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Custom Truck One Source
CTOS

Overview Fund Activity

73 hedge funds and large institutions have $2.03B invested in Custom Truck One Source in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 37 increasing their positions, 13 reducing their positions, and 11 closing their positions.

Holders
73
Holders Change
+2
Holders Change %
+2.82%
% of All Funds
1.28%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
13
Increased
37
Reduced
13
Closed
11
Calls
$752K
Puts
$42K
Net Calls
+$710K
Net Calls Change
-$61K

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$41.9M
2
BlackRock
2
BlackRock
New York
$26.6M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$19.8M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$24.6M
5
Geode Capital Management
5
Geode Capital Management
Massachusetts
$6.65M

Top Sellers

1
Alyeska Investment Group
1
Alyeska Investment Group
Illinois
$31.7M
2
Principal Financial Group
2
Principal Financial Group
Iowa
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.22M
4
GCM
4
Ghisallo Capital Management
Massachusetts
$0
5
MCM
5
Moore Capital Management
New York
$1.77M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$1.39B – – –
EC
2
ECP ControlCo
New Jersey
$240M – – –
Blackstone Inc
3
Blackstone Inc
New York
$132M – – –
Fidelity Investments
4
Fidelity Investments
Massachusetts
$41.9M +$28.4M +3,045,846 +211%
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$31.7M -$33.6M -3,602,223 -51%
BlackRock
6
BlackRock
New York
$26.6M +$19.7M +2,109,383 +284%
Vanguard Group
7
Vanguard Group
Pennsylvania
$24.6M +$12M +1,284,345 +95%
GGHC
8
Gilder Gagnon Howe & Co
New York
$23.2M +$2.37M +253,714 +11%
ClearBridge Investments
9
ClearBridge Investments
New York
$19.8M +$18.7M +2,001,348 +1,623%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$9.62M +$1.67M +179,321 +21%
PCM
11
Portolan Capital Management
Massachusetts
$8.83M -$820K -87,882 -8%
ZDA
12
Zweig-DiMenna Associates
New York
$8.8M +$630K +67,500 +8%
CRC
13
Catawba River Capital
South Carolina
$7.53M +$110K +11,779 +1%
Federated Hermes
14
Federated Hermes
Pennsylvania
$7.18M +$1.02M +109,229 +17%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$6.65M +$4.39M +470,770 +195%
Wells Fargo
16
Wells Fargo
California
$6.12M +$2.66M +285,032 +77%
KCM
17
Kennedy Capital Management
Missouri
$5.68M -$1.27M -136,229 -18%
State Street
18
State Street
Massachusetts
$4.98M +$2.85M +305,837 +134%
AC
19
AWH Capital
Texas
$4.67M – – –
Morgan Stanley
20
Morgan Stanley
New York
$3.95M +$1.52M +162,781 +62%
Northern Trust
21
Northern Trust
Illinois
$3.88M +$2.24M +239,658 +136%
Bank of America
22
Bank of America
North Carolina
$3.27M +$295K +31,565 +10%
Charles Schwab
23
Charles Schwab
California
$3.17M +$2.85M +304,907 +887%
Nuveen Asset Management
24
Nuveen Asset Management
Illinois
$2.8M +$2.47M +264,258 +743%
Invesco
25
Invesco
Georgia
$2.18M +$50.1K +5,371 +2%
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