CTOS icon

Custom Truck One Source
CTOS

Overview Fund Activity

121 hedge funds and large institutions have $759M invested in Custom Truck One Source in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
35
Reduced
43
Closed
13
Calls
$50K
Puts
$14K
Net Calls
+$36K
Net Calls Change
-$2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$12.5M
2
BDF
2
Black Diamond Financial
Maryland
$5.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$80.7M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
MS
3
Maven Securities
Jersey
$0
4
PCM
4
Portolan Capital Management
Massachusetts
$1.98M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$194K +$148K +42,877 +323%
Janus Henderson Group
52
Janus Henderson Group
United Kingdom
$183K – – –
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$170K +$111K +32,102 +186%
LPL Financial
54
LPL Financial
California
$166K +$1.96K +569 +1%
NRD
55
Nebula Research & Development
New York
$149K +$24.9K +7,212 +20%
Millennium Management
56
Millennium Management
New York
$142K +$142K +41,275 New
Squarepoint
57
Squarepoint
New York
$141K +$66.3K +19,221 +89%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$140K +$45.3K +13,127 +48%
BIA
59
Biondo Investment Advisors
Pennsylvania
$138K +$138K +40,000 New
ACM
60
Aquatic Capital Management
Illinois
$137K +$137K +39,600 New
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$134K -$160K -46,656 -54%
Wells Fargo
62
Wells Fargo
California
$134K -$6.66K -1,931 -5%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$123K -$5K -1,448 -4%
VWA
64
Visionary Wealth Advisors
Illinois
$121K – – –
UBS Group
65
UBS Group
Switzerland
$111K +$15.8K +4,570 +16%
Envestnet Asset Management
66
Envestnet Asset Management
Illinois
$107K +$3.5K +1,013 +3%
DADC
67
D.A. Davidson & Co
Montana
$101K +$17.2K +4,975 +21%
Fidelity Investments
68
Fidelity Investments
Massachusetts
$99.5K +$92.1K +26,685 +1,235%
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$96K +$96K +27,867 New
CF
70
Corebridge Financial
Texas
$94.1K -$583 -169 -0.6%
M&T Bank
71
M&T Bank
New York
$92.2K -$6.27K -1,819 -6%
EC
72
EntryPoint Capital
New York
$87.1K +$87.1K +25,244 New
SIP
73
Stoneridge Investment Partners
Pennsylvania
$86K +$467 +135 +0.5%
SPA
74
Sherbrooke Park Advisers
New York
$84.3K +$84.3K +24,445 New
VOYA Investment Management
75
VOYA Investment Management
Georgia
$70.8K +$742 +215 +1%
1 2
3
4 5