CUBE icon

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.

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

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
$38.3M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$13M
3
LPC
Long Pond Capital
New York
$0
4
Fidelity Investments
Fidelity Investments
Massachusetts
$652M
5
AllianceBernstein
AllianceBernstein
Tennessee
$103M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYIA
201
Mount Yale Investment Advisors
Colorado
$1.54M +$358K +7,734 +30%
PCA
202
Pallas Capital Advisors
Massachusetts
$1.52M -$1.01M -21,865 -40%
HCP
203
Holt Capital Partners
Texas
$1.5M +$6.95K +150 +0.5%
PS
204
Presima Securities
Quebec, Canada
$1.5M -$25K -540 -2%
BPCE
205
Bank Pictet & Cie (Europe)
Germany
$1.49M -$15.6K -337 -1%
HighTower Advisors
206
HighTower Advisors
Illinois
$1.49M +$38.1K +822 +3%
LAM
207
LECAP Asset Management
United Kingdom
$1.37M +$1.37M +29,548 New
DCM
208
Decatur Capital Management
Georgia
$1.36M +$29.5K +637 +2%
M&T Bank
209
M&T Bank
New York
$1.31M -$21.7K -469 -2%
X
210
Xponance
Pennsylvania
$1.3M +$9.78K +211 +0.8%
NAM
211
Nissay Asset Management
Japan
$1.29M +$44.3K +956 +4%
PS
212
Pensionfund Sabic
Netherlands
$1.28M – – –
Susquehanna International Group
213
Susquehanna International Group
Pennsylvania
$1.26M +$503K +10,860 +67%
ELI
214
Empire Life Investments
Ontario, Canada
$1.23M +$23.8K +513 +2%
HI
215
Handelsinvest Investeringsforvaltning
Denmark
$1.21M +$1.21M +26,082 New
NYLIM
216
New York Life Investment Management
New York
$1.18M +$1.18M +25,468 New
NGA
217
Naples Global Advisors
Florida
$1.14M +$228K +4,865 +25%
WIA
218
World Investment Advisors
California
$1.13M +$1.13M +24,450 New
AG
219
Algert Global
California
$1.13M +$740K +15,970 +191%
CA
220
CoreCap Advisors
Michigan
$1.13M +$133K +2,860 +13%
US Bancorp
221
US Bancorp
Minnesota
$1.1M -$92.6K -1,998 -8%
OTL
222
Oak Thistle LLC
New York
$1.1M +$265K +5,725 +32%
EP
223
Edgestream Partners
New Jersey
$1.09M +$1.09M +23,443 New
BCM
224
Bayesian Capital Management
New York
$1.02M +$1.02M +22,100 New
FDCDDQ
225
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.02M -$260K -5,600 -20%
7 8
9
10 11