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Custom Truck One Source
CTOS

Overview Fund Activity

89 hedge funds and large institutions have $1.28B invested in Custom Truck One Source in 2022 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 30 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.5%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
19
Increased
30
Reduced
31
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Canvas Wealth Advisors
Kansas
$15.6M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$3.17M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$13.1M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$49.3M
5
Citigroup
5
Citigroup
New York
$1.22M

Top Sellers

1
ZDA
1
Zweig-DiMenna Associates
New York
$0
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$26.5M
3
ECM
3
ExodusPoint Capital Management
New York
$1.22M
4
AR
4
Advisory Research
Illinois
$0
5
Mirae Asset Global Investments
5
Mirae Asset Global Investments
South Korea
$9.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$832M – – –
EC
2
ECP ControlCo
New Jersey
$144M -$676K -120,779 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$49.3M +$1.49M +266,911 +3%
Federated Hermes
4
Federated Hermes
Pennsylvania
$26.5M -$2.58M -461,456 -9%
GGHC
5
Gilder Gagnon Howe & Co
New York
$21.5M -$834K -148,847 -4%
Alyeska Investment Group
6
Alyeska Investment Group
Illinois
$19.6M -$20K -3,570 -0.1%
HCM
7
Hawkeye Capital Management
Florida
$19.6M – – –
BlackRock
8
BlackRock
New York
$19.4M +$676K +120,753 +4%
Vanguard Group
9
Vanguard Group
Pennsylvania
$16M -$80K -14,287 -0.5%
CWA
10
Canvas Wealth Advisors
Kansas
$15.6M +$9M +1,607,450 +137%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$13.8M -$172K -30,727 -1%
ClearBridge Investments
12
ClearBridge Investments
New York
$13.1M +$1.5M +267,673 +13%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$9.74M -$1.33M -237,855 -12%
PCM
14
Portolan Capital Management
Massachusetts
$9.3M +$1.19M +212,701 +15%
Schroder Investment Management Group
15
Schroder Investment Management Group
United Kingdom
$7.53M +$11.8K +2,230 +0.2%
ACH
16
ArrowMark Colorado Holdings
Colorado
$6.56M +$224K +40,000 +4%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$5.35M +$116K +20,788 +2%
State Street
18
State Street
Massachusetts
$4.92M +$629K +112,298 +15%
PI
19
Putnam Investments
Massachusetts
$4.84M +$1M +179,051 +26%
Citadel Advisors
20
Citadel Advisors
Florida
$4.69M +$146K +26,144 +3%
CRC
21
Catawba River Capital
South Carolina
$4.39M -$24K -4,283 -0.5%
Bank of America
22
Bank of America
North Carolina
$3.28M -$199K -35,466 -6%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$3.17M +$3.17M +565,467 New
AC
24
AWH Capital
Texas
$2.8M – – –
Northern Trust
25
Northern Trust
Illinois
$2.67M -$62.2K -11,117 -2%
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