Custom Truck One Source
CTOS
88 hedge funds and large institutions have $1.58B invested in Custom Truck One Source in 2021 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 34 increasing their positions, 21 reducing their positions, and 9 closing their positions.
600% more call options, than puts
Call options by funds: $658K | Put options by funds: $94K
178% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 9
62% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 21
21% more funds holding
Funds holding: 73 → 88 (+15)
1.81% more ownership
Funds ownership: 88.65% → 90.45% (+1.8%)
22% less capital invested
Capital invested by funds: $2.03B → $1.58B (-$450M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$39.5M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$13.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.3M |
| 4 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
+$8.4M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$6.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Blackstone Inc
New York
|
-$106M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$4.93M |
| 3 |
Morgan Stanley
New York
|
-$2.51M |
| 4 |
MCM
Moore Capital Management
New York
|
-$1.77M |
| 5 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$1.75M |
CTOS Hedge Fund Activity: Q4 2021 in Review
88 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2021, worth a combined $1.58B — down 22% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new CTOS positions and 9 closed out — a net gain of 16 holders — while 34 added to existing stakes and 21 trimmed.
The largest buyer was Federated Hermes, adding an estimated $39.5M. The largest seller was Blackstone Inc, cutting an estimated $106M.
- 88 institutional investors held Custom Truck One Source (CTOS) as of Q4 2021, up from 73 in Q3 2021.
- Funds reported $1.58B of Custom Truck One Source stock for Q4 2021, down 22% quarter-over-quarter.
- 25 funds opened new Custom Truck One Source positions in Q4 2021 and 9 closed out, a net change of +16 holders.
- The largest Custom Truck One Source buyer in Q4 2021 was Federated Hermes, an estimated $39.5M added.
- The largest Custom Truck One Source seller in Q4 2021 was Blackstone Inc, an estimated $106M sold.
Based on aggregated 13F filings for Q4 2021.