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Custom Truck One Source
CTOS

Overview Fund Activity

124 hedge funds and large institutions have $1.12B invested in Custom Truck One Source in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
39
Reduced
44
Closed
13
Calls
$65K
Puts
$19K
Net Calls
+$46K
Net Calls Change
+$10K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.3M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$35.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$7.27M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.98M
5
Bank of America
5
Bank of America
North Carolina
$6.31M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$78.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.17M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111K
5
BDF
5
Black Diamond Financial
Maryland
$4.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
101
Pathway Financial Advisers
Indiana
$12.5K -$18.5K -3,856 -60%
Osaic Holdings
102
Osaic Holdings
Arizona
$10.4K – – –
AB
103
Amalgamated Bank
New York
$10K – – –
TRCT
104
Tower Research Capital (TRC)
New York
$9.35K -$404 -84 -4%
Comerica Bank
105
Comerica Bank
Texas
$6.64K – – –
GI
106
GAMMA Investing
California
$3.77K +$1.44K +299 +62%
US Bancorp
107
US Bancorp
Minnesota
$3.5K +$2.61K +543 +294%
GRP
108
Global Retirement Partners
California
$3.5K +$1.95K +405 +126%
PTC
109
Private Trust Company
Ohio
$3.45K – – –
Deutsche Bank
110
Deutsche Bank
Germany
$3.09K – – –
SCM
111
Sterling Capital Management
North Carolina
$2.95K +$2.52K +524 +582%
BIG
112
Brooklyn Investment Group
New York
$2.55K +$2.55K +530 New
LC
113
Lindbrook Capital
California
$2.38K -$2.29K -477 -49%
HCA
114
Harbor Capital Advisors
Illinois
$2K -$24 -6 -1%
WA
115
WPG Advisers
Maryland
$1.1K +$1.1K +229 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.07K +$1.07K +223 New
HNB
117
Huntington National Bank
Ohio
$1.06K -$5.44K -1,131 -84%
RA
118
Rise Advisors
New York
$962 – – –
GWM
119
Geneos Wealth Management
Colorado
$726 – – –
AF
120
Allworth Financial
California
$269 – – –
SAM
121
Smartleaf Asset Management
Massachusetts
$235 – – –
LFG
122
Larson Financial Group
Missouri
$144 +$144 +30 New
S
123
SignatureFD
Georgia
$125 +$125 +26 New
IA
124
IFP Advisors
Florida
$106 – – –
Renaissance Technologies
125
Renaissance Technologies
New York
– -$217K -63,000 Closed
2 3 4
5
6