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Custom Truck One Source
CTOS

Overview Fund Activity

84 hedge funds and large institutions have $1.91B invested in Custom Truck One Source in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-4
Holders Change %
-4.55%
% of All Funds
1.33%
Holding in Top 10
6
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
12
Increased
34
Reduced
30
Closed
16
Calls
$113K
Puts
–
Net Calls
+$113K
Net Calls Change
-$451K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$71.7M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$16.6M
3
CWA
Canvas Wealth Advisors
Kansas
$7.61M
4
BlackRock
BlackRock
New York
$28M
5
Invesco
Invesco
Georgia
$1.69M

Top Sellers

1
Blackstone Inc
Blackstone Inc
New York
$0
2
ZDA
Zweig-DiMenna Associates
New York
$6.21M
3
BC
Brookfield Corp
Ontario, Canada
$0
4
Vanguard Group
Vanguard Group
Pennsylvania
$24M
5
Federated Hermes
Federated Hermes
Pennsylvania
$43.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$4.09M +$539K +64,212 +15%
KCM
27
Kennedy Capital Management
Missouri
$3.82M +$418K +49,852 +12%
Charles Schwab
28
Charles Schwab
California
$3.2M +$309K +36,840 +11%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$2.69M +$644K +76,744 +31%
BPA
30
Beacon Pointe Advisors
California
$1.77M +$385K +45,872 +28%
Invesco
31
Invesco
Georgia
$1.69M +$1.38M +164,142 +446%
AR
32
Advisory Research
Illinois
$1.53M +$677K +80,726 +79%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$1.5M +$348K +41,447 +30%
1CM
34
1492 Capital Management
Wisconsin
$1.08M -$688K -81,946 -39%
IECM
35
Intrinsic Edge Capital Management
Illinois
$839K +$839K +100,000 New
VAFP
36
Vahanian & Associates Financial Planning
New York
$823K -$700K -83,375 -46%
BFC
37
Bedel Financial Consulting
Indiana
$777K -$118K -14,000 -13%
Wells Fargo
38
Wells Fargo
California
$656K -$47.3K -5,632 -7%
Morgan Stanley
39
Morgan Stanley
New York
$607K -$505K -60,188 -45%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$569K -$77.9K -9,292 -12%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$498K +$75.5K +8,994 +18%
WB
42
WesBanco Bank
West Virginia
$466K – – –
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$433K +$433K +51,596 New
First Trust Advisors
44
First Trust Advisors
Illinois
$422K -$1.02M -122,093 -71%
Deutsche Bank
45
Deutsche Bank
Germany
$420K +$31.4K +3,743 +8%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$401K -$32.7K -3,900 -8%
GL
47
Graypoint LLC
New York
$382K +$382K +45,525 New
Goldman Sachs
48
Goldman Sachs
New York
$380K +$64.7K +7,719 +21%
JPMorgan Chase & Co
49
JPMorgan Chase & Co
New York
$349K +$93K +11,063 +36%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$310K +$120K +14,234 +63%
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