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Custom Truck One Source
CTOS

Overview Fund Activity

120 hedge funds and large institutions have $1.25B invested in Custom Truck One Source in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
36
Reduced
44
Closed
14
Calls
$137K
Puts
$92K
Net Calls
+$45K
Net Calls Change
-$3.33M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.7M
2
HA
2
Heartland Advisors
Wisconsin
$2.46M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.78M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.44M
5
PP
5
Paloma Partners
Connecticut
$1.19M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$16.2M
2
GGHC
2
Gilder Gagnon Howe & Co
New York
$9.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.42M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$12M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
Two Sigma Advisers
26
Two Sigma Advisers
New York
$2.19M +$796K +136,700 +57%
First Trust Advisors
27
First Trust Advisors
Illinois
$2.09M -$187K -32,096 -8%
Millennium Management
28
Millennium Management
New York
$1.96M +$845K +145,186 +76%
Janus Henderson Group
29
Janus Henderson Group
United Kingdom
$1.69M -$67.8K -11,649 -4%
GCP
30
GSA Capital Partners
United Kingdom
$1.66M +$543K +93,267 +48%
AG
31
Algert Global
California
$1.55M +$898K +154,398 +137%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$1.48M -$103K -17,741 -7%
Morgan Stanley
33
Morgan Stanley
New York
$1.42M -$2.54M -436,240 -64%
PP
34
Paloma Partners
Connecticut
$1.19M +$1.19M +205,000 New
RFA
35
Register Financial Advisors
Georgia
$1.04M +$839K +144,200 +411%
SWM
36
Sendero Wealth Management
Texas
$889K – – –
Connor, Clark & Lunn Investment Management (CC&L)
37
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$783K +$198K +33,977 +34%
BDF
38
Black Diamond Financial
Maryland
$752K – – –
SEI Investments
39
SEI Investments
Pennsylvania
$722K -$68.3K -11,732 -9%
Swiss National Bank
40
Swiss National Bank
Switzerland
$706K – – –
Franklin Resources
41
Franklin Resources
California
$633K +$633K +108,811 New
Invesco
42
Invesco
Georgia
$570K +$110K +18,930 +24%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$477K -$91.8K -15,795 -16%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$447K +$8.86K +1,522 +2%
UBS AM
45
UBS AM
Illinois
$432K – – –
AllianceBernstein
46
AllianceBernstein
Tennessee
$430K +$94.3K +16,200 +28%
PVI
47
Pine Valley Investments
New Jersey
$396K -$29.1K -5,000 -7%
NYLIM
48
New York Life Investment Management
New York
$374K +$75.6K +12,993 +25%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$368K +$368K +63,197 New
Goldman Sachs
50
Goldman Sachs
New York
$358K -$30.1K -5,174 -8%
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