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CubeSmart
CUBE

Overview Fund Activity

426 hedge funds and large institutions have $9.82B invested in CubeSmart in 2024 Q1 according to their latest regulatory filings, with 49 funds opening new positions, 164 increasing their positions, 140 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
426
Holders Change
-11
Holders Change %
-2.52%
% of All Funds
6.18%
Holding in Top 10
–
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
–
New
49
Increased
164
Reduced
140
Closed
58
Calls
$9.86M
Puts
$10.8M
Net Calls
-$969K
Net Calls Change
-$2.4M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$776M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
$82.3M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$83.5M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$257M
5
TCM
TimesSquare Capital Management
New York
$48.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$121M
2
Invesco
Invesco
Georgia
$162M
3
CIM
Centersquare Investment Management
Pennsylvania
$0
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$230M
5
State Street
State Street
Massachusetts
$519M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
326
KBC Group
Belgium
$207K +$21.5K +474 +12%
IA
327
Inspire Advisors
Idaho
$207K +$7.87K +174 +4%
CT
328
Colonial Trust
South Carolina
$195K +$104K +2,300 +116%
AAM
329
Advisors Asset Management
Colorado
$191K -$89.9K -1,988 -32%
IA
330
IFP Advisors
Florida
$181K +$17.2K +381 +11%
VEA
331
Virtus ETF Advisers
New York
$179K -$56.6K -1,251 -24%
CI Investments Inc
332
CI Investments Inc
Ontario, Canada
$178K +$48.2K +1,066 +37%
HCA
333
Harbor Capital Advisors
Illinois
$167K +$167K +3,703 New
AssetMark Inc
334
AssetMark Inc
California
$152K -$814 -18 -0.5%
Bessemer Group
335
Bessemer Group
New Jersey
$145K – – –
C
336
Covestor
United Kingdom
$119K +$12.5K +278 +12%
ETC
337
Exchange Traded Concepts
Oklahoma
$119K -$724 -16 -0.6%
WT
338
Washington Trust
Rhode Island
$113K – – –
EWP
339
Elevation Wealth Partners
California
$102K – – –
Fifth Third Bancorp
340
Fifth Third Bancorp
Ohio
$95.6K -$6.83K -151 -7%
HFM
341
Harvest Fund Management
China
$88K +$51.5K +1,138 +141%
SS
342
Sunbelt Securities
Texas
$84.7K -$1.4K -31 -2%
PTC
343
Private Trust Company
Ohio
$68.9K +$6.06K +134 +10%
TAM
344
Tucker Asset Management
Colorado
$63.9K – – –
QCG
345
Quadrant Capital Group
Ohio
$56.2K +$3.8K +84 +7%
Group One Trading
346
Group One Trading
Illinois
$56.1K +$56.1K +1,240 New
PA
347
PSI Advisors
Florida
$54.7K – – –
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$53K +$5.38K +118 +11%
CIBC Private Wealth Group
349
CIBC Private Wealth Group
Georgia
$49.8K +$49.8K +1,105 New
SPIA
350
Steward Partners Investment Advisory
New York
$48.2K -$8.23K -182 -15%
12 13
14
15 16