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CubeSmart

359 hedge funds and large institutions have $9.29B invested in CubeSmart in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 154 increasing their positions, 95 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
359
Holders Change
+24
Holders Change %
+7.16%
% of All Funds
5.79%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
77
Increased
154
Reduced
95
Closed
47
Calls
$3.86M
Puts
$3.43M
Net Calls
+$431K
Net Calls Change
+$1.01M
Name Holding Trade Value Shares
Change
Shares
Change %
GWM
301
Geneos Wealth Management
Colorado
$52.4K
MCC
302
Money Concepts Capital
Florida
$51.1K +$8.05K +200 +19%
WT
303
Whittier Trust
California
$49.7K
DFCM
304
Dark Forest Capital Management
Puerto Rico
$49.5K +$22.9K +568 +86%
PA
305
PSI Advisors
Florida
$45.3K
QCG
306
Quadrant Capital Group
Ohio
$42.7K +$35K +869 +453%
FCA
307
FinTrust Capital Advisors
South Carolina
$39.1K +$4.03K +100 +11%
FHA
308
First Horizon Advisors
Tennessee
$36.1K -$2.78K -69 -7%
HWA
309
HHM Wealth Advisors
Tennessee
$31.3K
C
310
Covestor
United Kingdom
$30K +$18.1K +449 +152%
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$29.1K +$4.03K +100 +16%
AF
312
Allworth Financial
California
$28.8K +$10.9K +270 +61%
HNB
313
Huntington National Bank
Ohio
$28.5K +$885 +22 +3%
BONH
314
Bank of New Hampshire
New Hampshire
$28K -$5.31K -130 -16%
CAL
315
Capital Analysts LLC
Pennsylvania
$22K +$161 +4 +0.7%
FWM
316
Focused Wealth Management
New York
$20.1K
S
317
SignatureFD
Georgia
$19.8K -$15.5K -384 -44%
EI
318
Ellevest Inc
New York
$18.6K +$18.6K +462 New
NFSG
319
Newbridge Financial Services Group
Florida
$18.3K +$121 +3 +0.7%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$17.1K -$927 -23 -5%
JGIA
321
Jackson Grant Investment Advisers
Connecticut
$16.1K
CFB
322
Cullen/Frost Bankers
Texas
$14.1K
QL
323
Quarry LP
New York
$13.8K +$13.8K +343 New
LC
324
Lindbrook Capital
California
$13.5K -$845 -21 -6%
RTC
325
Riverview Trust Company
Washington
$13K +$13K +320 New