Custom Truck One Source
CTOS
49 hedge funds and large institutions have $152M invested in Custom Truck One Source in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 19 reducing their positions, and 4 closing their positions.
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1% less capital invested
Capital invested by funds: $153M → $152M (-$1.03M)
2% less funds holding
Funds holding: 50 → 49 (-1)
2.65% less ownership
Funds ownership: 77.59% → 74.94% (-2.7%)
32% less repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 19
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
AWH Capital
Dallas,
Texas
|
+$1.18M |
| 2 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$283K |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$124K |
| 4 |
Squarepoint
New York
|
+$86.5K |
| 5 |
Renaissance Technologies
New York
|
+$72.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$3.81M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$1.35M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$864K |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$241K |
| 5 |
BCM
BlueCrest Capital Management
St Helier,
Jersey
|
-$129K |
CTOS Hedge Fund Activity: Q3 2020 in Review
49 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q3 2020, worth a combined $152M — down 0.67% from $153M a quarter earlier.
Fund positioning in CTOS was balanced in Q3 2020: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 19 trimmed.
The largest buyer was AWH Capital, adding an estimated $1.18M. The largest seller was Brookfield Corp, exiting entirely with an estimated $3.81M sold.
- 49 institutional investors held Custom Truck One Source (CTOS) as of Q3 2020, down from 50 in Q2 2020.
- Funds reported $152M of Custom Truck One Source stock for Q3 2020, down 0.67% quarter-over-quarter.
- 4 funds opened new Custom Truck One Source positions in Q3 2020 and 4 closed out, a net change of 0 holders.
- The largest Custom Truck One Source buyer in Q3 2020 was AWH Capital, an estimated $1.18M added.
- The largest Custom Truck One Source seller in Q3 2020 was Brookfield Corp, an estimated $3.81M sold.
Based on aggregated 13F filings for Q3 2020.