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CubeSmart
CUBE

293 hedge funds and large institutions have $6.67B invested in CubeSmart in 2019 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 101 increasing their positions, 98 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 20

75% more call options, than puts

Call options by funds: $971K | Put options by funds: $555K

12% more funds holding

Funds holding: 262 → 293 (+31)

4% more capital invested

Capital invested by funds: $6.43B → $6.67B (+$233M)

3% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 98

2.87% less ownership

Funds ownership: 102.12% → 99.26% (-2.9%)

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
293
Holders Change
+31
Holders Change %
+11.83%
% of All Funds
6.43%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
53
Increased
101
Reduced
98
Closed
20
Calls
$971K
Puts
$555K
Net Calls
+$416K
Net Calls Change
-$333K

Top Buyers

1
Boston Partners
Boston Partners
Massachusetts
+$80.5M
2
RC
Resolution Capital
Australia
+$54.4M
3
N
Nuveen
North Carolina
+$31.8M
4
JP Morgan Chase
JP Morgan Chase
New York
+$28.2M
5
Goldman Sachs
Goldman Sachs
New York
+$25.5M

Top Sellers

1
Deutsche Bank
Deutsche Bank
Germany
-$98.4M
2
BC
Brookfield Corp
Ontario, Canada
-$82.4M
3
CIM
Centersquare Investment Management
Pennsylvania
-$44.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$29.7M
5
Millennium Management
Millennium Management
New York
-$27M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$60.3M -$2.3M -65,799 -4%
Northern Trust
27
Northern Trust
Illinois
$56.4M +$1.79M +51,304 +3%
RC
28
Resolution Capital
Australia
$54.5M +$54.4M +1,560,468 New
Bank of America
29
Bank of America
North Carolina
$54.3M +$1.85M +53,105 +4%
DPIM
30
Duff & Phelps Investment Management
Illinois
$53.1M +$530K +15,200 +1%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$49.6M -$7.06M -202,219 -12%
ACM
32
Adelante Capital Management
California
$46.3M -$593K -16,981 -1%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$46M +$9.24M +264,930 +25%
ACI
34
AMP Capital Investors
Australia
$44.7M -$5.64M -161,780 -11%
HSBC Holdings
35
HSBC Holdings
United Kingdom
$42.2M +$1.6M +45,843 +4%
Allianz Asset Management
36
Allianz Asset Management
Germany
$41.8M -$7.67M -219,935 -16%
ESCM
37
Echo Street Capital Management
New York
$39.7M +$20.9M +598,925 +111%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$34M +$7.58M +217,183 +29%
UBS AM
39
UBS AM
Illinois
$33.8M +$3.2M +91,631 +10%
CC
40
Carlson Capital
Texas
$33.4M -$4.37M -125,200 -12%
Invesco
41
Invesco
Georgia
$32.9M -$9.09M -260,522 -22%
Legal & General Group
42
Legal & General Group
United Kingdom
$31.8M +$2.52M +72,330 +9%
Ameriprise
43
Ameriprise
Minnesota
$30.4M -$401K -11,487 -1%
UIC
44
Uniplan Investment Counsel
Wisconsin
$26.5M -$758K -21,723 -3%
BTW
45
Boston Trust Walden
Massachusetts
$25.4M +$792K +22,690 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$24.2M +$11.3M +322,812 +87%
CS
47
Credit Suisse
Switzerland
$23.5M -$9.7M -278,064 -29%
SEI Investments
48
SEI Investments
Pennsylvania
$23.3M +$4.54M +130,166 +24%
SCRM
49
Security Capital Research & Management
Illinois
$22.8M +$22.7M +651,875 New
NIPH
50
NN Investment Partners Holdings
Netherlands
$19.9M -$182K -5,216 -0.9%
1
2
3 4 5

CUBE Hedge Fund Activity: Q3 2019 in Review

293 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2019, worth a combined $6.67B — up 3.6% from $6.43B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new CUBE positions and 20 closed out — a net gain of 33 holders — while 101 added to existing stakes and 98 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $80.5M. The largest seller was Deutsche Bank, cutting an estimated $98.4M.

  • 293 institutional investors held CubeSmart (CUBE) as of Q3 2019, up from 262 in Q2 2019.
  • Funds reported $6.67B of CubeSmart stock for Q3 2019, up 3.6% quarter-over-quarter.
  • 53 funds opened new CubeSmart positions in Q3 2019 and 20 closed out, a net change of +33 holders.
  • The largest CubeSmart buyer in Q3 2019 was Boston Partners, an estimated $80.5M added.
  • The largest CubeSmart seller in Q3 2019 was Deutsche Bank, an estimated $98.4M sold.

Based on aggregated 13F filings for Q3 2019.