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Custom Truck One Source
CTOS

Overview Fund Activity

115 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
44
Reduced
37
Closed
8
Calls
$3.48M
Puts
$101K
Net Calls
+$3.38M
Net Calls Change
+$3.01M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.2M
3
CRC
3
Catawba River Capital
South Carolina
$8.14M
4
BlackRock
4
BlackRock
New York
$24.3M
5
CWA
5
Canvas Wealth Advisors
Kansas
$21.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.24K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$12.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$475K
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.6M
5
Millennium Management
5
Millennium Management
New York
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$1.87M +$160K +25,830 +9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.68M +$262K +42,369 +18%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.48M -$32.8K -5,300 -2%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.47M +$117K +18,900 +9%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.32M -$384K -62,123 -23%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$1.24M +$11.7K +1,892 +1%
GCP
32
GSA Capital Partners
United Kingdom
$1.19M +$314K +50,777 +36%
Millennium Management
33
Millennium Management
New York
$1.19M -$2.27M -367,499 -66%
SWM
34
Sendero Wealth Management
Texas
$944K +$124K +20,000 +15%
SEI Investments
35
SEI Investments
Pennsylvania
$839K -$32.4K -5,235 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$811K +$811K +131,303 New
BDF
37
Black Diamond Financial
Maryland
$752K – – –
Swiss National Bank
38
Swiss National Bank
Switzerland
$750K -$77.9K -12,600 -9%
AG
39
Algert Global
California
$694K +$408K +65,980 +142%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$621K +$224K +36,202 +56%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$605K +$179K +28,996 +42%
Barclays
42
Barclays
United Kingdom
$558K +$426K +69,001 +324%
SG Americas Securities
43
SG Americas Securities
New York
$520K +$399K +64,606 +330%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$501K -$164K -26,564 -25%
JF
45
Jump Financial
Illinois
$490K +$490K +79,294 New
Invesco
46
Invesco
Georgia
$489K -$157K -25,477 -24%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$475K -$3M -485,243 -86%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$465K -$2.79K -452 -0.6%
UBS AM
49
UBS AM
Illinois
$459K +$96.4K +15,606 +27%
PVI
50
Pine Valley Investments
New Jersey
$451K -$30.9K -5,000 -6%
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