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Custom Truck One Source
CTOS

Overview Fund Activity

112 hedge funds and large institutions have $957M invested in Custom Truck One Source in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
45
Reduced
29
Closed
28
Calls
$2.09M
Puts
$47K
Net Calls
+$2.04M
Net Calls Change
+$1.99M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.5M
2
HA
2
Heartland Advisors
Wisconsin
$5.22M
3
KCM
3
Kennedy Capital Management
Missouri
$3.39M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$10.3M
5
MS
5
Maven Securities
Jersey
$2.18M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$252K -$9.51K -2,185 -4%
QC
52
Quadrature Capital
United Kingdom
$248K +$153K +35,356 +162%
Janus Henderson Group
53
Janus Henderson Group
United Kingdom
$231K -$1.03M -238,085 -82%
LPL Financial
54
LPL Financial
California
$207K +$4.35K +1,001 +2%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$206K +$8.52K +1,959 +4%
Wells Fargo
56
Wells Fargo
California
$177K +$2.32K +533 +1%
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$162K +$6.13K +1,410 +4%
NRD
58
Nebula Research & Development
New York
$156K +$50K +11,484 +47%
VWA
59
Visionary Wealth Advisors
Illinois
$152K – – –
Verition Fund Management
60
Verition Fund Management
Connecticut
$139K +$139K +31,891 New
Creative Planning
61
Creative Planning
Kansas
$133K +$48.5K +11,141 +57%
Envestnet Asset Management
62
Envestnet Asset Management
Illinois
$131K -$12.3K -2,821 -9%
MIM
63
MetLife Investment Management
New Jersey
$131K +$22.2K +5,106 +20%
M&T Bank
64
M&T Bank
New York
$124K +$574 +132 +0.5%
UBS Group
65
UBS Group
Switzerland
$121K -$101K -23,307 -46%
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
$120K -$30.3K -6,956 -20%
CF
67
Corebridge Financial
Texas
$119K +$119K +27,445 New
SIP
68
Stoneridge Investment Partners
Pennsylvania
$108K – – –
DADC
69
D.A. Davidson & Co
Montana
$106K +$106K +24,265 New
Squarepoint
70
Squarepoint
New York
$94.3K +$94.3K +21,685 New
VOYA Investment Management
71
VOYA Investment Management
Georgia
$88.4K – – –
FMC
72
First Merchants Corp
Indiana
$87K +$87K +20,000 New
BHCM
73
Brevan Howard Capital Management
Jersey
$86.3K +$30.7K +7,054 +55%
Barclays
74
Barclays
United Kingdom
$81K -$141K -32,711 -64%
Susquehanna International Group
75
Susquehanna International Group
Pennsylvania
$75.3K +$29.8K +6,843 +65%
1 2
3
4 5