CUBE icon

CubeSmart
CUBE

Overview Fund Activity

413 hedge funds and large institutions have $8.47B invested in CubeSmart in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 155 increasing their positions, 160 reducing their positions, and 37 closing their positions.

Holders
413
Holders Change
+2
Holders Change %
+0.49%
% of All Funds
6.59%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
43
Increased
155
Reduced
160
Closed
37
Calls
$3.13M
Puts
$18.7M
Net Calls
-$15.6M
Net Calls Change
+$3.59M

Top Buyers

1
Deutsche Bank
1
Deutsche Bank
Germany
$117M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$83.3M
3
LPC
3
Long Pond Capital
New York
$60.7M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$149M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$34M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$168M
2
RC
2
Resolution Capital
Australia
$99.7M
3
Ameriprise
3
Ameriprise
Minnesota
$13.9M
4
ACM
4
AEW Capital Management
Massachusetts
$6.69M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$579M
Name Market Value Shares Shares
Change 		Shares
Change %
PI
351
PEAK6 Investments
Illinois
$44.7K 1,171 +1,171 New
HNB
352
Huntington National Bank
Ohio
$37.5K 984 +214 +28%
EBA
353
Eagle Bay Advisors
New York
$33.5K 878 -79 -8%
FCA
354
FinTrust Capital Advisors
South Carolina
$30.3K 794 -178 -18%
AF
355
Allworth Financial
California
$29.5K 774 +20 +3%
HWA
356
HHM Wealth Advisors
Tennessee
$25.8K 676 – –
JWM
357
Janiczek Wealth Management
Colorado
$24K 630 +328 +109%
PA
358
Parallel Advisors
California
$23.1K 605 +12 +2%
Northwestern Mutual Wealth Management
359
Northwestern Mutual Wealth Management
Wisconsin
$22K 576 +172 +43%
VAG
360
VisionPoint Advisory Group
Texas
$20.6K 539 +238 +79%
SC
361
SouthState Corp
Florida
$20.4K 536 – –
PTC
362
Private Trust Company
Ohio
$18.7K 491 – –
FFA
363
Farther Finance Advisors
California
$18.1K 474 +234 +98%
CAL
364
Capital Analysts LLC
Pennsylvania
$18K 476 +3 +0.6%
NFSG
365
Newbridge Financial Services Group
Florida
$17.6K 462 – –
BONH
366
Bank of New Hampshire
New Hampshire
$15.8K 415 -270 -39%
S
367
SignatureFD
Georgia
$15.4K 403 -123 -23%
JGIA
368
Jackson Grant Investment Advisers
Connecticut
$15.3K 400 – –
LC
369
Lindbrook Capital
California
$14K 368 +32 +10%
CA
370
Centerpoint Advisors
Massachusetts
$13K 346 – –
RTC
371
Riverview Trust Company
Washington
$12.2K 320 – –
NSIM
372
North Star Investment Management
Illinois
$11.4K 300 – –
MCM
373
Manchester Capital Management
Vermont
$10.8K 282 – –
MAM
374
Marquette Asset Management
Minnesota
$9.65K 253 – –
CTC
375
Central Trust Company
Missouri
$8.39K 220 – –
13 14
15
16 17