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Custom Truck One Source
CTOS

Overview Fund Activity

101 hedge funds and large institutions have $1.54B invested in Custom Truck One Source in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+15
Holders Change %
+17.44%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
26
Reduced
34
Closed
7
Calls
$367K
Puts
$4K
Net Calls
+$363K
Net Calls Change
+$74K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$12.3M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.48M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$3.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.04M
5
SEI Investments
5
SEI Investments
Pennsylvania
$755K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.59M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$12.5M
3
CWA
3
Canvas Wealth Advisors
Kansas
$17.2M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$19.1M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$3.28M -$56.7K -8,352 -2%
Charles Schwab
27
Charles Schwab
California
$3.09M -$17.2K -2,535 -0.6%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.62M -$55.9K -8,234 -3%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$1.39M +$102K +15,097 +8%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.04M +$542K +79,809 +110%
BDF
31
Black Diamond Financial
Maryland
$861K – – –
SEI Investments
32
SEI Investments
Pennsylvania
$755K +$518K +76,256 +218%
GCP
33
GSA Capital Partners
United Kingdom
$671K +$113K +16,661 +20%
Morgan Stanley
34
Morgan Stanley
New York
$668K +$114K +16,754 +21%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$649K – – –
BFC
36
Bedel Financial Consulting
Indiana
$645K – – –
PVI
37
Pine Valley Investments
New Jersey
$599K +$599K +95,000 New
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$588K +$32.7K +4,814 +6%
BPA
39
Beacon Pointe Advisors
California
$569K -$306K -45,010 -35%
Janus Henderson Group
40
Janus Henderson Group
United Kingdom
$568K -$41.7K -6,134 -7%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$524K +$98.5K +14,483 +23%
WB
42
WesBanco Bank
West Virginia
$514K – – –
Invesco
43
Invesco
Georgia
$512K +$374K +55,100 +272%
NYLIM
44
New York Life Investment Management
New York
$477K +$477K +70,300 New
Goldman Sachs
45
Goldman Sachs
New York
$468K -$58.4K -8,603 -11%
GCM
46
Graham Capital Management
Connecticut
$415K +$415K +61,065 New
Deutsche Bank
47
Deutsche Bank
Germany
$359K +$84.9K +12,497 +31%
AG
48
Algert Global
California
$355K +$355K +52,330 New
LPL Financial
49
LPL Financial
California
$330K -$6.61K -973 -2%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$318K +$318K +46,892 New
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