Custom Truck One Source
CTOS
37 hedge funds and large institutions have $159M invested in Custom Truck One Source in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 14 reducing their positions, and 8 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.06% less ownership
Funds ownership: 79.07% → 79.02% (-0.06%)
3% less funds holding
Funds holding: 38 → 37 (-1)
13% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 8
21% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 14
31% less capital invested
Capital invested by funds: $232M → $159M (-$72.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.62M |
| 2 |
SRF
Silver Rock Financial
Los Angeles,
California
|
+$1.22M |
| 3 |
CC
Centiva Capital
New York
|
+$203K |
| 4 |
Principal Financial Group
Des Moines,
Iowa
|
+$165K |
| 5 |
Squarepoint
New York
|
+$163K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KC
Kepos Capital
New York
|
-$1.29M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$1.2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$1.01M |
| 4 |
Citigroup
New York
|
-$980K |
| 5 |
Bank of New York Mellon
New York
|
-$733K |
CTOS Hedge Fund Activity: Q4 2019 in Review
37 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2019, worth a combined $159M — down 31% from $232M a quarter earlier.
Sellers outnumbered buyers: 8 funds closed out of CTOS and 7 opened new positions — a net loss of 1 holder — while 14 trimmed existing stakes and 11 added.
The largest buyer was Vanguard Group, adding an estimated $1.62M. The largest seller was Kepos Capital, exiting entirely with an estimated $1.29M sold.
- 37 institutional investors held Custom Truck One Source (CTOS) as of Q4 2019, down from 38 in Q3 2019.
- Funds reported $159M of Custom Truck One Source stock for Q4 2019, down 31% quarter-over-quarter.
- 7 funds opened new Custom Truck One Source positions in Q4 2019 and 8 closed out, a net change of -1 holder.
- The largest Custom Truck One Source buyer in Q4 2019 was Vanguard Group, an estimated $1.62M added.
- The largest Custom Truck One Source seller in Q4 2019 was Kepos Capital, an estimated $1.29M sold.
Based on aggregated 13F filings for Q4 2019.