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Custom Truck One Source
CTOS

Overview Fund Activity

87 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
12
Increased
39
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
Canvas Wealth Advisors
Kansas
$20.6M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$52.9M
3
Vanguard Group
Vanguard Group
Pennsylvania
$18M
4
Citadel Advisors
Citadel Advisors
Florida
$5.99M
5
BlackRock
BlackRock
New York
$21.2M

Top Sellers

1
PCM
Portolan Capital Management
Massachusetts
$6.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$6.62M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$18.9M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$8.87M
5
ECM
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KCM
26
Kennedy Capital Management
Missouri
$2.75M -$19.4K -3,323 -0.7%
Charles Schwab
27
Charles Schwab
California
$2.59M +$406K +69,674 +19%
Citigroup
28
Citigroup
New York
$1.27M -$8.41K -1,443 -0.7%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$1.21M -$17.8K -3,051 -1%
BPA
30
Beacon Pointe Advisors
California
$1.21M -$5.22K -896 -0.4%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$1.1M +$152K +26,152 +16%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.1M -$417K -71,573 -28%
Janus Henderson Group
33
Janus Henderson Group
United Kingdom
$1.01M +$482K +82,763 +91%
BDF
34
Black Diamond Financial
Maryland
$1M – – –
BFC
35
Bedel Financial Consulting
Indiana
$643K -$67.7K -10,000 -10%
State of Wisconsin Investment Board
36
State of Wisconsin Investment Board
Wisconsin
$509K +$177K +30,371 +53%
Morgan Stanley
37
Morgan Stanley
New York
$506K +$52.8K +9,058 +12%
Barclays
38
Barclays
United Kingdom
$483K +$157K +26,938 +48%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$477K +$34.9K +5,993 +8%
SEI Investments
40
SEI Investments
Pennsylvania
$445K +$4.62K +792 +1%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$379K +$2.27K +389 +0.6%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$329K +$34.1K +5,863 +12%
Goldman Sachs
43
Goldman Sachs
New York
$317K +$58.4K +10,019 +23%
LPL Financial
44
LPL Financial
California
$313K +$27.2K +4,670 +10%
Jane Street
45
Jane Street
New York
$272K +$272K +46,655 New
GCP
46
GSA Capital Partners
United Kingdom
$245K +$180K +30,933 +277%
Deutsche Bank
47
Deutsche Bank
Germany
$236K -$13.2K -2,261 -5%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$216K +$753 +129 +0.3%
PAM
49
Panagora Asset Management
Massachusetts
$210K +$210K +35,969 New
AllianceBernstein
50
AllianceBernstein
Tennessee
$195K +$70.1K +12,000 +56%
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