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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.

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

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$13M
3
LPC
3
Long Pond Capital
New York
$0
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
WBC
451
Westpac Banking Corp
Australia
– -$1.23M -32,137 Closed
Citadel Advisors
452
Citadel Advisors
Florida
– -$1.17M -30,806 Closed
Simplex Trading
453
Simplex Trading
Illinois
– -$1.17M -30,596 Closed
PP
454
Prudential plc
United Kingdom
– -$1.01M -26,524 Closed
CHP
455
Castle Hook Partners
New York
– -$857K -22,482 Closed
PCIG
456
Partners Capital Investment Group
Massachusetts
– -$820K -21,512 Closed
Vontobel Holding
457
Vontobel Holding
Switzerland
– -$815K -21,382 Closed
ATPW
458
Ashton Thomas Private Wealth
Arizona
– -$711K -18,635 Closed
FC
459
FORA Capital
Florida
– -$625K -16,382 Closed
WAM
460
Wolverine Asset Management
Illinois
– -$473K -12,407 Closed
WB
461
WesBanco Bank
West Virginia
– -$435K -11,408 Closed
Group One Trading
462
Group One Trading
Illinois
– -$323K -8,479 Closed
Mitsubishi UFJ Trust & Banking
463
Mitsubishi UFJ Trust & Banking
Japan
– -$305K -7,990 Closed
Los Angeles Capital Management
464
Los Angeles Capital Management
California
– -$283K -7,432 Closed
BC
465
Bridgefront Capital
Texas
– -$269K -7,048 Closed
Wolverine Trading
466
Wolverine Trading
Illinois
– -$252K -6,608 Closed
Point72 Asset Management
467
Point72 Asset Management
Connecticut
– -$137K -3,594 Closed
VAG
468
VisionPoint Advisory Group
Texas
– -$20.6K -539 Closed
CAL
469
Capital Analysts LLC
Pennsylvania
– -$18K -476 Closed
RTC
470
Riverview Trust Company
Washington
– -$12.2K -320 Closed
MCM
471
Manchester Capital Management
Vermont
– -$10.8K -282 Closed
MAM
472
Marquette Asset Management
Minnesota
– -$9.65K -253 Closed
BAAM
473
Baker Avenue Asset Management
California
– -$2.52K -66 Closed
EARNEST Partners
474
EARNEST Partners
Georgia
– -$2.48K -65 Closed
LFA
475
LGT Financial Advisors
Texas
– -$2.29K -60 Closed
16 17 18
19
20