We are live on ! Find out more
CTOS icon

Custom Truck One Source

36 hedge funds and large institutions have $126M invested in Custom Truck One Source in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 11 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 11

0.52% less ownership

Funds ownership: 79.02%78.5% (-0.52%)

3% less funds holding

Funds holding: 3736 (-1)

21% less capital invested

Capital invested by funds: $159M → $126M (-$33M)

Holders
36
Holders Change
-1
Holders Change %
-2.7%
% of All Funds
0.79%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
7
Increased
11
Reduced
11
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FC
26
Fore Capital
New York
$66K
Morgan Stanley
27
Morgan Stanley
New York
$54K -$959 -253 -2%
HSBC Holdings
28
HSBC Holdings
United Kingdom
$51K
Bank of America
29
Bank of America
North Carolina
$48K +$55.8K +14,727 New
JG
30
Jefferies Group
New York
$44K +$50.8K +13,418 New
BDF
31
Black Diamond Financial
Maryland
$41K +$1.52K +400 +3%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$20K +$16.5K +4,365 +267%
Citigroup
33
Citigroup
New York
$17K +$15.5K +4,086 +400%
UBS Group
34
UBS Group
Switzerland
$10K +$11.4K +3,011 New
Osaic Holdings
35
Osaic Holdings
Arizona
$7K +$7.76K +2,048 New
SCM
36
Shaolin Capital Management
Florida
-$206K -50,000 Closed
CC
37
Centiva Capital
New York
-$191K -46,444 Closed
Squarepoint
38
Squarepoint
New York
-$153K -37,160 Closed
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
-$133K -32,478 Closed
BGDI
40
BW Gestao de Investimentos
Brazil
-$45K -10,864 Closed
FIA
41
FNY Investment Advisers
New York
-$13.4K -3,542 -97%
TRCT
42
Tower Research Capital (TRC)
New York
-$1K -320 Closed

CTOS Hedge Fund Activity: Q1 2020 in Review

36 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q1 2020, worth a combined $126M — down 21% from $159M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new CTOS positions and 6 closed out — a net gain of 1 holder — while 11 added to existing stakes and 11 trimmed.

The largest buyer was Brigade Capital Management, opening a new position worth an estimated $663K. The largest seller was Brookfield Corp, cutting an estimated $526K.

  • 36 institutional investors held Custom Truck One Source (CTOS) as of Q1 2020, down from 37 in Q4 2019.
  • Funds reported $126M of Custom Truck One Source stock for Q1 2020, down 21% quarter-over-quarter.
  • 7 funds opened new Custom Truck One Source positions in Q1 2020 and 6 closed out, a net change of +1 holder.
  • The largest Custom Truck One Source buyer in Q1 2020 was Brigade Capital Management, an estimated $663K added.
  • The largest Custom Truck One Source seller in Q1 2020 was Brookfield Corp, an estimated $526K sold.

Based on aggregated 13F filings for Q1 2020.