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CubeSmart

257 hedge funds and large institutions have $5.72B invested in CubeSmart in 2016 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 94 increasing their positions, 98 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,027% more call options, than puts

Call options by funds: $34.8M | Put options by funds: $3.09M

75% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 24

7% more funds holding

Funds holding: 241257 (+16)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.58% less ownership

Funds ownership: 104.89%104.31% (-0.58%)

4% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 98

6% less capital invested

Capital invested by funds: $6.08B → $5.72B (-$360M)

Holders
257
Holders Change
+16
Holders Change %
+6.64%
% of All Funds
6.86%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
42
Increased
94
Reduced
98
Closed
24
Calls
$34.8M
Puts
$3.09M
Net Calls
+$31.7M
Net Calls Change
-$3.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$812M +$21.4M +684,804 +3%
Cohen & Steers
2
Cohen & Steers
New York
$610M -$47.6M -1,525,719 -7%
LIMS
3
Lasalle Investment Management Securities
Maryland
$298M +$71.6M +2,296,747 +31%
Principal Financial Group
4
Principal Financial Group
Iowa
$248M -$13.3M -427,655 -5%
Invesco
5
Invesco
Georgia
$236M +$112M +3,603,723 +90%
BIT
6
BlackRock Institutional Trust
California
$200M -$77.8K -2,495 -0%
CIMLRA
7
CBRE Investment Management Listed Real Assets
Pennsylvania
$200M +$23.5M +753,661 +13%
Daiwa Securities Group
8
Daiwa Securities Group
Japan
$187M -$29M -928,659 -13%
State Street
9
State Street
Massachusetts
$162M -$27.4M -878,418 -14%
Goldman Sachs
10
Goldman Sachs
New York
$137M -$16.8M -539,408 -11%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$136M +$45M +1,442,685 +49%
ACM
12
AEW Capital Management
Massachusetts
$113M -$2.95M -94,600 -3%
BFA
13
BlackRock Fund Advisors
California
$89.7M -$78.7M -2,523,329 -46%
Deutsche Bank
14
Deutsche Bank
Germany
$85.8M -$22.6M -724,753 -21%
Morgan Stanley
15
Morgan Stanley
New York
$82.6M +$49.8M +1,596,365 +148%
O
16
OppenheimerFunds
New York
$77.7M +$50.9M +1,633,237 +185%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$71.8M +$2.49M +79,734 +4%
SAMC
18
Shinko Asset Management Company
Japan
$68M +$5.61K +180 +0%
Bank of America
19
Bank of America
North Carolina
$66.2M -$2.54M -81,539 -4%
Northern Trust
20
Northern Trust
Illinois
$59.2M -$34.4M -1,104,484 -37%
UIC
21
Uniplan Investment Counsel
Wisconsin
$51.6M +$5.55M +177,826 +12%
EAM
22
Eagle Asset Management
Florida
$50.3M -$977K -31,333 -2%
Ameriprise
23
Ameriprise
Minnesota
$49.9M -$4.25M -136,300 -8%
RC
24
Resolution Capital
Australia
$48M +$16.2M +519,764 +50%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$44.5M -$388K -12,439 -0.9%

CUBE Hedge Fund Activity: Q2 2016 in Review

257 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q2 2016, worth a combined $5.72B — down 5.9% from $6.08B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new CUBE positions and 24 closed out — a net gain of 18 holders — while 94 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $112M. The largest seller was BlackRock Fund Advisors, cutting an estimated $78.7M.

  • 257 institutional investors held CubeSmart (CUBE) as of Q2 2016, up from 241 in Q1 2016.
  • Funds reported $5.72B of CubeSmart stock for Q2 2016, down 5.9% quarter-over-quarter.
  • 42 funds opened new CubeSmart positions in Q2 2016 and 24 closed out, a net change of +18 holders.
  • The largest CubeSmart buyer in Q2 2016 was Invesco, an estimated $112M added.
  • The largest CubeSmart seller in Q2 2016 was BlackRock Fund Advisors, an estimated $78.7M sold.

Based on aggregated 13F filings for Q2 2016.