Custom Truck One Source
CTOS
89 hedge funds and large institutions have $1.28B invested in Custom Truck One Source in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 13 closing their positions.
46% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 13
6% more funds holding
Funds holding: 84 → 89 (+5)
0.44% more ownership
Funds ownership: 92.1% → 92.54% (+0.44%)
3% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 31
33% less capital invested
Capital invested by funds: $1.91B → $1.28B (-$625M)
33% less funds holding in top 10
Funds holding in top 10: 6 → 4 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
+$10.2M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$3.6M |
| 3 |
ClearBridge Investments
New York
|
+$1.71M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.7M |
| 5 |
Citigroup
New York
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ZDA
Zweig-DiMenna Associates
New York
|
-$6.21M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$2.94M |
| 3 |
ECM
ExodusPoint Capital Management
New York
|
-$2.78M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$1.53M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.52M |
CTOS Hedge Fund Activity: Q2 2022 in Review
89 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2022, worth a combined $1.28B — down 33% from $1.91B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new CTOS positions and 13 closed out — a net gain of 6 holders — while 30 added to existing stakes and 31 trimmed.
The largest buyer was Canvas Wealth Advisors, adding an estimated $10.2M. The largest seller was Zweig-DiMenna Associates, exiting entirely with an estimated $6.21M sold.
- 89 institutional investors held Custom Truck One Source (CTOS) as of Q2 2022, up from 84 in Q1 2022.
- Funds reported $1.28B of Custom Truck One Source stock for Q2 2022, down 33% quarter-over-quarter.
- 19 funds opened new Custom Truck One Source positions in Q2 2022 and 13 closed out, a net change of +6 holders.
- The largest Custom Truck One Source buyer in Q2 2022 was Canvas Wealth Advisors, an estimated $10.2M added.
- The largest Custom Truck One Source seller in Q2 2022 was Zweig-DiMenna Associates, an estimated $6.21M sold.
Based on aggregated 13F filings for Q2 2022.