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Custom Truck One Source
CTOS

88 hedge funds and large institutions have $1.58B invested in Custom Truck One Source in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more call options, than puts

Call options by funds: $658K | Put options by funds: $94K

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

62% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 21

21% more funds holding

Funds holding: 73 → 88 (+15)

1.81% more ownership

Funds ownership: 88.65% → 90.45% (+1.8%)

22% less capital invested

Capital invested by funds: $2.03B → $1.58B (-$450M)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
88
Holders Change
+15
Holders Change %
+20.55%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
25
Increased
34
Reduced
21
Closed
9
Calls
$658K
Puts
$94K
Net Calls
+$564K
Net Calls Change
-$146K

Top Buyers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
+$39.5M
2
GGHC
Gilder Gagnon Howe & Co
New York
+$13.5M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$11.3M
4
ACH
ArrowMark Colorado Holdings
Colorado
+$8.4M
5
Citadel Advisors
Citadel Advisors
Florida
+$6.89M

Top Sellers

Rank Fund Capital Flow
1
Blackstone Inc
Blackstone Inc
New York
-$106M
2
Wells Fargo
Wells Fargo
California
-$4.93M
3
Morgan Stanley
Morgan Stanley
New York
-$2.51M
4
MCM
Moore Capital Management
New York
-$1.77M
5
KCM
Kennedy Capital Management
Missouri
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
26
Brookfield Corp
Ontario, Canada
$3.21M +$3.46M +401,225 New
Charles Schwab
27
Charles Schwab
California
$2.75M +$40K +4,640 +1%
N
28
Nuveen
North Carolina
$1.95M -$482K -55,983 -19%
1CM
29
1492 Capital Management
Wisconsin
$1.69M +$1.82M +211,004 New
VAFP
30
Vahanian & Associates Financial Planning
New York
$1.45M +$1.56M +181,462 New
First Trust Advisors
31
First Trust Advisors
Illinois
$1.38M +$1.49M +172,398 New
BPA
32
Beacon Pointe Advisors
California
$1.32M +$190K +22,000 +15%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.1M +$166K +19,297 +16%
Morgan Stanley
34
Morgan Stanley
New York
$1.06M -$2.51M -290,913 -69%
BFC
35
Bedel Financial Consulting
Indiana
$852K +$354K +41,104 +63%
AR
36
Advisory Research
Illinois
$816K -$150K -17,406 -15%
IM
37
Islet Management
New York
$686K +$739K +85,758 New
Wells Fargo
38
Wells Fargo
California
$670K -$4.93M -572,729 -87%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$638K -$246K -28,548 -26%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$618K +$33.2K +3,851 +5%
CSS
41
Cubist Systematic Strategies
Connecticut
$482K +$419K +48,629 +418%
WB
42
WesBanco Bank
West Virginia
$445K +$479K +55,575 New
BDF
43
Black Diamond Financial
Maryland
$416K +$268K +31,159 +150%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$414K -$358K -41,600 -45%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$403K +$60.5K +7,020 +16%
Deutsche Bank
46
Deutsche Bank
Germany
$371K +$11.5K +1,336 +3%
IA
47
IndexIQ Advisors
New York
$361K -$25.1K -2,919 -6%
LPL Financial
48
LPL Financial
California
$359K -$7.6K -882 -2%
Goldman Sachs
49
Goldman Sachs
New York
$301K +$69.6K +8,080 +27%
Invesco
50
Invesco
Georgia
$295K -$1.69M -196,716 -84%
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CTOS Hedge Fund Activity: Q4 2021 in Review

88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2021, worth a combined $1.58B — down 22% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new CTOS positions and 9 closed out — a net gain of 16 holders — while 34 added to existing stakes and 21 trimmed.

The largest buyer was Federated Hermes, adding an estimated $39.5M. The largest seller was Blackstone Inc, cutting an estimated $106M.

  • 88 institutional investors held Custom Truck One Source (CTOS) as of Q4 2021, up from 73 in Q3 2021.
  • Funds reported $1.58B of Custom Truck One Source stock for Q4 2021, down 22% quarter-over-quarter.
  • 25 funds opened new Custom Truck One Source positions in Q4 2021 and 9 closed out, a net change of +16 holders.
  • The largest Custom Truck One Source buyer in Q4 2021 was Federated Hermes, an estimated $39.5M added.
  • The largest Custom Truck One Source seller in Q4 2021 was Blackstone Inc, an estimated $106M sold.

Based on aggregated 13F filings for Q4 2021.