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Custom Truck One Source
CTOS

Overview Fund Activity

112 hedge funds and large institutions have $957M invested in Custom Truck One Source in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
45
Reduced
29
Closed
28
Calls
$2.09M
Puts
$47K
Net Calls
+$2.04M
Net Calls Change
+$1.99M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.5M
2
HA
2
Heartland Advisors
Wisconsin
$5.22M
3
KCM
3
Kennedy Capital Management
Missouri
$3.39M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$10.3M
5
MS
5
Maven Securities
Jersey
$2.18M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$673K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
101
Simplex Trading
Illinois
$2K +$2K +635 New
AAP
102
Arax Advisory Partners
Colorado
$1.81K +$1.81K +415 New
US Bancorp
103
US Bancorp
Minnesota
$1.72K +$1.72K +395 New
GRP
104
Global Retirement Partners
California
$1.4K – – –
RIL
105
Rothschild Investment LLC
Illinois
$1.09K +$653 +150 +150%
RA
106
Rise Advisors
New York
$870 +$870 +200 New
LC
107
Lindbrook Capital
California
$857 +$857 +197 New
Macquarie Group
108
Macquarie Group
Australia
$805 +$805 +185 New
HNB
109
Huntington National Bank
Ohio
$405 +$405 +93 New
Nisa Investment Advisors
110
Nisa Investment Advisors
Missouri
$365 +$126 +29 +53%
AF
111
Allworth Financial
California
$251 – – –
Mirae Asset Global Investments
112
Mirae Asset Global Investments
South Korea
– -$12M -1,817,365 Closed
ACH
113
ArrowMark Colorado Holdings
Colorado
– -$5.31M -912,000 Closed
Schroder Investment Management Group
114
Schroder Investment Management Group
United Kingdom
– -$4.77M -819,304 Closed
Millennium Management
115
Millennium Management
New York
– -$1.96M -337,331 Closed
Connor, Clark & Lunn Investment Management (CC&L)
116
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$783K -134,502 Closed
Franklin Resources
117
Franklin Resources
California
– -$633K -108,811 Closed
NYLIM
118
New York Life Investment Management
New York
– -$374K -64,249 Closed
Balyasny Asset Management
119
Balyasny Asset Management
Illinois
– -$368K -63,197 Closed
BFC
120
Bedel Financial Consulting
Indiana
– -$263K -45,227 Closed
Renaissance Technologies
121
Renaissance Technologies
New York
– -$256K -44,000 Closed
CCIA
122
Campbell & Co Investment Adviser
Maryland
– -$202K -34,654 Closed
SPA
123
Sherbrooke Park Advisers
New York
– -$181K -31,031 Closed
AIG
124
American International Group
New York
– -$160K -27,564 Closed
AC
125
Aristides Capital
Kentucky
– -$130K -22,409 Closed
2 3 4
5
6