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Custom Truck One Source
CTOS

Overview Fund Activity

121 hedge funds and large institutions have $759M invested in Custom Truck One Source in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
35
Reduced
43
Closed
13
Calls
$50K
Puts
$14K
Net Calls
+$36K
Net Calls Change
-$2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$12.5M
2
BDF
2
Black Diamond Financial
Maryland
$5.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$80.7M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
MS
3
Maven Securities
Jersey
$0
4
PCM
4
Portolan Capital Management
Massachusetts
$1.98M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
76
First Merchants Corp
Indiana
$69K – – –
QC
77
Quadrature Capital
United Kingdom
$65.1K -$132K -38,230 -67%
SG Americas Securities
78
SG Americas Securities
New York
$64K +$64K +18,610 New
Creative Planning
79
Creative Planning
Kansas
$62.9K -$42.7K -12,367 -40%
ASRS
80
Arizona State Retirement System
Arizona
$59.7K +$1.69K +491 +3%
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$57K – – –
IIM
82
INTECH Investment Management
Florida
$56K +$56K +16,233 New
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$56K – – –
AWA
84
Arbor Wealth Advisors
Michigan
$52.6K – – –
Zurich Cantonal Bank
85
Zurich Cantonal Bank
Switzerland
$44.9K – – –
Mercer Global Advisors
86
Mercer Global Advisors
Colorado
$42.8K – – –
MIM
87
MetLife Investment Management
New Jersey
$41.4K -$62.3K -18,060 -60%
Cetera Investment Advisers
88
Cetera Investment Advisers
Illinois
$35.3K -$735 -213 -2%
RJA
89
Raymond James & Associates
Florida
$35.2K -$172 -50 -0.5%
Stifel Financial
90
Stifel Financial
Missouri
$34.6K -$21 -6 -0.1%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$34.5K – – –
New York State Common Retirement Fund
92
New York State Common Retirement Fund
New York
$31K – – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$18.5K +$18.5K +5,350 New
AIP
94
Ameritas Investment Partners
Nebraska
$15.7K – – –
Mitsubishi UFJ Asset Management
95
Mitsubishi UFJ Asset Management
Japan
$13.3K +$13.3K +3,847 New
NA
96
NewEdge Advisors
Louisiana
$9.23K +$9.23K +2,675 New
Osaic Holdings
97
Osaic Holdings
Arizona
$7.45K +$3.07K +890 +70%
AB
98
Amalgamated Bank
New York
$7K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.57K +1,540 +388%
TRCT
100
Tower Research Capital (TRC)
New York
$7K -$18.6K -5,378 -73%
2 3
4
5 6