9K +$26.9K +772 New
Rockefeller Capital Management
260
Rockefeller Capital Management
New York
$20K -$3.04K -89 -13%
FFC
261
First Financial Corp
Indiana
$18K +$18K +528 New
Group One Trading
262
Group One Trading
Illinois
$17K +$17K +491 New
RCAG
263
Rehmann Capital Advisory Group
Michigan
$16.3K – – –
S
264
SignatureFD
Georgia
$16K +$2.56K +74 +19%
HR
265
Howe & Rusling
New York
$15K +$15K +435 New
CIA
266
CSat Investment Advisory
Michigan
$14K +$2K +58 +17%
MA
267
MUFG Americas
New York
$13K – – –
BBHC
268
Brown Brothers Harriman & Co
New York
$10K +$10K +298 New
NSIM
269
North Star Investment Management
Illinois
$10K +$10K +300 New
LWM
270
Lenox Wealth Management
Ohio
$8K -$2.84K -84 -26%
GWM
271
Geneos Wealth Management
Colorado
$7K – – –
EWM
272
Edge Wealth Management
New York
$6K +$6K +200 New
GRP
273
Global Retirement Partners
California
$4K – – –
BCA
274
Berman Capital Advisors
Georgia
$4K +$29 +1 +0.7%
PA
275
Parallel Advisors
California
$4K +$693 +22 +21%
9 10
11
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