Custom Truck One Source
CTOS
71 hedge funds and large institutions have $2.03B invested in Custom Truck One Source in 2021 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 13 closing their positions.
507% more call options, than puts
Call options by funds: $923K | Put options by funds: $152K
463% more capital invested
Capital invested by funds: $360M → $2.03B (+$1.67B)
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
13% more funds holding
Funds holding: 63 → 71 (+8)
8% more ownership
Funds ownership: 78.36% → 86.35% (+8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PEA
Platinum Equity Advisors
Beverly Hills,
California
|
+$1.46B |
| 2 |
Blackstone Inc
New York
|
+$139M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$68.8M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$9.81M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$8.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.83M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$2.52M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$1.28M |
| 4 |
SRF
Silver Rock Financial
Los Angeles,
California
|
-$740K |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$717K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Millennium Management
New York
| – | -$240K | -25,680 | Closed |
|
77
Jane Street
New York
| – | -$190K | -20,332 | Closed |
|
|
PP
78
Paloma Partners
Greenwich,
Connecticut
| – | -$132K | -14,083 | Closed |
|
79
Simplex Trading
Chicago,
Illinois
| – | -$4.58K | -466 | Closed |
|
80
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4K | -426 | Closed |
|
81
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$3K | -361 | Closed |
|
|
FF
82
FourThought Financial
Venice,
Florida
| – | -$1K | -154 | Closed |
|
|
HR
83
Howe & Rusling
Rochester,
New York
| – | -$1K | -100 | Closed |
|
CTOS Hedge Fund Activity: Q2 2021 in Review
71 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2021, worth a combined $2.03B — up 463% from $360M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CTOS positions and 13 closed out — a net gain of 8 holders — while 27 added to existing stakes and 16 trimmed.
The largest buyer was Platinum Equity Advisors, opening a new position worth an estimated $1.46B. The largest seller was Citadel Advisors, cutting an estimated $2.83M.
- 71 institutional investors held Custom Truck One Source (CTOS) as of Q2 2021, up from 63 in Q1 2021.
- Funds reported $2.03B of Custom Truck One Source stock for Q2 2021, up 463% quarter-over-quarter.
- 21 funds opened new Custom Truck One Source positions in Q2 2021 and 13 closed out, a net change of +8 holders.
- The largest Custom Truck One Source buyer in Q2 2021 was Platinum Equity Advisors, an estimated $1.46B added.
- The largest Custom Truck One Source seller in Q2 2021 was Citadel Advisors, an estimated $2.83M sold.
Based on aggregated 13F filings for Q2 2021.