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CubeSmart
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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 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 39

30% more call options, than puts

Call options by funds: $6.15M | Put options by funds: $4.72M

21% more capital invested

Capital invested by funds: $8.47B → $10.2B (+$1.76B)

6% more funds holding

Funds holding: 414 → 437 (+23)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.63% less ownership

Funds ownership: 98.69% → 98.06% (-0.63%)

13% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 174

Holders
437
Holders Change
+23
Holders Change %
+5.56%
% of All Funds
6.37%
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
39
Calls
$6.15M
Puts
$4.72M
Net Calls
+$1.43M
Net Calls Change
+$17M

Top Buyers

1
Norges Bank
Norges Bank
Norway
+$87.7M
2
Morgan Stanley
Morgan Stanley
New York
+$82.9M
3
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
+$75M
4
RC
Resolution Capital
Australia
+$53M
5
CIM
Centersquare Investment Management
Pennsylvania
+$39.5M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$140M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$74.9M
3
LPC
Long Pond Capital
New York
-$60.7M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$44.3M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$44M
Name Holding Trade Value Shares
Change 		Change in
Stake
WBC
451
Westpac Banking Corp
Australia
– -$1.23M -32,137 Closed
Citadel Advisors
452
Citadel Advisors
Florida
– -$1.21M -30,806 Closed
Simplex Trading
453
Simplex Trading
Illinois
– -$1.2M -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
– -$333K -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
LSA
465
Leonteq Securities AG
Switzerland
– -$271K -7,096 Closed
BC
466
Bridgefront Capital
Texas
– -$269K -7,048 Closed
Wolverine Trading
467
Wolverine Trading
Illinois
– -$260K -6,608 Closed
Point72 Asset Management
468
Point72 Asset Management
Connecticut
– -$137K -3,594 Closed
VAG
469
VisionPoint Advisory Group
Texas
– -$20.6K -539 Closed
CAL
470
Capital Analysts LLC
Pennsylvania
– -$18K -476 Closed
RTC
471
Riverview Trust Company
Washington
– -$12.2K -320 Closed
MCM
472
Manchester Capital Management
Vermont
– -$10.8K -282 Closed
MAM
473
Marquette Asset Management
Minnesota
– -$9.65K -253 Closed
BAAM
474
Baker Avenue Asset Management
California
– -$2.52K -66 Closed
EARNEST Partners
475
EARNEST Partners
Georgia
– -$2.48K -65 Closed
16 17 18
19
20

CUBE Hedge Fund Activity: Q4 2023 in Review

437 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q4 2023, worth a combined $10.2B — up 21% from $8.47B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new CUBE positions and 39 closed out — a net gain of 26 holders — while 152 added to existing stakes and 174 trimmed.

The largest buyer was Norges Bank, adding an estimated $87.7M. The largest seller was Principal Financial Group, cutting an estimated $140M.

  • 437 institutional investors held CubeSmart (CUBE) as of Q4 2023, up from 414 in Q3 2023.
  • Funds reported $10.2B of CubeSmart stock for Q4 2023, up 21% quarter-over-quarter.
  • 65 funds opened new CubeSmart positions in Q4 2023 and 39 closed out, a net change of +26 holders.
  • The largest CubeSmart buyer in Q4 2023 was Norges Bank, an estimated $87.7M added.
  • The largest CubeSmart seller in Q4 2023 was Principal Financial Group, an estimated $140M sold.

Based on aggregated 13F filings for Q4 2023.