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Custom Truck One Source
CTOS

Overview Fund Activity

86 hedge funds and large institutions have $1.45B invested in Custom Truck One Source in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 32 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
27
Reduced
32
Closed
11
Calls
$290K
Puts
$1K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$2.78M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$4.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.6M
4
BlackRock
4
BlackRock
New York
$23.5M
5
WB
5
WesBanco Bank
West Virginia
$479K

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$19.2M
2
HCM
2
Hawkeye Capital Management
Florida
$19.7M
3
KCM
3
Kennedy Capital Management
Missouri
$606K
4
PCM
4
Portolan Capital Management
Massachusetts
$6.58M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$19.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$3.1M +$37.1K +5,864 +1%
Charles Schwab
27
Charles Schwab
California
$2.89M +$86.3K +13,661 +3%
First Trust Advisors
28
First Trust Advisors
Illinois
$2.78M +$1.59M +251,954 +134%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$1.56M +$366K +57,837 +31%
Citigroup
30
Citigroup
New York
$1.37M -$3.17K -501 -0.2%
BPA
31
Beacon Pointe Advisors
California
$814K -$494K -78,190 -38%
BDF
32
Black Diamond Financial
Maryland
$801K -$285K -45,100 -26%
Barclays
33
Barclays
United Kingdom
$608K +$85.2K +13,492 +16%
KCM
34
Kennedy Capital Management
Missouri
$606K -$2.37M -375,269 -80%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$604K +$52K +8,229 +9%
BFC
36
Bedel Financial Consulting
Indiana
$600K – – –
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$567K -$530K -83,824 -48%
GCP
38
GSA Capital Partners
United Kingdom
$519K +$253K +40,051 +95%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$517K -$1.02K -161 -0.2%
Morgan Stanley
40
Morgan Stanley
New York
$516K -$33K -5,229 -6%
Goldman Sachs
41
Goldman Sachs
New York
$490K +$146K +23,119 +43%
WB
42
WesBanco Bank
West Virginia
$479K +$479K +75,722 New
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$459K +$48.3K +7,653 +12%
UBS Group
44
UBS Group
Switzerland
$451K +$257K +40,590 +132%
JPMorgan Chase & Co
45
JPMorgan Chase & Co
New York
$395K +$38.1K +6,033 +11%
LPL Financial
46
LPL Financial
California
$313K -$25.9K -4,098 -8%
AllianceBernstein
47
AllianceBernstein
Tennessee
$270K +$58.8K +9,300 +28%
Deutsche Bank
48
Deutsche Bank
Germany
$255K -$139 -22 -0.1%
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$234K -$70 -11 -0%
SEI Investments
50
SEI Investments
Pennsylvania
$221K -$261K -41,383 -54%
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