Custom Truck One Source
CTOS
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.
242% more call options, than puts
Call options by funds: $65K | Put options by funds: $19K
47% more capital invested
Capital invested by funds: $759M → $1.12B (+$357M)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
2% more funds holding
Funds holding: 121 → 124 (+3)
2.09% more ownership
Funds ownership: 93.06% → 95.15% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$17.2M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$17.2M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$6.83M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$3.97M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
ECP ControlCo
Summit,
New Jersey
|
-$32.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.27M |
| 4 |
JP Morgan Chase
New York
|
-$2.12M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$1.88M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Squarepoint
New York
| – | -$141K | -40,906 | Closed |
|
127
D.E. Shaw & Co
New York
| – | -$140K | -40,634 | Closed |
|
|
ACM
128
Aquatic Capital Management
Chicago,
Illinois
| – | -$137K | -39,600 | Closed |
|
|
DADC
129
D.A. Davidson & Co
Great Falls,
Montana
| – | -$101K | -29,240 | Closed |
|
130
Acadian Asset Management
Boston,
Massachusetts
| – | -$96K | -27,867 | Closed |
|
|
SPA
131
Sherbrooke Park Advisers
White Plains,
New York
| – | -$84.3K | -24,445 | Closed |
|
|
QC
132
Quadrature Capital
London,
United Kingdom
| – | -$65.1K | -18,891 | Closed |
|
133
Creative Planning
Overland Park,
Kansas
| – | -$62.9K | -18,235 | Closed |
|
|
ACM
134
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$2.71K | -785 | Closed |
|
|
AAP
135
Arax Advisory Partners
Denver,
Colorado
| – | -$1.43K | -415 | Closed |
|
136
Simplex Trading
Chicago,
Illinois
| – | -$1.13K | -249 | Closed |
|
|
RIL
137
Rothschild Investment LLC
Chicago,
Illinois
| – | -$811 | -235 | Closed |
|
|
C
138
Covestor
London,
United Kingdom
| – | +$5 | +1 | +5% |
|
CTOS Hedge Fund Activity: Q4 2024 in Review
124 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2024, worth a combined $1.12B — up 47% from $759M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CTOS positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 44 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $17.2M. The largest seller was ECP ControlCo, cutting an estimated $32.1M.
- 124 institutional investors held Custom Truck One Source (CTOS) as of Q4 2024, up from 121 in Q3 2024.
- Funds reported $1.12B of Custom Truck One Source stock for Q4 2024, up 47% quarter-over-quarter.
- 17 funds opened new Custom Truck One Source positions in Q4 2024 and 13 closed out, a net change of +4 holders.
- The largest Custom Truck One Source buyer in Q4 2024 was Boston Partners, an estimated $17.2M added.
- The largest Custom Truck One Source seller in Q4 2024 was ECP ControlCo, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2024.