We are live on ! Find out more
CUBE icon

CubeSmart
CUBE

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
CSS
151
Cubist Systematic Strategies
Connecticut
$3.68M -$251K -6,385 -7%
BMSSC
152
B. Metzler seel. Sohn & Co
Germany
$3.66M +$335K +8,530 +12%
VOYA Investment Management
153
VOYA Investment Management
Georgia
$3.55M -$3.29M -83,820 -52%
Osaic Holdings
154
Osaic Holdings
Arizona
$3.54M -$206K -5,233 -6%
CWM
155
CIBC World Markets
New York
$3.47M +$2.95M +74,968 New
WCM Investment Management
156
WCM Investment Management
California
$3.42M +$335K +8,530 +13%
HF
157
HRT Financial
New York
$3.38M +$2.86M +72,900 New
NA
158
Navellier & Associates
Nevada
$3.37M -$58.7K -1,493 -2%
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$3.35M -$141K -3,600 -5%
DSA
160
Davis Selected Advisers
Arizona
$3.34M -$995K -25,330 -26%
Verition Fund Management
161
Verition Fund Management
Connecticut
$3.34M +$2.51M +63,774 +778%
BAMF
162
BI Asset Management Fondsmaeglerselskab
Denmark
$3.23M +$2.74M +69,700 New
Jane Street
163
Jane Street
New York
$3.17M -$791K -20,134 -23%
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$3.15M -$148K -3,767 -5%
Handelsbanken Fonder
165
Handelsbanken Fonder
Sweden
$3.14M +$609K +15,500 +30%
TI
166
Tidal Investments
Wisconsin
$3.12M +$2.65M +67,375 New
Bank of Montreal
167
Bank of Montreal
Ontario, Canada
$3.08M -$815K -20,739 -24%
CCIA
168
Campbell & Co Investment Adviser
Maryland
$3.07M +$724K +18,422 +39%
UM
169
UniSuper Management
Australia
$2.96M – – –
PDN
170
Pensionfund DSM Netherlands
Netherlands
$2.96M +$118K +3,000 +5%
OPERF
171
Oregon Public Employees Retirement Fund
Oregon
$2.94M +$7.86K +200 +0.3%
LSERS
172
Louisiana State Employees Retirement System
Louisiana
$2.93M -$19.6K -500 -0.8%
ASRS
173
Arizona State Retirement System
Arizona
$2.91M -$44.4K -1,129 -2%
American Century Companies
174
American Century Companies
Missouri
$2.89M +$79.3K +2,017 +3%
BF
175
BOK Financial
Oklahoma
$2.84M +$4.91K +125 +0.2%
5 6
7
8 9

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.