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Custom Truck One Source
CTOS

Overview Fund Activity

121 hedge funds and large institutions have $759M invested in Custom Truck One Source in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
35
Reduced
43
Closed
13
Calls
$50K
Puts
$14K
Net Calls
+$36K
Net Calls Change
-$2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$12.5M
2
BDF
2
Black Diamond Financial
Maryland
$5.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$80.7M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
MS
3
Maven Securities
Jersey
$0
4
PCM
4
Portolan Capital Management
Massachusetts
$1.98M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
101
Comerica Bank
Texas
$4.76K +$4.76K +1,380 New
HNB
102
Huntington National Bank
Ohio
$4.66K +$4.34K +1,259 +1,354%
LC
103
Lindbrook Capital
California
$3.35K +$2.67K +775 +393%
ACM
104
Aster Capital Management
United Arab Emirates
$2.71K +$2.71K +785 New
PTC
105
Private Trust Company
Ohio
$2.47K – – –
Russell Investments Group
106
Russell Investments Group
United Kingdom
$2.41K -$500 -145 -17%
Deutsche Bank
107
Deutsche Bank
Germany
$2.22K – – –
HCA
108
Harbor Capital Advisors
Illinois
$2K +$2K +506 New
PFA
109
Pathway Financial Advisers
Indiana
$1.87K +$1.33K +4,589 +245%
GI
110
GAMMA Investing
California
$1.67K +$1.67K +484 New
AAP
111
Arax Advisory Partners
Colorado
$1.43K – – –
GRP
112
Global Retirement Partners
California
$1.11K – – –
RIL
113
Rothschild Investment LLC
Illinois
$811 -$52 -15 -6%
RA
114
Rise Advisors
New York
$690 – – –
US Bancorp
115
US Bancorp
Minnesota
$638 -$724 -210 -53%
GWM
116
Geneos Wealth Management
Colorado
$521 +$521 +151 New
SCM
117
Sterling Capital Management
North Carolina
$311 +$311 +90 New
AF
118
Allworth Financial
California
$183 – – –
SAM
119
Smartleaf Asset Management
Massachusetts
$176 +$176 +49 New
Loomis, Sayles & Company
120
Loomis, Sayles & Company
Massachusetts
– -$3.37M -775,090 Closed
MS
121
Maven Securities
Jersey
– -$2.18M -500,000 Closed
First Eagle Investment Management
122
First Eagle Investment Management
New York
– -$1.33M -305,338 Closed
AG
123
Algert Global
California
– -$711K -163,463 Closed
Two Sigma Investments
124
Two Sigma Investments
New York
– -$484K -111,341 Closed
JF
125
Jump Financial
Illinois
– -$370K -85,000 Closed
2 3 4
5
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