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Custom Truck One Source
CTOS

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

242% more call options, than puts

Call options by funds: $65K | Put options by funds: $19K

47% more capital invested

Capital invested by funds: $759M → $1.12B (+$357M)

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

2% more funds holding

Funds holding: 121 → 124 (+3)

2.09% more ownership

Funds ownership: 93.06% → 95.15% (+2.1%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

11% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 44

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.63%
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

Rank Fund Capital Flow
1
Boston Partners
Boston Partners
Massachusetts
+$17.2M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$17.2M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$6.83M
4
PCM
Portolan Capital Management
Massachusetts
+$3.97M
5
Bank of America
Bank of America
North Carolina
+$3.13M

Top Sellers

Rank Fund Capital Flow
1
EC
ECP ControlCo
New Jersey
-$32.1M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$5.9M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$2.27M
4
JP Morgan Chase
JP Morgan Chase
New York
-$2.12M
5
BDF
Black Diamond Financial
Maryland
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
26
UBS Group
Switzerland
$2.24M +$1.96M +433,140 +1,341%
Northern Trust
27
Northern Trust
Illinois
$2.18M -$149K -32,838 -7%
Charles Schwab
28
Charles Schwab
California
$2.13M -$13.5K -2,991 -0.7%
KCM
29
Kennedy Capital Management
Missouri
$1.94M -$1.1M -243,024 -38%
Morgan Stanley
30
Morgan Stanley
New York
$1.85M -$11.8K -2,601 -0.7%
GCP
31
GSA Capital Partners
United Kingdom
$886K -$422K -93,263 -34%
PP
32
Paloma Partners
Connecticut
$818K -$390K -86,146 -34%
N
33
Nuveen
North Carolina
$797K – – –
Goldman Sachs
34
Goldman Sachs
New York
$788K +$16.1K +3,552 +2%
SWM
35
Sendero Wealth Management
Texas
$783K – – –
TD Asset Management
36
TD Asset Management
Ontario, Canada
$702K +$162K +35,800 +33%
SEI Investments
37
SEI Investments
Pennsylvania
$599K -$18.8K -4,160 -3%
Bank of New York Mellon
38
Bank of New York Mellon
New York
$594K -$462K -102,086 -45%
Swiss National Bank
39
Swiss National Bank
Switzerland
$565K – – –
UBS AM
40
UBS AM
Illinois
$549K +$20K +4,424 +4%
Fuller & Thaler Asset Management
41
Fuller & Thaler Asset Management
California
$513K -$9.5K -2,100 -2%
Invesco
42
Invesco
Georgia
$472K +$869 +192 +0.2%
RFA
43
Register Financial Advisors
Georgia
$470K -$185K -41,000 -30%
Barclays
44
Barclays
United Kingdom
$430K +$22.2K +4,910 +6%
Millennium Management
45
Millennium Management
New York
$352K +$145K +31,975 +77%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$349K +$4.54K +1,003 +1%
BIA
47
Biondo Investment Advisors
Pennsylvania
$342K +$140K +31,000 +78%
PVI
48
Pine Valley Investments
New Jersey
$327K – – –
Mariner
49
Mariner
Kansas
$313K -$76.6K -16,923 -21%
AllianceBernstein
50
AllianceBernstein
Tennessee
$312K -$86.6K -19,150 -23%
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CTOS Hedge Fund Activity: Q4 2024 in Review

124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2024, worth a combined $1.12B — up 47% from $759M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new CTOS positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 44 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $17.2M. The largest seller was ECP ControlCo, cutting an estimated $32.1M.

  • 124 institutional investors held Custom Truck One Source (CTOS) as of Q4 2024, up from 121 in Q3 2024.
  • Funds reported $1.12B of Custom Truck One Source stock for Q4 2024, up 47% quarter-over-quarter.
  • 17 funds opened new Custom Truck One Source positions in Q4 2024 and 13 closed out, a net change of +4 holders.
  • The largest Custom Truck One Source buyer in Q4 2024 was Boston Partners, an estimated $17.2M added.
  • The largest Custom Truck One Source seller in Q4 2024 was ECP ControlCo, an estimated $32.1M sold.

Based on aggregated 13F filings for Q4 2024.