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Custom Truck One Source
CTOS

Overview Fund Activity

124 hedge funds and large institutions have $1.12B invested in Custom Truck One Source in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
39
Reduced
44
Closed
13
Calls
$65K
Puts
$19K
Net Calls
+$46K
Net Calls Change
+$10K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.3M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$35.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$7.27M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.98M
5
Bank of America
5
Bank of America
North Carolina
$6.31M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$78.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.17M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111K
5
BDF
5
Black Diamond Financial
Maryland
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
T. Rowe Price Associates
76
T. Rowe Price Associates
Maryland
$94K +$14.5K +2,999 +18%
Royal Bank of Canada
77
Royal Bank of Canada
Ontario, Canada
$90K -$97.3K -20,240 -52%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$83.1K -$15.7K -3,254 -16%
ASRS
79
Arizona State Retirement System
Arizona
$82.4K -$808 -168 -1%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$78K – – –
AWA
81
Arbor Wealth Advisors
Michigan
$73.4K – – –
Mercer Global Advisors
82
Mercer Global Advisors
Colorado
$70.5K +$8K +1,663 +13%
ProShare Advisors
83
ProShare Advisors
Maryland
$67K +$67K +13,925 New
PTP
84
Platform Technology Partners
New York
$66.3K +$66.3K +13,791 New
Two Sigma Investments
85
Two Sigma Investments
New York
$63.2K +$63.2K +13,148 New
Zurich Cantonal Bank
86
Zurich Cantonal Bank
Switzerland
$62.6K – – –
PFSRSONJ
87
Police & Firemen's Retirement System of New Jersey
New Jersey
$62.2K +$62.2K +12,939 New
Jane Street
88
Jane Street
New York
$59.1K -$371K -77,154 -86%
KK
89
KLP Kapitalforvaltning
Norway
$55.8K +$55.8K +11,600 New
Fidelity Investments
90
Fidelity Investments
Massachusetts
$53.8K -$84.9K -17,654 -61%
Stifel Financial
91
Stifel Financial
Missouri
$53.2K +$4.98K +1,036 +10%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$50.5K -$226K -46,900 -82%
New York State Common Retirement Fund
93
New York State Common Retirement Fund
New York
$43K – – –
RS
94
R Squared
Hong Kong
$39.4K +$39.4K +8,190 New
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$29K +$29K +6,032 New
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$28.1K +$2.39K +496 +9%
AIP
97
Ameritas Investment Partners
Nebraska
$21.9K – – –
Mitsubishi UFJ Asset Management
98
Mitsubishi UFJ Asset Management
Japan
$18.7K – – –
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$18K +$8.51K +1,738 +90%
NA
100
NewEdge Advisors
Louisiana
$12.9K – – –
2 3
4
5 6