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CubeSmart
CUBE

Overview Fund Activity

437 hedge funds and large institutions have $10.2B invested in CubeSmart in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 152 increasing their positions, 174 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
437
Holders Change
+24
Holders Change %
+5.81%
% of All Funds
6.41%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
65
Increased
152
Reduced
174
Closed
38
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
$445M
2
Morgan Stanley
Morgan Stanley
New York
$249M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$88.5M
4
RC
Resolution Capital
Australia
$184M
5
CIM
Centersquare Investment Management
Pennsylvania
$52.3M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
LPC
Long Pond Capital
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTL
276
Dynamic Technology Lab
Singapore
$561K -$67.1K -1,448 -11%
PNC Financial Services Group
277
PNC Financial Services Group
Pennsylvania
$560K -$69.9K -1,509 -11%
TPCW
278
TD Private Client Wealth
New York
$550K -$53.2K -1,147 -9%
ProShare Advisors
279
ProShare Advisors
Maryland
$548K -$14.5K -313 -3%
DADC
280
D.A. Davidson & Co
Montana
$517K -$118K -2,547 -19%
IAN
281
Integrated Advisors Network
Texas
$513K -$2.85M -61,438 -85%
DI
282
DFPG Investments
Utah
$511K -$5K -108 -1%
ET
283
Entropy Technologies
New York
$508K +$508K +10,953 New
NB
284
Norinchukin Bank
Japan
$500K -$20.3K -437 -4%
VIP
285
Vista Investment Partners
Oklahoma
$481K +$481K +10,380 New
CFG
286
Cooper Financial Group
California
$479K +$51.8K +1,118 +12%
VPIM
287
Vanguard Personalized Indexing Management
California
$461K -$313K -6,763 -40%
SIA
288
Sit Investment Associates
Minnesota
$461K – – –
SCM
289
Shelton Capital Management
Colorado
$452K -$30.3K -653 -6%
EL
290
EMFO LLC
Florida
$414K – – –
IA
291
IFG Advisory
Georgia
$402K +$17.2K +372 +4%
VA
292
Vident Advisory
Georgia
$398K -$11.4K -247 -3%
D.E. Shaw & Co
293
D.E. Shaw & Co
New York
$386K +$386K +8,319 New
Neuberger Berman Group
294
Neuberger Berman Group
New York
$385K -$113K -2,440 -23%
HCA
295
Harbour Capital Advisors
Virginia
$376K -$8.1K -175 -2%
Wealth Enhancement Advisory Services
296
Wealth Enhancement Advisory Services
Minnesota
$370K +$36.4K +786 +11%
CCP
297
Carmel Capital Partners
California
$369K +$73.1K +1,578 +25%
XF
298
XML Financial
Maryland
$329K -$22.4K -483 -6%
YMRC
299
Yorktown Management & Research Company
Virginia
$329K – – –
EWA
300
Exencial Wealth Advisors
Oklahoma
$324K -$47.1K -1,017 -13%
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12
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