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Custom Truck One Source
CTOS

Overview Fund Activity

120 hedge funds and large institutions have $1.25B invested in Custom Truck One Source in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
36
Reduced
44
Closed
14
Calls
$137K
Puts
$92K
Net Calls
+$45K
Net Calls Change
-$3.33M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.7M
2
HA
2
Heartland Advisors
Wisconsin
$2.46M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.78M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.44M
5
PP
5
Paloma Partners
Connecticut
$1.19M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$16.2M
2
GGHC
2
Gilder Gagnon Howe & Co
New York
$9.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.42M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$12M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$4.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
DekaBank Deutsche Girozentrale
101
DekaBank Deutsche Girozentrale
Germany
$29K – – –
Lazard Asset Management
102
Lazard Asset Management
New York
$28K – – –
AIP
103
Ameritas Investment Partners
Nebraska
$26.4K – – –
AB
104
Amalgamated Bank
New York
$12K -$35.1K -6,120 -75%
TRCT
105
Tower Research Capital (TRC)
New York
$11.2K -$82K -14,094 -88%
MLICM
106
Metropolitan Life Insurance Company (MetLife)
New York
$10.2K -$2.07K -355 -17%
GI
107
GAMMA Investing
California
$6.38K +$1.21K +207 +23%
Osaic Holdings
108
Osaic Holdings
Arizona
$6.26K -$13.1K -2,250 -68%
PFA
109
Pathway Financial Advisers
Indiana
$5.82K – – –
PTC
110
Private Trust Company
Ohio
$4.73K – – –
GRP
111
Global Retirement Partners
California
$1.87K – – –
FFO
112
Fortitude Family Office
Arizona
$1.33K +$1.33K +228 New
Comerica Bank
113
Comerica Bank
Texas
$582 – – –
RIL
114
Rothschild Investment LLC
Illinois
$582 +$582 +100 New
QCG
115
Quadrant Capital Group
Ohio
$495 +$495 +85 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$320 -$58 -10 -15%
AF
117
Allworth Financial
California
$309 +$187 +32 +152%
AWM
118
Avior Wealth Management
Nebraska
$69 +$69 +12 New
SG Americas Securities
119
SG Americas Securities
New York
– -$520K -84,169 Closed
State of Wisconsin Investment Board
120
State of Wisconsin Investment Board
Wisconsin
– -$501K -81,138 Closed
SPS
121
Susquehanna Portfolio Strategies
Pennsylvania
– -$332K -53,652 Closed
YIH
122
Y-Intercept (HK)
Hong Kong
– -$215K -34,747 Closed
PP
123
PDT Partners
New York
– -$173K -27,970 Closed
AC
124
AXQ Capital
New Jersey
– -$124K -20,035 Closed
XT
125
XTX Topco
Cayman Islands
– -$122K -19,733 Closed
2 3 4
5
6