Custom Truck One Source
CTOS
115 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 8 closing their positions.
3,342% more call options, than puts
Call options by funds: $3.48M | Put options by funds: $101K
100% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 8
19% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 37
6% more funds holding
Funds holding: 109 → 115 (+6)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
4% less capital invested
Capital invested by funds: $1.39B → $1.34B (-$51.2M)
1.09% less ownership
Funds ownership: 90.34% → 89.24% (-1.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.27M |
| 2 |
Morgan Stanley
New York
|
+$3.11M |
| 3 |
CRC
Catawba River Capital
Lake Wylie,
South Carolina
|
+$1.91M |
| 4 |
BlackRock
New York
|
+$1.54M |
| 5 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$15.7M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
-$7.18M |
| 3 |
JP Morgan Chase
New York
|
-$2.86M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.72M |
| 5 |
Millennium Management
New York
|
-$2.17M |
CTOS Hedge Fund Activity: Q4 2023 in Review
115 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2023, worth a combined $1.34B — down 3.7% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CTOS positions and 8 closed out — a net gain of 8 holders — while 44 added to existing stakes and 37 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $4.27M. The largest seller was Fidelity Investments, cutting an estimated $15.7M.
- 115 institutional investors held Custom Truck One Source (CTOS) as of Q4 2023, up from 109 in Q3 2023.
- Funds reported $1.34B of Custom Truck One Source stock for Q4 2023, down 3.7% quarter-over-quarter.
- 16 funds opened new Custom Truck One Source positions in Q4 2023 and 8 closed out, a net change of +8 holders.
- The largest Custom Truck One Source buyer in Q4 2023 was Dimensional Fund Advisors, an estimated $4.27M added.
- The largest Custom Truck One Source seller in Q4 2023 was Fidelity Investments, an estimated $15.7M sold.
Based on aggregated 13F filings for Q4 2023.