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Custom Truck One Source
CTOS

Overview Fund Activity

120 hedge funds and large institutions have $1.25B invested in Custom Truck One Source in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
36
Reduced
44
Closed
14
Calls
$137K
Puts
$92K
Net Calls
+$45K
Net Calls Change
-$3.33M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.7M
2
HA
2
Heartland Advisors
Wisconsin
$2.46M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.78M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.44M
5
PP
5
Paloma Partners
Connecticut
$1.19M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$16.2M
2
GGHC
2
Gilder Gagnon Howe & Co
New York
$9.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.42M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$12M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$350K -$23.3K -4,003 -6%
Legal & General Group
52
Legal & General Group
United Kingdom
$343K -$20.2K -3,465 -6%
Barclays
53
Barclays
United Kingdom
$300K -$226K -38,796 -43%
UBS Group
54
UBS Group
Switzerland
$297K -$119K -20,453 -29%
LPL Financial
55
LPL Financial
California
$271K +$6.56K +1,127 +2%
KCM
56
Kennedy Capital Management
Missouri
$265K – – –
JPMorgan Chase & Co
57
JPMorgan Chase & Co
New York
$264K -$183K -31,523 -41%
BFC
58
Bedel Financial Consulting
Indiana
$263K – – –
Renaissance Technologies
59
Renaissance Technologies
New York
$256K -$1.12M -193,300 -81%
CS
60
Credit Suisse
Switzerland
$245K – – –
Mariner
61
Mariner
Kansas
$243K +$63.6K +10,921 +35%
Wells Fargo
62
Wells Fargo
California
$233K +$24.6K +4,223 +12%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$208K +$22.5K +3,860 +12%
VWA
64
Visionary Wealth Advisors
Illinois
$204K – – –
CCIA
65
Campbell & Co Investment Adviser
Maryland
$202K -$76K -13,062 -27%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$201K +$26.1K +4,492 +15%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$192K +$192K +32,938 New
JF
68
Jump Financial
Illinois
$189K -$272K -46,794 -59%
SPA
69
Sherbrooke Park Advisers
New York
$181K +$75.4K +12,962 +72%
Deutsche Bank
70
Deutsche Bank
Germany
$171K +$11.3K +1,939 +7%
M&T Bank
71
M&T Bank
New York
$165K -$6.07K -1,045 -4%
AIG
72
American International Group
New York
$160K -$3.71K -638 -2%
MIM
73
MetLife Investment Management
New Jersey
$145K -$37.7K -6,480 -21%
SIP
74
Stoneridge Investment Partners
Pennsylvania
$144K +$144K +24,722 New
NRD
75
Nebula Research & Development
New York
$142K +$142K +24,471 New
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