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CubeSmart

389 hedge funds and large institutions have $12.2B invested in CubeSmart in 2021 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 163 increasing their positions, 90 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
389
Holders Change
+60
Holders Change %
+18.24%
% of All Funds
6.01%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
93
Increased
163
Reduced
90
Closed
30
Calls
$17.5M
Puts
$3.92M
Net Calls
+$13.6M
Net Calls Change
-$4.39M
Name Holding Trade Value Shares
Change
Shares
Change %
EWM
376
Endurance Wealth Management
Rhode Island
$2K
CWP
377
Concord Wealth Partners
Virginia
$2K
SIS
378
Sound Income Strategies
Florida
$2K
EWA
379
EverSource Wealth Advisors
Alabama
$2K +$2K +38 New
APA
380
American Portfolios Advisors
New York
$1.31K +$285 +5 +28%
GWS
381
Glassman Wealth Services
Virginia
$1K
BWA
382
BDO Wealth Advisors
Florida
$1K +$1K +16 New
LPWM
383
Lake Point Wealth Management
Texas
$1K +$1K +20 New
MPWT
384
MassMutual Private Wealth & Trust
Connecticut
$1K +$1K +23 New
CP
385
Castleview Partners
Texas
$295 +$295 +16,788 New
Manulife (Manufacturers Life Insurance)
386
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$213 +$213 +3,744 New
FGAM
387
Financial Gravity Asset Management
Texas
$53 +$53 +226 +11,300%
SBH
388
Segall Bryant & Hamill
Illinois
-$9.98M -206,315 Closed
Walleye Capital
389
Walleye Capital
New York
-$8.45K -174,441 Closed
CAM
390
Congress Asset Management
Massachusetts
-$4.64M -95,702 Closed
BP
391
BBR Partners
New York
-$3.96M -81,706 Closed
NEI
392
Northwest & Ethical Investments
Ontario, Canada
-$2.43M -50,070 Closed
MAM
393
Meeder Asset Management
Ohio
-$2.26M -46,672 Closed
BAM
394
Blueshift Asset Management
New Jersey
-$2.2M -45,476 Closed
ECM
395
EII Capital Management
New York
-$1.38M -28,550 Closed
AA
396
ALPS Advisors
Colorado
-$978K -20,175 Closed
TCM
397
Teza Capital Management
Illinois
-$552K -11,399 Closed
JG
398
Jefferies Group
New York
-$497K -10,266 Closed
DT
399
Diversified Trust
Tennessee
-$353K -7,287 Closed
LNC
400
Lincoln National Corp
Pennsylvania
-$343K -7,084 Closed