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Custom Truck One Source
CTOS

Overview Fund Activity

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
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

Top Buyers

1
PEA
Platinum Equity Advisors
California
$1.41B
2
Blackstone Inc
Blackstone Inc
New York
$135M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$66.6M
4
GGHC
Gilder Gagnon Howe & Co
New York
$21.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
$12.9M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$6.84M
2
PCM
Portolan Capital Management
Massachusetts
$9.85M
3
PI
Putnam Investments
Massachusetts
$1.25M
4
SRF
Silver Rock Financial
California
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$1.67M +$468K +49,150 +39%
PI
27
Putnam Investments
Massachusetts
$1.25M -$1.24M -130,500 -50%
ClearBridge Investments
28
ClearBridge Investments
New York
$1.17M +$774K +81,353 +194%
WCA
29
Windsor Creek Advisors
Vermont
$1.02M +$1.02M +106,670 New
Deutsche Bank
30
Deutsche Bank
Germany
$574K +$319K +33,566 +125%
Renaissance Technologies
31
Renaissance Technologies
New York
$573K -$280K -29,400 -33%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$572K +$572K +60,131 New
Two Sigma Investments
33
Two Sigma Investments
New York
$525K +$525K +55,156 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$462K +$17.3K +1,815 +4%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$415K -$8.26K -867 -2%
LPL Financial
36
LPL Financial
California
$414K +$28.4K +2,983 +7%
IA
37
IndexIQ Advisors
New York
$412K -$10.3K -1,080 -2%
OQS
38
Occudo Quantitative Strategies
Florida
$400K +$400K +42,059 New
Nuveen Asset Management
39
Nuveen Asset Management
Illinois
$339K +$40.1K +4,210 +13%
Charles Schwab
40
Charles Schwab
California
$328K – – –
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$260K +$260K +27,361 New
JF
42
Jump Financial
Illinois
$256K +$256K +26,900 New
M&T Bank
43
M&T Bank
New York
$252K +$97.5K +10,233 +63%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$252K +$252K +26,500 New
Ameriprise
45
Ameriprise
Minnesota
$207K -$46.3K -4,814 -18%
BFC
46
Bedel Financial Consulting
Indiana
$198K +$23.6K +2,475 +14%
BDF
47
Black Diamond Financial
Maryland
$198K +$81.9K +8,600 +70%
CSS
48
Cubist Systematic Strategies
Connecticut
$185K +$185K +19,416 New
AQR Capital Management
49
AQR Capital Management
Connecticut
$185K +$185K +19,419 New
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$172K +$172K +18,031 New
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