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Custom Truck One Source
CTOS

Overview Fund Activity

63 hedge funds and large institutions have $360M invested in Custom Truck One Source in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 14 closing their positions.

Holders
63
Holders Change
-4
Holders Change %
-5.97%
% of All Funds
1.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
10
Increased
24
Reduced
19
Closed
14
Calls
$1.41M
Puts
$435K
Net Calls
+$978K
Net Calls Change
+$900K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$13.5M
2
KCM
2
Kennedy Capital Management
Missouri
$7.57M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$11.5M
4
PCM
4
Portolan Capital Management
Massachusetts
$12.1M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$7.83M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
Brown Advisory
2
Brown Advisory
Maryland
$0
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$0
4
TD Asset Management
4
TD Asset Management
Ontario, Canada
$0
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$4.23M
Name Market Value Shares Shares
Change 		Shares
Change %
EC
1
ECP ControlCo
New Jersey
$241M 25,738,988 – –
Fidelity Investments
2
Fidelity Investments
Massachusetts
$13.5M 1,440,665 +1,440,665 New
Principal Financial Group
3
Principal Financial Group
Iowa
$12.8M 1,371,923 +55,917 +4%
PCM
4
Portolan Capital Management
Massachusetts
$12.1M 1,291,259 +498,186 +63%
GGHC
5
Gilder Gagnon Howe & Co
New York
$11.5M 1,233,237 +516,699 +72%
Citadel Advisors
6
Citadel Advisors
Florida
$9.41M 1,006,536 +3,556 +0.4%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$7.83M 837,077 +381,731 +84%
KCM
8
Kennedy Capital Management
Missouri
$7.57M 809,465 +559,175 +223%
CRC
9
Catawba River Capital
South Carolina
$7.44M 795,280 -95,861 -11%
BlackRock
10
BlackRock
New York
$6.59M 705,321 +48,994 +7%
AC
11
AWH Capital
Texas
$4.68M 500,000 – –
Vanguard Group
12
Vanguard Group
Pennsylvania
$4.23M 451,889 -325,776 -42%
Bank of America
13
Bank of America
North Carolina
$2.76M 295,227 +206,145 +231%
PI
14
Putnam Investments
Massachusetts
$2.45M 262,100 -124,888 -32%
Invesco
15
Invesco
Georgia
$2.35M 251,125 +16,235 +7%
State Street
16
State Street
Massachusetts
$1.74M 185,642 +2,300 +1%
Northern Trust
17
Northern Trust
Illinois
$1.18M 126,568 -27,110 -18%
ZDA
18
Zweig-DiMenna Associates
New York
$935K 100,000 +25,000 +33%
Renaissance Technologies
19
Renaissance Technologies
New York
$838K 89,600 +38,000 +74%
Wells Fargo
20
Wells Fargo
California
$784K 83,898 +75,123 +856%
Goldman Sachs
21
Goldman Sachs
New York
$758K 81,053 +81,053 New
SRF
22
Silver Rock Financial
California
$740K 78,943 -277,868 -78%
Marshall Wace
23
Marshall Wace
United Kingdom
$717K 76,665 +39,565 +107%
Squarepoint
24
Squarepoint
New York
$455K 48,682 +37,777 +346%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$437K 46,732 +4,855 +12%
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