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Custom Truck One Source
CTOS

Overview Fund Activity

101 hedge funds and large institutions have $1.54B invested in Custom Truck One Source in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+15
Holders Change %
+17.44%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
26
Reduced
34
Closed
7
Calls
$367K
Puts
$4K
Net Calls
+$363K
Net Calls Change
+$74K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$12.3M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.48M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$3.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.04M
5
SEI Investments
5
SEI Investments
Pennsylvania
$755K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.59M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$12.5M
3
CWA
3
Canvas Wealth Advisors
Kansas
$17.2M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$19.1M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$97K +$66.4K +9,780 +217%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$96K +$96K +14,156 New
Creative Planning
78
Creative Planning
Kansas
$94K +$17.7K +2,606 +23%
SSA
79
Schonfeld Strategic Advisors
New York
$87.6K -$15.6K -2,300 -15%
AQR Capital Management
80
AQR Capital Management
Connecticut
$81K +$285 +42 +0.4%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$80K +$11.6K +1,714 +17%
EGM
82
Engineers Gate Manager
New York
$69.1K +$69.1K +10,175 New
Lazard Asset Management
83
Lazard Asset Management
New York
$49K +$49K +7,282 New
ACM
84
Aquatic Capital Management
Illinois
$48K +$48K +7,000 New
AB
85
Amalgamated Bank
New York
$47K -$9.22K -1,344 -16%
Legal & General Group
86
Legal & General Group
United Kingdom
$40.3K – – –
CSPIA
87
Cary Street Partners Investment Advisory
Virginia
$34K -$10.2K -1,500 -23%
AIP
88
Ameritas Investment Partners
Nebraska
$30.8K – – –
SOW
89
State of Wyoming
Wyoming
$28.7K +$28.7K +4,226 New
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$21.9K -$2.74K -404 -11%
PFA
91
Pathway Financial Advisers
Indiana
$21.1K – – –
TRCT
92
Tower Research Capital (TRC)
New York
$18K -$1.42K -203 -7%
Simplex Trading
93
Simplex Trading
Illinois
$18K +$18K +2,795 New
Citigroup
94
Citigroup
New York
$13.8K -$1.46M -214,620 -99%
PTC
95
Private Trust Company
Ohio
$5.51K -$1.67K -246 -23%
GRP
96
Global Retirement Partners
California
$1.56K – – –
LC
97
Lindbrook Capital
California
$1.48K – – –
RTL
98
Red Tortoise LLC
Georgia
$1.35K +$1.35K +199 New
WWM
99
Wolff Wiese Magana
California
$272 – – –
Two Sigma Advisers
100
Two Sigma Advisers
New York
– -$77.1K -12,200 Closed
1 2 3
4
5