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Custom Truck One Source
CTOS

Overview Fund Activity

89 hedge funds and large institutions have $1.28B invested in Custom Truck One Source in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
19
Increased
30
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
Canvas Wealth Advisors
Kansas
$15.6M
2
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$3.17M
3
ClearBridge Investments
ClearBridge Investments
New York
$13.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$49.3M
5
Citigroup
Citigroup
New York
$1.22M

Top Sellers

1
ZDA
Zweig-DiMenna Associates
New York
$0
2
Federated Hermes
Federated Hermes
Pennsylvania
$26.5M
3
ECM
ExodusPoint Capital Management
New York
$1.22M
4
AR
Advisory Research
Illinois
$0
5
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$2.66M +$108K +19,278 +4%
Charles Schwab
27
Charles Schwab
California
$2.1M -$35.9K -6,412 -2%
First Trust Advisors
28
First Trust Advisors
Illinois
$1.45M +$1.17M +209,415 +416%
Citigroup
29
Citigroup
New York
$1.22M +$1.21M +215,406 +6,757%
ECM
30
ExodusPoint Capital Management
New York
$1.22M -$2.45M -436,660 -67%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$1.18M -$619K -110,569 -34%
BPA
32
Beacon Pointe Advisors
California
$1.16M -$16.8K -3,004 -1%
IECM
33
Intrinsic Edge Capital Management
Illinois
$1.12M +$560K +100,000 +100%
BDF
34
Black Diamond Financial
Maryland
$962K +$841K +150,235 +696%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$914K -$88.7K -15,834 -9%
Marshall Wace
36
Marshall Wace
United Kingdom
$676K +$676K +120,392 New
BFC
37
Bedel Financial Consulting
Indiana
$588K +$69.4K +12,387 +13%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$508K +$508K +90,833 New
Morgan Stanley
39
Morgan Stanley
New York
$435K +$30.3K +5,413 +7%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$425K +$92.8K +16,571 +28%
SEI Investments
41
SEI Investments
Pennsylvania
$418K +$274K +49,486 +190%
Wells Fargo
42
Wells Fargo
California
$375K -$61.7K -11,041 -14%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$362K -$18.3K -3,263 -5%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$319K +$319K +57,000 New
Barclays
45
Barclays
United Kingdom
$313K +$260K +46,341 +487%
WB
46
WesBanco Bank
West Virginia
$311K – – –
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$284K +$51.5K +9,197 +22%
LPL Financial
48
LPL Financial
California
$274K +$274K +48,989 New
Goldman Sachs
49
Goldman Sachs
New York
$248K -$5.37K -961 -2%
Deutsche Bank
50
Deutsche Bank
Germany
$240K -$41.2K -7,330 -15%
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