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Custom Truck One Source
CTOS

Overview Fund Activity

121 hedge funds and large institutions have $759M invested in Custom Truck One Source in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
35
Reduced
43
Closed
13
Calls
$50K
Puts
$14K
Net Calls
+$36K
Net Calls Change
-$2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$12.5M
2
BDF
2
Black Diamond Financial
Maryland
$5.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$80.7M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
MS
3
Maven Securities
Jersey
$0
4
PCM
4
Portolan Capital Management
Massachusetts
$1.98M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$1.34M +$534K +154,664 +66%
Citadel Advisors
27
Citadel Advisors
Florida
$1.29M +$1.29M +374,366 New
GCP
28
GSA Capital Partners
United Kingdom
$958K -$554K -160,574 -37%
PP
29
Paloma Partners
Connecticut
$884K +$132K +38,242 +18%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$779K -$141K -40,737 -15%
Nuveen Asset Management
31
Nuveen Asset Management
Illinois
$572K +$38.1K +11,050 +7%
SWM
32
Sendero Wealth Management
Texas
$562K – – –
Goldman Sachs
33
Goldman Sachs
New York
$553K +$257K +74,464 +87%
RFA
34
Register Financial Advisors
Georgia
$479K -$82.8K -24,000 -15%
SEI Investments
35
SEI Investments
Pennsylvania
$444K +$60.2K +17,439 +16%
Swiss National Bank
36
Swiss National Bank
Switzerland
$405K -$13.5K -3,900 -3%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$396K +$396K +110,048 New
UBS AM
38
UBS AM
Illinois
$378K +$51.4K +14,906 +16%
Fuller & Thaler Asset Management
39
Fuller & Thaler Asset Management
California
$375K -$1.29M -374,900 -78%
Invesco
40
Invesco
Georgia
$338K -$56.5K -16,381 -14%
Jane Street
41
Jane Street
New York
$309K +$14.3K +4,155 +5%
Barclays
42
Barclays
United Kingdom
$291K +$226K +65,725 +350%
AllianceBernstein
43
AllianceBernstein
Tennessee
$290K -$56.9K -16,500 -16%
Mariner
44
Mariner
Kansas
$283K -$88.7K -25,721 -24%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$247K -$23.4K -6,787 -9%
PVI
46
Pine Valley Investments
New Jersey
$235K – – –
Renaissance Technologies
47
Renaissance Technologies
New York
$217K +$217K +63,000 New
Legal & General Group
48
Legal & General Group
United Kingdom
$201K -$897 -260 -0.4%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$198K -$405K -117,300 -67%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$194K -$6.03K -1,749 -3%
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