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CubeSmart

301 hedge funds and large institutions have $7.41B invested in CubeSmart in 2021 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 106 increasing their positions, 124 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
301
Holders Change
Holders Change %
0%
% of All Funds
5.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
106
Reduced
124
Closed
34
Calls
$4.72M
Puts
$828K
Net Calls
+$3.89M
Net Calls Change
+$3.18M
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
251
Spire Wealth Management
Virginia
$49K +$49K +1,281 New
WT
252
Whittier Trust
California
$47K +$8.97K +236 +24%
AIC
253
Ameritas Investment Company
Nebraska
$37.5K +$37.5K +991 New
HNB
254
Huntington National Bank
Ohio
$30K -$2.04K -54 -6%
Rockefeller Capital Management
255
Rockefeller Capital Management
New York
$23K +$6.09K +165 +36%
BMD
256
Better Money Decisions
New Mexico
$17K +$17K +462 New
FHA
257
First Horizon Advisors
Tennessee
$15K
CFB
258
Cullen/Frost Bankers
Texas
$13K
JWM
259
Janiczek Wealth Management
Colorado
$13K +$1.92K +49 +17%
JGIA
260
Jackson Grant Investment Advisers
Connecticut
$13K +$13K +345 New
LC
261
Lindbrook Capital
California
$12K +$963 +26 +9%
NSIM
262
North Star Investment Management
Illinois
$11K
PA
263
Parallel Advisors
California
$9K +$6.68K +176 +289%
Walleye Capital
264
Walleye Capital
New York
$8.27K +$8.27K +218,510 New
AA
265
Ancora Advisors
Ohio
$8K
FF
266
FourThought Financial
Florida
$8K
GAM
267
Gemmer Asset Management
California
$7K
S
268
SignatureFD
Georgia
$7K +$363 +10 +5%
OSAM
269
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +125 New
PMFA
270
Plante Moran Financial Advisors
Michigan
$4K
IFAM
271
Institutional & Family Asset Management
Colorado
$4K
Nisa Investment Advisors
272
Nisa Investment Advisors
Missouri
$3.64K -$7.33K -193,678 -67%
Northwestern Mutual Wealth Management
273
Northwestern Mutual Wealth Management
Wisconsin
$3K -$18.2K -479 -86%
PCG
274
Private Capital Group
Connecticut
$3K -$2.53K -70 -46%
EFSCE
275
Enterprise Financial Services Corp (EFSC)
Missouri
$3K