CTOS icon

Custom Truck One Source

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.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
16
Increased
44
Reduced
37
Closed
8
Calls
$3.48M
Puts
$101K
Net Calls
+$3.38M
Net Calls Change
+$3.01M
Name Holding Trade Value Shares
Change
Shares
Change %
Lazard Asset Management
101
Lazard Asset Management
New York
$30K
AIP
102
Ameritas Investment Partners
Nebraska
$28.1K
Osaic Holdings
103
Osaic Holdings
Arizona
$20.5K +$303 +49 +1%
Qube Research & Technologies (QRT)
104
Qube Research & Technologies (QRT)
United Kingdom
$15.2K -$221K -35,803 -94%
MLICM
105
Metropolitan Life Insurance Company (MetLife)
New York
$13K -$6.85K -1,109 -34%
Fidelity Investments
106
Fidelity Investments
Massachusetts
$7.24K -$16.4M -2,657,601 -100%
PFA
107
Pathway Financial Advisers
Indiana
$6.18K
GI
108
GAMMA Investing
California
$5.81K +$5.81K +889 New
PTC
109
Private Trust Company
Ohio
$5.02K
GRP
110
Global Retirement Partners
California
$2K
Comerica Bank
111
Comerica Bank
Texas
$618
Nisa Investment Advisors
112
Nisa Investment Advisors
Missouri
$402
AF
113
Allworth Financial
California
$130 +$130 +21 New
FFA
114
Farther Finance Advisors
California
$6 +$6 +1 New
HCA
115
Harbour Capital Advisors
Virginia
-$335K -54,096 Closed
BPA
116
Beacon Pointe Advisors
California
-$149K -24,072 Closed
TCM
117
Teza Capital Management
Illinois
-$129K -20,851 Closed
CSPIA
118
Cary Street Partners Investment Advisory
Virginia
-$31K -5,000 Closed
QT
119
Quantbot Technologies
New York
-$9.92K -1,600 Closed
Russell Investments Group
120
Russell Investments Group
United Kingdom
-$3.3K -532 Closed
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
-$2K -357 Closed
LC
122
Lindbrook Capital
California
-$1.35K -218 Closed