Custom Truck One Source
CTOS
67 hedge funds and large institutions have $299M invested in Custom Truck One Source in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 16 increasing their positions, 18 reducing their positions, and 5 closing their positions.
360% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 5
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
96% more capital invested
Capital invested by funds: $152M → $299M (+$146M)
37% more funds holding
Funds holding: 49 → 67 (+18)
22% more call options, than puts
Call options by funds: $437K | Put options by funds: $359K
8.37% more ownership
Funds ownership: 74.94% → 83.3% (+8.4%)
11% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$10.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$5.08M |
| 3 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$4.02M |
| 4 |
GGHC
Gilder Gagnon Howe & Co
New York
|
+$3.63M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$2.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$10.1M |
| 2 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$2.43M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$1.3M |
| 4 |
BCM
Brigade Capital Management
New York
|
-$620K |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
-$553K |
CTOS Hedge Fund Activity: Q4 2020 in Review
67 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2020, worth a combined $299M — up 96% from $152M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new CTOS positions and 5 closed out — a net gain of 18 holders — while 16 added to existing stakes and 18 trimmed.
The largest buyer was Phoenix Financial, opening a new position worth an estimated $10.1M. The largest seller was Brown Advisory, cutting an estimated $10.1M.
- 67 institutional investors held Custom Truck One Source (CTOS) as of Q4 2020, up from 49 in Q3 2020.
- Funds reported $299M of Custom Truck One Source stock for Q4 2020, up 96% quarter-over-quarter.
- 23 funds opened new Custom Truck One Source positions in Q4 2020 and 5 closed out, a net change of +18 holders.
- The largest Custom Truck One Source buyer in Q4 2020 was Phoenix Financial, an estimated $10.1M added.
- The largest Custom Truck One Source seller in Q4 2020 was Brown Advisory, an estimated $10.1M sold.
Based on aggregated 13F filings for Q4 2020.