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Custom Truck One Source
CTOS

Overview Fund Activity

107 hedge funds and large institutions have $1.53B invested in Custom Truck One Source in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
18
Increased
40
Reduced
33
Closed
11
Calls
$3.61M
Puts
$14K
Net Calls
+$3.59M
Net Calls Change
+$3.23M

Top Buyers

1
CWA
1
Canvas Wealth Advisors
Kansas
$22.3M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.4M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.3M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.54M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$902K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$54.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$16.8M
4
AC
4
AWH Capital
Texas
$1.82M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
26
AWH Capital
Texas
$1.82M -$1.55M -230,000 -46%
Janus Henderson Group
27
Janus Henderson Group
United Kingdom
$1.54M +$975K +144,697 +173%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$1.5M -$111K -16,414 -7%
Nuveen Asset Management
29
Nuveen Asset Management
Illinois
$1.34M -$39K -5,782 -3%
GCP
30
GSA Capital Partners
United Kingdom
$1.29M +$627K +93,083 +94%
Citadel Advisors
31
Citadel Advisors
Florida
$1.11M -$2.45M -363,919 -69%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$1.1M +$70.1K +10,406 +7%
Morgan Stanley
33
Morgan Stanley
New York
$1.07M +$406K +60,196 +61%
Swiss National Bank
34
Swiss National Bank
Switzerland
$902K +$902K +133,900 New
SWM
35
Sendero Wealth Management
Texas
$895K +$895K +132,800 New
Two Sigma Investments
36
Two Sigma Investments
New York
$875K +$720K +106,814 +464%
SEI Investments
37
SEI Investments
Pennsylvania
$854K +$104K +15,477 +14%
BDF
38
Black Diamond Financial
Maryland
$854K -$674 -100 -0.1%
State of Wisconsin Investment Board
39
State of Wisconsin Investment Board
Wisconsin
$680K +$36.2K +5,364 +6%
Dimensional Fund Advisors
40
Dimensional Fund Advisors
Texas
$630K +$630K +93,528 New
Renaissance Technologies
41
Renaissance Technologies
New York
$556K +$291K +43,229 +110%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$555K +$35.3K +5,238 +7%
Invesco
43
Invesco
Georgia
$552K +$44K +6,534 +9%
PVI
44
Pine Valley Investments
New Jersey
$539K -$101K -15,000 -16%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$516K -$67K -9,944 -11%
Goldman Sachs
46
Goldman Sachs
New York
$503K +$39K +5,783 +8%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$492K +$342K +50,809 +229%
NYLIM
48
New York Life Investment Management
New York
$409K -$64.7K -9,603 -14%
BFC
49
Bedel Financial Consulting
Indiana
$408K -$232K -34,387 -36%
AG
50
Algert Global
California
$382K +$28.9K +4,290 +8%
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