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Custom Truck One Source
CTOS

Overview Fund Activity

115 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
44
Reduced
37
Closed
8
Calls
$3.48M
Puts
$101K
Net Calls
+$3.38M
Net Calls Change
+$3.01M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.2M
3
CRC
3
Catawba River Capital
South Carolina
$8.14M
4
BlackRock
4
BlackRock
New York
$24.3M
5
CWA
5
Canvas Wealth Advisors
Kansas
$21.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.24K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$12.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$475K
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.6M
5
Millennium Management
5
Millennium Management
New York
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
51
UBS Group
Switzerland
$442K +$302K +48,923 +217%
Goldman Sachs
52
Goldman Sachs
New York
$412K -$25.8K -4,167 -6%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$396K -$17.8K -2,873 -4%
Legal & General Group
54
Legal & General Group
United Kingdom
$385K -$1.21K -195 -0.3%
AllianceBernstein
55
AllianceBernstein
Tennessee
$356K +$14.4K +2,330 +4%
SPS
56
Susquehanna Portfolio Strategies
Pennsylvania
$332K +$332K +53,652 New
NYLIM
57
New York Life Investment Management
New York
$317K -$7.29K -1,180 -2%
CCIA
58
Campbell & Co Investment Adviser
Maryland
$295K +$157K +25,446 +114%
KCM
59
Kennedy Capital Management
Missouri
$282K – – –
LPL Financial
60
LPL Financial
California
$280K +$426 +69 +0.2%
BFC
61
Bedel Financial Consulting
Indiana
$280K -$26.7K -4,325 -9%
CS
62
Credit Suisse
Switzerland
$261K -$37.2K -6,016 -12%
Wells Fargo
63
Wells Fargo
California
$222K +$36K +5,828 +19%
RFA
64
Register Financial Advisors
Georgia
$217K +$186K +30,100 +602%
VWA
65
Visionary Wealth Advisors
Illinois
$216K – – –
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$215K -$92.1K -14,906 -30%
YIH
67
Y-Intercept (HK)
Hong Kong
$215K +$215K +34,747 New
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$197K -$11.5K -1,862 -6%
MIM
69
MetLife Investment Management
New Jersey
$194K – – –
Mariner
70
Mariner
Kansas
$190K +$47.1K +7,622 +33%
D.E. Shaw & Co
71
D.E. Shaw & Co
New York
$185K +$185K +29,971 New
QC
72
Quadrature Capital
United Kingdom
$184K +$16.3K +2,636 +10%
M&T Bank
73
M&T Bank
New York
$183K +$16.3K +2,627 +10%
AIG
74
American International Group
New York
$174K -$705 -114 -0.4%
PP
75
PDT Partners
New York
$173K +$173K +27,970 New
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