CubeSmart
CUBE
448 hedge funds and large institutions have $11.8B invested in CubeSmart in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 174 increasing their positions, 150 reducing their positions, and 34 closing their positions.
240% more call options, than puts
Call options by funds: $5.44M | Put options by funds: $1.6M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
85% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 34
19% more capital invested
Capital invested by funds: $9.84B → $11.8B (+$1.92B)
16% more repeat investments, than reductions
Existing positions increased: 174 | Existing positions reduced: 150
6% more funds holding
Funds holding: 422 → 448 (+26)
0.16% more ownership
Funds ownership: 96.89% → 97.05% (+0.16%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$65.9M |
| 2 |
UBS AM
Chicago,
Illinois
|
+$63.7M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$51.4M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$41.2M |
| 5 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
-$84.9M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$72.8M |
| 3 |
JP Morgan Chase
New York
|
-$43.1M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$41.8M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$27.5M |
CUBE Hedge Fund Activity: Q3 2024 in Review
448 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in CubeSmart (CUBE) for Q3 2024, worth a combined $11.8B — up 19% from $9.84B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new CUBE positions and 34 closed out — a net gain of 29 holders — while 174 added to existing stakes and 150 trimmed.
The largest buyer was BlackRock, adding an estimated $65.9M. The largest seller was Truist Financial, cutting an estimated $84.9M.
- 448 institutional investors held CubeSmart (CUBE) as of Q3 2024, up from 422 in Q2 2024.
- Funds reported $11.8B of CubeSmart stock for Q3 2024, up 19% quarter-over-quarter.
- 63 funds opened new CubeSmart positions in Q3 2024 and 34 closed out, a net change of +29 holders.
- The largest CubeSmart buyer in Q3 2024 was BlackRock, an estimated $65.9M added.
- The largest CubeSmart seller in Q3 2024 was Truist Financial, an estimated $84.9M sold.
Based on aggregated 13F filings for Q3 2024.