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Custom Truck One Source

109 hedge funds and large institutions have $1.39B invested in Custom Truck One Source in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+2
Holders Change %
+1.87%
% of All Funds
1.74%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
11
Increased
43
Reduced
37
Closed
9
Calls
$374K
Puts
$10K
Net Calls
+$364K
Net Calls Change
-$3.23M
Name Holding Trade Value Shares
Change
Shares
Change %
Charles Schwab
26
Charles Schwab
California
$2.87M +$67.1K +10,826 +2%
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$2.72M +$2.14M +345,324 +369%
First Trust Advisors
28
First Trust Advisors
Illinois
$2.4M -$61.1K -9,860 -2%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$1.72M +$302K +48,669 +21%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.71M +$904K +145,752 +112%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$1.51M +$1.42M +229,200 +1,518%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.42M +$45.3K +7,299 +3%
Renaissance Technologies
33
Renaissance Technologies
New York
$1.35M +$843K +135,900 +165%
Nuveen Asset Management
34
Nuveen Asset Management
Illinois
$1.23M -$738 -119 -0.1%
Morgan Stanley
35
Morgan Stanley
New York
$942K -$41K -6,619 -4%
GCP
36
GSA Capital Partners
United Kingdom
$879K -$311K -50,114 -26%
SEI Investments
37
SEI Investments
Pennsylvania
$875K +$89.4K +14,418 +11%
Swiss National Bank
38
Swiss National Bank
Switzerland
$830K
SWM
39
Sendero Wealth Management
Texas
$823K
BDF
40
Black Diamond Financial
Maryland
$754K -$31K -5,000 -4%
State of Wisconsin Investment Board
41
State of Wisconsin Investment Board
Wisconsin
$668K +$41.8K +6,738 +7%
Invesco
42
Invesco
Georgia
$648K +$140K +22,652 +28%
PVI
43
Pine Valley Investments
New Jersey
$484K -$12.4K -2,000 -3%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$469K -$5.85K -944 -1%
Goldman Sachs
45
Goldman Sachs
New York
$440K -$23.4K -3,773 -5%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$427K -$583K -94,013 -58%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$415K -$37.4K -6,035 -8%
Connor, Clark & Lunn Investment Management (CC&L)
48
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$399K +$399K +64,323 New
Legal & General Group
49
Legal & General Group
United Kingdom
$388K +$125K +20,237 +48%
VRS
50
Virginia Retirement Systems
Virginia
$380K +$122K +19,700 +47%