Custom Truck One Source
CTOS
101 hedge funds and large institutions have $1.54B invested in Custom Truck One Source in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 7 closing their positions.
9,075% more call options, than puts
Call options by funds: $367K | Put options by funds: $4K
214% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 7
17% more funds holding
Funds holding: 86 → 101 (+15)
6% more capital invested
Capital invested by funds: $1.45B → $1.54B (+$89.6M)
0.36% less ownership
Funds ownership: 92.32% → 91.96% (-0.36%)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
24% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$2.34M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$1.59M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$766K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$554K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$529K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.68M |
| 2 |
ClearBridge Investments
New York
|
-$3.63M |
| 3 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
-$2.41M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
-$2.2M |
| 5 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$2.04M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$63K | -10,000 | Closed |
|
102
Rockefeller Capital Management
New York
| – | -$15K | -2,498 | Closed |
|
103
National Bank of Canada
Montreal,
Quebec, Canada
| – | -$4.84K | -768 | Closed |
|
|
SO
104
STRS Ohio
Columbus,
Ohio
| – | -$3K | -600 | Closed |
|
|
EI
105
Ellevest Inc
New York
| – | -$278 | -44 | Closed |
|
|
CS
106
Credit Suisse
Zurich,
Switzerland
| – | -$13 | -2 | Closed |
|
CTOS Hedge Fund Activity: Q1 2023 in Review
101 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q1 2023, worth a combined $1.54B — up 6.2% from $1.45B a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CTOS positions and 7 closed out — a net gain of 15 holders — while 26 added to existing stakes and 34 trimmed.
The largest buyer was Mirae Asset Global Investments, adding an estimated $2.34M. The largest seller was Citadel Advisors, cutting an estimated $4.68M.
- 101 institutional investors held Custom Truck One Source (CTOS) as of Q1 2023, up from 86 in Q4 2022.
- Funds reported $1.54B of Custom Truck One Source stock for Q1 2023, up 6.2% quarter-over-quarter.
- 22 funds opened new Custom Truck One Source positions in Q1 2023 and 7 closed out, a net change of +15 holders.
- The largest Custom Truck One Source buyer in Q1 2023 was Mirae Asset Global Investments, an estimated $2.34M added.
- The largest Custom Truck One Source seller in Q1 2023 was Citadel Advisors, an estimated $4.68M sold.
Based on aggregated 13F filings for Q1 2023.