We are live on ! Find out more
CTOS icon

Custom Truck One Source

71 hedge funds and large institutions have $2.03B invested in Custom Truck One Source in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

507% more call options, than puts

Call options by funds: $923K | Put options by funds: $152K

463% more capital invested

Capital invested by funds: $360M → $2.03B (+$1.67B)

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

13% more funds holding

Funds holding: 6371 (+8)

8% more ownership

Funds ownership: 78.36%86.35% (+8%)

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.24%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
21
Increased
27
Reduced
16
Closed
13
Calls
$923K
Puts
$152K
Net Calls
+$771K
Net Calls Change
-$207K
Name Holding Trade Value Shares
Change
Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$1.67M +$483K +49,150 +39%
PI
27
Putnam Investments
Massachusetts
$1.25M -$1.28M -130,500 -50%
ClearBridge Investments
28
ClearBridge Investments
New York
$1.17M +$799K +81,353 +194%
WCA
29
Windsor Creek Advisors
Vermont
$1.01M +$1.05M +106,670 New
Deutsche Bank
30
Deutsche Bank
Germany
$574K +$330K +33,566 +125%
Renaissance Technologies
31
Renaissance Technologies
New York
$573K -$289K -29,400 -33%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$572K +$591K +60,131 New
Two Sigma Investments
33
Two Sigma Investments
New York
$525K +$542K +55,156 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$462K +$17.8K +1,815 +4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$415K -$8.52K -867 -2%
LPL Financial
36
LPL Financial
California
$414K +$29.3K +2,983 +7%
IA
37
IndexIQ Advisors
New York
$412K -$10.6K -1,080 -2%
OQS
38
Occudo Quantitative Strategies
Florida
$400K +$413K +42,059 New
N
39
Nuveen
North Carolina
$339K +$41.4K +4,210 +13%
Charles Schwab
40
Charles Schwab
California
$328K
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$260K +$269K +27,361 New
JF
42
Jump Financial
Illinois
$256K +$264K +26,900 New
M&T Bank
43
M&T Bank
New York
$252K +$101K +10,233 +63%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$252K +$260K +26,500 New
Ameriprise
45
Ameriprise
Minnesota
$207K -$47.3K -4,814 -18%
BFC
46
Bedel Financial Consulting
Indiana
$198K +$24.3K +2,475 +14%
BDF
47
Black Diamond Financial
Maryland
$198K +$84.5K +8,600 +70%
CSS
48
Cubist Systematic Strategies
Connecticut
$185K +$191K +19,416 New
AQR Capital Management
49
AQR Capital Management
Connecticut
$185K +$191K +19,419 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$172K +$177K +18,031 New

CTOS Hedge Fund Activity: Q2 2021 in Review

71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2021, worth a combined $2.03B — up 463% from $360M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new CTOS positions and 13 closed out — a net gain of 8 holders — while 27 added to existing stakes and 16 trimmed.

The largest buyer was Platinum Equity Advisors, opening a new position worth an estimated $1.46B. The largest seller was Citadel Advisors, cutting an estimated $2.83M.

  • 71 institutional investors held Custom Truck One Source (CTOS) as of Q2 2021, up from 63 in Q1 2021.
  • Funds reported $2.03B of Custom Truck One Source stock for Q2 2021, up 463% quarter-over-quarter.
  • 21 funds opened new Custom Truck One Source positions in Q2 2021 and 13 closed out, a net change of +8 holders.
  • The largest Custom Truck One Source buyer in Q2 2021 was Platinum Equity Advisors, an estimated $1.46B added.
  • The largest Custom Truck One Source seller in Q2 2021 was Citadel Advisors, an estimated $2.83M sold.

Based on aggregated 13F filings for Q2 2021.