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Custom Truck One Source
CTOS

Overview Fund Activity

112 hedge funds and large institutions have $957M invested in Custom Truck One Source in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
45
Reduced
29
Closed
28
Calls
$2.09M
Puts
$47K
Net Calls
+$2.04M
Net Calls Change
+$1.99M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.5M
2
HA
2
Heartland Advisors
Wisconsin
$5.22M
3
KCM
3
Kennedy Capital Management
Missouri
$3.39M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$10.3M
5
MS
5
Maven Securities
Jersey
$2.18M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
ASRS
76
Arizona State Retirement System
Arizona
$73.2K +$561 +129 +0.8%
T. Rowe Price Associates
77
T. Rowe Price Associates
Maryland
$72K – – –
State Board of Administration of Florida Retirement System
78
State Board of Administration of Florida Retirement System
Florida
$70.6K +$70.6K +16,220 New
AWA
79
Arbor Wealth Advisors
Michigan
$66.4K – – –
Citigroup
80
Citigroup
New York
$57.7K +$11.2K +2,573 +24%
Zurich Cantonal Bank
81
Zurich Cantonal Bank
Switzerland
$56.6K – – –
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$56.6K -$5.03K -1,156 -8%
Victory Capital Management
83
Victory Capital Management
Texas
$46.9K +$46.9K +10,781 New
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$45.4K -$11.4K -2,619 -20%
RJA
85
Raymond James & Associates
Florida
$44.7K +$44.7K +10,266 New
Stifel Financial
86
Stifel Financial
Missouri
$43.7K +$43.7K +10,040 New
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$41K – – –
New York State Common Retirement Fund
88
New York State Common Retirement Fund
New York
$39K -$18 -4 -0%
SOW
89
State of Wyoming
Wyoming
$32.2K +$32.2K +7,410 New
TRCT
90
Tower Research Capital (TRC)
New York
$32.2K +$23.9K +5,489 +286%
IC
91
Innealta Capital
Texas
$22.6K +$22.6K +5,203 New
AIP
92
Ameritas Investment Partners
Nebraska
$19.8K – – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$9.4K -$60.1K -13,815 -86%
AB
94
Amalgamated Bank
New York
$9K – – –
PFA
95
Pathway Financial Advisers
Indiana
$8.15K +$3.8K +873 +87%
Osaic Holdings
96
Osaic Holdings
Arizona
$5.52K +$844 +194 +18%
Russell Investments Group
97
Russell Investments Group
United Kingdom
$3.67K -$28.1K -6,457 -88%
PTC
98
Private Trust Company
Ohio
$3.12K -$413 -95 -12%
Deutsche Bank
99
Deutsche Bank
Germany
$2.79K -$125K -28,655 -98%
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$2K +$1.72K +342 +622%
2 3
4
5 6