CTOS icon

Custom Truck One Source
CTOS

Overview Fund Activity

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
Holders
88
Holders Change
+15
Holders Change %
+20.55%
% of All Funds
1.36%
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

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$42.9M
2
GGHC
2
Gilder Gagnon Howe & Co
New York
$32.4M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$46.3M
4
ACH
4
ArrowMark Colorado Holdings
Colorado
$7.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$7.44M

Top Sellers

1
Blackstone Inc
1
Blackstone Inc
New York
$14.8M
2
Wells Fargo
2
Wells Fargo
California
$670K
3
Morgan Stanley
3
Morgan Stanley
New York
$1.06M
4
MCM
4
Moore Capital Management
New York
$0
5
KCM
5
Kennedy Capital Management
Missouri
$3.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
26
Brookfield Corp
Ontario, Canada
$3.21M +$3.21M +401,225 New
Charles Schwab
27
Charles Schwab
California
$2.75M +$37.1K +4,640 +1%
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$1.95M -$448K -55,983 -19%
1CM
29
1492 Capital Management
Wisconsin
$1.69M +$1.69M +211,004 New
VAFP
30
Vahanian & Associates Financial Planning
New York
$1.45M +$1.45M +181,462 New
First Trust Advisors
31
First Trust Advisors
Illinois
$1.38M +$1.38M +172,398 New
BPA
32
Beacon Pointe Advisors
California
$1.32M +$176K +22,000 +15%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.1M +$154K +19,297 +16%
Morgan Stanley
34
Morgan Stanley
New York
$1.06M -$2.32M -290,913 -69%
BFC
35
Bedel Financial Consulting
Indiana
$852K +$329K +41,104 +63%
AR
36
Advisory Research
Illinois
$816K -$139K -17,406 -15%
IM
37
Islet Management
New York
$686K +$686K +85,758 New
Wells Fargo
38
Wells Fargo
California
$670K -$4.58M -572,729 -87%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$638K -$228K -28,548 -26%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$618K +$30.8K +3,851 +5%
CSS
41
Cubist Systematic Strategies
Connecticut
$482K +$389K +48,629 +418%
WB
42
WesBanco Bank
West Virginia
$445K +$445K +55,575 New
BDF
43
Black Diamond Financial
Maryland
$416K +$249K +31,159 +150%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$414K -$333K -41,600 -45%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$403K +$56.2K +7,020 +16%
Deutsche Bank
46
Deutsche Bank
Germany
$371K +$10.7K +1,336 +3%
IA
47
IndexIQ Advisors
New York
$361K -$23.3K -2,919 -6%
LPL Financial
48
LPL Financial
California
$359K -$7.06K -882 -2%
Goldman Sachs
49
Goldman Sachs
New York
$301K +$64.7K +8,080 +27%
Invesco
50
Invesco
Georgia
$295K -$1.58M -196,716 -84%
1
2
3 4