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Custom Truck One Source
CTOS

Overview Fund Activity

115 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
44
Reduced
37
Closed
8
Calls
$3.48M
Puts
$101K
Net Calls
+$3.38M
Net Calls Change
+$3.01M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.2M
3
CRC
3
Catawba River Capital
South Carolina
$8.14M
4
BlackRock
4
BlackRock
New York
$24.3M
5
CWA
5
Canvas Wealth Advisors
Kansas
$21.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.24K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$12.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$475K
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.6M
5
Millennium Management
5
Millennium Management
New York
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
76
Jane Street
New York
$170K +$37.9K +6,128 +29%
Deutsche Bank
77
Deutsche Bank
Germany
$169K -$4.49K -726 -3%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$162K – – –
American Century Companies
79
American Century Companies
Missouri
$130K +$49.9K +8,080 +62%
AC
80
AXQ Capital
New Jersey
$124K +$124K +20,035 New
XT
81
XTX Topco
Cayman Islands
$122K +$122K +19,733 New
Creative Planning
82
Creative Planning
Kansas
$119K +$33.9K +5,488 +40%
AQR Capital Management
83
AQR Capital Management
Connecticut
$114K +$40.4K +6,535 +55%
SPA
84
Sherbrooke Park Advisers
New York
$112K +$23.2K +3,754 +26%
ASRS
85
Arizona State Retirement System
Arizona
$106K -$1.9K -307 -2%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$100K – – –
TRCT
87
Tower Research Capital (TRC)
New York
$98.9K +$88.5K +14,328 +851%
AWA
88
Arbor Wealth Advisors
Michigan
$94.3K +$94.3K +15,260 New
Mercer Global Advisors
89
Mercer Global Advisors
Colorado
$87K – – –
CC
90
Corton Capital
Ontario, Canada
$85.7K +$85.7K +13,870 New
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$84K +$2.13K +343 +3%
GCM
92
Graham Capital Management
Connecticut
$80.8K +$80.8K +13,072 New
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$80.4K – – –
BHCM
94
Brevan Howard Capital Management
Jersey
$72.8K +$72.8K +11,782 New
Citigroup
95
Citigroup
New York
$56.7K +$53K +8,573 +1,424%
ACM
96
Aquatic Capital Management
Illinois
$56K +$11.7K +1,900 +26%
New York State Common Retirement Fund
97
New York State Common Retirement Fund
New York
$55K +$1.02K +165 +2%
AB
98
Amalgamated Bank
New York
$51K -$3.86K -622 -7%
EC
99
EntryPoint Capital
New York
$33.3K +$33.3K +5,384 New
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$31K – – –
1 2 3
4
5