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Custom Truck One Source
CTOS

Overview Fund Activity

73 hedge funds and large institutions have $2.03B invested in Custom Truck One Source in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
37
Reduced
13
Closed
11
Calls
$752K
Puts
$42K
Net Calls
+$710K
Net Calls Change
-$61K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$41.9M
2
BlackRock
BlackRock
New York
$26.6M
3
ClearBridge Investments
ClearBridge Investments
New York
$19.8M
4
Vanguard Group
Vanguard Group
Pennsylvania
$24.6M
5
Geode Capital Management
Geode Capital Management
Massachusetts
$6.65M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
$31.7M
2
Principal Financial Group
Principal Financial Group
Iowa
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.22M
4
GCM
Ghisallo Capital Management
Massachusetts
$0
5
MCM
Moore Capital Management
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
New York State Common Retirement Fund
51
New York State Common Retirement Fund
New York
$209K +$156K +16,681 +293%
BDF
52
Black Diamond Financial
Maryland
$194K – – –
PFS
53
Prospera Financial Services
Texas
$187K +$187K +20,000 New
SEI Investments
54
SEI Investments
Pennsylvania
$170K +$35.5K +3,733 +26%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$159K +$112K +12,030 +240%
MIM
56
MetLife Investment Management
New Jersey
$154K +$154K +16,492 New
VOYA Investment Management
57
VOYA Investment Management
Georgia
$150K +$150K +16,093 New
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$116K +$116K +12,477 New
CSS
59
Cubist Systematic Strategies
Connecticut
$109K -$72.8K -7,777 -40%
PI
60
PEAK6 Investments
Illinois
$109K +$109K +11,707 New
Wolverine Trading
61
Wolverine Trading
Illinois
$107K +$107K +11,621 New
GJL
62
Gendell Jeffrey L
$93K – – –
PCM
63
Penserra Capital Management
California
$46K -$54.1K -5,909 -54%
Legal & General Group
64
Legal & General Group
United Kingdom
$38K +$27.4K +2,936 +260%
AIP
65
Ameritas Investment Partners
Nebraska
$33K +$22.1K +2,372 +203%
GRP
66
Global Retirement Partners
California
$31K – – –
CA
67
Cornerstone Advisory
Maryland
$24K -$21.8K -10,000 -48%
TRCT
68
Tower Research Capital (TRC)
New York
$12K -$80.4K -8,727 -87%
SO
69
STRS Ohio
Ohio
$5K – – –
BCA
70
Berman Capital Advisors
Georgia
$2K +$2K +236 New
Osaic Holdings
71
Osaic Holdings
Arizona
$1K -$30K -1,621 -97%
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$1K – – –
Principal Financial Group
73
Principal Financial Group
Iowa
– -$14.5M -1,518,204 Closed
GCM
74
Ghisallo Capital Management
Massachusetts
– -$3.81M -400,000 Closed
PI
75
Putnam Investments
Massachusetts
– -$1.25M -131,600 Closed
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