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Custom Truck One Source
CTOS

Overview Fund Activity

124 hedge funds and large institutions have $1.12B invested in Custom Truck One Source in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
39
Reduced
44
Closed
13
Calls
$65K
Puts
$19K
Net Calls
+$46K
Net Calls Change
+$10K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.3M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$35.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$7.27M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.98M
5
Bank of America
5
Bank of America
North Carolina
$6.31M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$78.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.17M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111K
5
BDF
5
Black Diamond Financial
Maryland
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$2.24M +$2.08M +433,140 +1,341%
Northern Trust
27
Northern Trust
Illinois
$2.18M -$158K -32,838 -7%
Charles Schwab
28
Charles Schwab
California
$2.13M -$14.4K -2,991 -0.7%
KCM
29
Kennedy Capital Management
Missouri
$1.94M -$1.17M -243,024 -38%
Morgan Stanley
30
Morgan Stanley
New York
$1.85M -$12.5K -2,601 -0.7%
GCP
31
GSA Capital Partners
United Kingdom
$886K -$448K -93,263 -34%
PP
32
Paloma Partners
Connecticut
$818K -$414K -86,146 -34%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$797K – – –
Goldman Sachs
34
Goldman Sachs
New York
$788K +$17.1K +3,552 +2%
SWM
35
Sendero Wealth Management
Texas
$783K – – –
TD Asset Management
36
TD Asset Management
Ontario, Canada
$702K +$172K +35,800 +33%
SEI Investments
37
SEI Investments
Pennsylvania
$599K -$20K -4,160 -3%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$594K -$491K -102,086 -45%
Swiss National Bank
39
Swiss National Bank
Switzerland
$565K – – –
UBS AM
40
UBS AM
Illinois
$549K +$21.3K +4,424 +4%
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$513K -$10.1K -2,100 -2%
Invesco
42
Invesco
Georgia
$472K +$924 +192 +0.2%
RFA
43
Register Financial Advisors
Georgia
$470K -$197K -41,000 -30%
Barclays
44
Barclays
United Kingdom
$430K +$23.6K +4,910 +6%
Millennium Management
45
Millennium Management
New York
$352K +$154K +31,975 +77%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$349K +$4.82K +1,003 +1%
BIA
47
Biondo Investment Advisors
Pennsylvania
$342K +$149K +31,000 +78%
PVI
48
Pine Valley Investments
New Jersey
$327K – – –
Mariner
49
Mariner
Kansas
$313K -$81.4K -16,923 -21%
AllianceBernstein
50
AllianceBernstein
Tennessee
$312K -$92.1K -19,150 -23%
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