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Custom Truck One Source
CTOS

Overview Fund Activity

124 hedge funds and large institutions have $1.12B invested in Custom Truck One Source in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
39
Reduced
44
Closed
13
Calls
$65K
Puts
$19K
Net Calls
+$46K
Net Calls Change
+$10K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.3M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$35.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$7.27M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.98M
5
Bank of America
5
Bank of America
North Carolina
$6.31M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$78.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.17M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111K
5
BDF
5
Black Diamond Financial
Maryland
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Marshall Wace
51
Marshall Wace
United Kingdom
$278K +$278K +57,843 New
Legal & General Group
52
Legal & General Group
United Kingdom
$277K -$4.13K -859 -1%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$263K -$7.3K -1,518 -3%
JF
54
Jump Financial
Illinois
$260K +$260K +54,000 New
NRD
55
Nebula Research & Development
New York
$241K +$32.9K +6,848 +16%
Wells Fargo
56
Wells Fargo
California
$227K +$41.3K +8,587 +22%
Citigroup
57
Citigroup
New York
$226K -$43.7K -9,088 -16%
LPL Financial
58
LPL Financial
California
$226K -$5.53K -1,149 -2%
MS
59
Maven Securities
Jersey
$192K +$192K +40,000 New
EC
60
EntryPoint Capital
New York
$170K +$48.7K +10,125 +40%
VWA
61
Visionary Wealth Advisors
Illinois
$168K – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$166K -$71.2K -14,812 -30%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$155K -$17.3K -3,590 -10%
SG Americas Securities
64
SG Americas Securities
New York
$152K +$62.3K +12,913 +69%
MIM
65
MetLife Investment Management
New Jersey
$151K +$92.8K +19,289 +161%
SIP
66
Stoneridge Investment Partners
Pennsylvania
$146K +$26.4K +5,478 +22%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$144K -$5.73K -1,191 -4%
Janus Henderson Group
68
Janus Henderson Group
United Kingdom
$139K -$117K -24,300 -46%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$128K +$79K +16,432 +161%
M&T Bank
70
M&T Bank
New York
$125K -$3.25K -678 -3%
IIM
71
INTECH Investment Management
Florida
$119K +$41K +8,514 +52%
CF
72
Corebridge Financial
Texas
$118K -$12.9K -2,692 -10%
JPMorgan Chase & Co
73
JPMorgan Chase & Co
New York
$111K -$2.26M -469,247 -95%
Verition Fund Management
74
Verition Fund Management
Connecticut
$103K +$103K +21,448 New
FMC
75
First Merchants Corp
Indiana
$96.2K – – –
1 2
3
4 5