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Custom Truck One Source
CTOS

Overview Fund Activity

87 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2022 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 23 reducing their positions, and 14 closing their positions.

Holders
87
Holders Change
-2
Holders Change %
-2.25%
% of All Funds
1.5%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
12
Increased
39
Reduced
23
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWA
1
Canvas Wealth Advisors
Kansas
$20.6M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$52.9M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$18M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.99M
5
BlackRock
5
BlackRock
New York
$21.2M

Top Sellers

1
PCM
1
Portolan Capital Management
Massachusetts
$6.9M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$6.62M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$18.9M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$8.87M
5
ECM
5
ExodusPoint Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$866M – – –
EC
2
ECP ControlCo
New Jersey
$150M – – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$52.9M +$1.55M +265,692 +3%
Federated Hermes
4
Federated Hermes
Pennsylvania
$27.6M -$7.34K -1,259 -0%
GGHC
5
Gilder Gagnon Howe & Co
New York
$21.8M -$529K -90,782 -2%
BlackRock
6
BlackRock
New York
$21.2M +$1.05M +180,652 +5%
CWA
7
Canvas Wealth Advisors
Kansas
$20.6M +$1.96M +292,826 +11%
HCM
8
Hawkeye Capital Management
Florida
$20.4M – – –
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$18.9M -$1.49M -255,586 -7%
Vanguard Group
10
Vanguard Group
Pennsylvania
$18M +$1.33M +227,846 +8%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$14.4M +$24.1K +4,141 +0.2%
ClearBridge Investments
12
ClearBridge Investments
New York
$13.8M +$176K +30,215 +1%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$8.87M -$1.28M -218,899 -13%
PCM
14
Portolan Capital Management
Massachusetts
$6.9M -$2.78M -477,151 -29%
ACH
15
ArrowMark Colorado Holdings
Colorado
$6.83M – – –
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$6.62M -$1.66M -284,679 -20%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$6.22M +$653K +111,970 +12%
Citadel Advisors
18
Citadel Advisors
Florida
$5.99M +$1.1M +189,316 +23%
State Street
19
State Street
Massachusetts
$5.43M +$311K +53,275 +6%
CRC
20
Catawba River Capital
South Carolina
$4.89M +$315K +53,980 +7%
PI
21
Putnam Investments
Massachusetts
$4.85M -$183K -31,404 -4%
Bank of America
22
Bank of America
North Carolina
$3.63M +$209K +35,926 +6%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$3.34M +$44.8K +7,687 +1%
AC
24
AWH Capital
Texas
$2.92M – – –
Northern Trust
25
Northern Trust
Illinois
$2.83M +$52.8K +9,055 +2%
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