Custom Truck One Source
CTOS
84 hedge funds and large institutions have $1.91B invested in Custom Truck One Source in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 16 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 3 → 6 (+3)
20% more capital invested
Capital invested by funds: $1.58B → $1.91B (+$324M)
13% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 30
1.65% more ownership
Funds ownership: 90.45% → 92.1% (+1.7%)
5% less funds holding
Funds holding: 88 → 84 (-4)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$22.2M |
| 2 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$16M |
| 3 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
+$9.5M |
| 4 |
BlackRock
New York
|
+$3.34M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$1.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$14.8M |
| 2 |
ZDA
Zweig-DiMenna Associates
New York
|
-$3.7M |
| 3 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$3.21M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.56M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.29M |
CTOS Hedge Fund Activity: Q1 2022 in Review
84 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q1 2022, worth a combined $1.91B — up 20% from $1.58B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of CTOS and 12 opened new positions — a net loss of 4 holders — while 30 trimmed existing stakes and 34 added.
The largest buyer was Fidelity Investments, adding an estimated $22.2M. The largest seller was Blackstone Inc, exiting entirely with an estimated $14.8M sold.
- 84 institutional investors held Custom Truck One Source (CTOS) as of Q1 2022, down from 88 in Q4 2021.
- Funds reported $1.91B of Custom Truck One Source stock for Q1 2022, up 20% quarter-over-quarter.
- 12 funds opened new Custom Truck One Source positions in Q1 2022 and 16 closed out, a net change of -4 holders.
- The largest Custom Truck One Source buyer in Q1 2022 was Fidelity Investments, an estimated $22.2M added.
- The largest Custom Truck One Source seller in Q1 2022 was Blackstone Inc, an estimated $14.8M sold.
Based on aggregated 13F filings for Q1 2022.