Custom Truck One Source
CTOS
87 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 14 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 23
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
4% more capital invested
Capital invested by funds: $1.28B → $1.34B (+$54.5M)
0.27% less ownership
Funds ownership: 92.54% → 92.27% (-0.27%)
2% less funds holding
Funds holding: 89 → 87 (-2)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
+$1.83M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.66M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.42M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$1.18M |
| 5 |
BlackRock
New York
|
+$1.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$2.98M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.78M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.59M |
| 4 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.36M |
| 5 |
ECM
ExodusPoint Capital Management
New York
|
-$1.22M |
CTOS Hedge Fund Activity: Q3 2022 in Review
87 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q3 2022, worth a combined $1.34B — up 4.3% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CTOS and 12 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 39 added.
The largest buyer was Canvas Wealth Advisors, adding an estimated $1.83M. The largest seller was Portolan Capital Management, cutting an estimated $2.98M.
- 87 institutional investors held Custom Truck One Source (CTOS) as of Q3 2022, down from 89 in Q2 2022.
- Funds reported $1.34B of Custom Truck One Source stock for Q3 2022, up 4.3% quarter-over-quarter.
- 12 funds opened new Custom Truck One Source positions in Q3 2022 and 14 closed out, a net change of -2 holders.
- The largest Custom Truck One Source buyer in Q3 2022 was Canvas Wealth Advisors, an estimated $1.83M added.
- The largest Custom Truck One Source seller in Q3 2022 was Portolan Capital Management, an estimated $2.98M sold.
Based on aggregated 13F filings for Q3 2022.