Custom Truck One Source
CTOS
109 hedge funds and large institutions have $1.39B invested in Custom Truck One Source in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 43 increasing their positions, 37 reducing their positions, and 9 closing their positions.
3,640% more call options, than puts
Call options by funds: $374K | Put options by funds: $10K
22% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 9
16% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 37
2% more funds holding
Funds holding: 107 → 109 (+2)
1.66% less ownership
Funds ownership: 92% → 90.34% (-1.7%)
9% less capital invested
Capital invested by funds: $1.53B → $1.39B (-$135M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$3.37M |
| 2 |
JP Morgan Chase
New York
|
+$3.17M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.28M |
| 4 |
Two Sigma Advisers
New York
|
+$1.52M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$36.3M |
| 2 |
AC
AWH Capital
Dallas,
Texas
|
-$1.82M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.09M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$661K |
CTOS Hedge Fund Activity: Q3 2023 in Review
109 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q3 2023, worth a combined $1.39B — down 8.9% from $1.53B a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new CTOS positions and 9 closed out — a net gain of 2 holders — while 43 added to existing stakes and 37 trimmed.
The largest buyer was Millennium Management, adding an estimated $3.37M. The largest seller was Fidelity Investments, cutting an estimated $36.3M.
- 109 institutional investors held Custom Truck One Source (CTOS) as of Q3 2023, up from 107 in Q2 2023.
- Funds reported $1.39B of Custom Truck One Source stock for Q3 2023, down 8.9% quarter-over-quarter.
- 11 funds opened new Custom Truck One Source positions in Q3 2023 and 9 closed out, a net change of +2 holders.
- The largest Custom Truck One Source buyer in Q3 2023 was Millennium Management, an estimated $3.37M added.
- The largest Custom Truck One Source seller in Q3 2023 was Fidelity Investments, an estimated $36.3M sold.
Based on aggregated 13F filings for Q3 2023.