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Custom Truck One Source
CTOS

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

3,342% more call options, than puts

Call options by funds: $3.48M | Put options by funds: $101K

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

19% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 37

6% more funds holding

Funds holding: 109 → 115 (+6)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

4% less capital invested

Capital invested by funds: $1.39B → $1.34B (-$51.2M)

1.09% less ownership

Funds ownership: 90.34% → 89.24% (-1.1%)

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.68%
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

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.27M
2
Morgan Stanley
Morgan Stanley
New York
+$3.11M
3
CRC
Catawba River Capital
South Carolina
+$1.91M
4
BlackRock
BlackRock
New York
+$1.54M
5
CWA
Canvas Wealth Advisors
Kansas
+$920K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$15.7M
2
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$7.18M
3
JP Morgan Chase
JP Morgan Chase
New York
-$2.86M
4
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.72M
5
Millennium Management
Millennium Management
New York
-$2.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$1.87M +$152K +25,830 +9%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$1.68M +$250K +42,369 +18%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$1.48M -$31.3K -5,300 -2%
Renaissance Technologies
29
Renaissance Technologies
New York
$1.47M +$111K +18,900 +9%
Two Sigma Investments
30
Two Sigma Investments
New York
$1.32M -$366K -62,123 -23%
N
31
Nuveen
North Carolina
$1.24M +$11.2K +1,892 +1%
GCP
32
GSA Capital Partners
United Kingdom
$1.19M +$299K +50,777 +36%
Millennium Management
33
Millennium Management
New York
$1.19M -$2.17M -367,499 -66%
SWM
34
Sendero Wealth Management
Texas
$944K +$118K +20,000 +15%
SEI Investments
35
SEI Investments
Pennsylvania
$839K -$30.9K -5,235 -4%
Citadel Advisors
36
Citadel Advisors
Florida
$811K +$774K +131,303 New
BDF
37
Black Diamond Financial
Maryland
$752K – – –
Swiss National Bank
38
Swiss National Bank
Switzerland
$750K -$74.3K -12,600 -9%
AG
39
Algert Global
California
$694K +$389K +65,980 +142%
Connor, Clark & Lunn Investment Management (CC&L)
40
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$621K +$214K +36,202 +56%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$605K +$171K +28,996 +42%
Barclays
42
Barclays
United Kingdom
$558K +$407K +69,001 +324%
SG Americas Securities
43
SG Americas Securities
New York
$520K +$381K +64,606 +330%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$501K -$157K -26,564 -25%
JF
45
Jump Financial
Illinois
$490K +$468K +79,294 New
Invesco
46
Invesco
Georgia
$489K -$150K -25,477 -24%
JP Morgan Chase
47
JP Morgan Chase
New York
$475K -$2.86M -485,243 -86%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$465K -$2.67K -452 -0.6%
UBS AM
49
UBS AM
Illinois
$459K +$92K +15,606 +27%
PVI
50
Pine Valley Investments
New Jersey
$451K -$29.5K -5,000 -6%
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CTOS Hedge Fund Activity: Q4 2023 in Review

115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2023, worth a combined $1.34B — down 3.7% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new CTOS positions and 8 closed out — a net gain of 8 holders — while 44 added to existing stakes and 37 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $4.27M. The largest seller was Fidelity Investments, cutting an estimated $15.7M.

  • 115 institutional investors held Custom Truck One Source (CTOS) as of Q4 2023, up from 109 in Q3 2023.
  • Funds reported $1.34B of Custom Truck One Source stock for Q4 2023, down 3.7% quarter-over-quarter.
  • 16 funds opened new Custom Truck One Source positions in Q4 2023 and 8 closed out, a net change of +8 holders.
  • The largest Custom Truck One Source buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $4.27M added.
  • The largest Custom Truck One Source seller in Q4 2023 was Fidelity Investments, an estimated $15.7M sold.

Based on aggregated 13F filings for Q4 2023.