Custom Truck One Source
CTOS
86 hedge funds and large institutions have $1.45B invested in Custom Truck One Source in 2022 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 11 closing their positions.
28,900% more call options, than puts
Call options by funds: $290K | Put options by funds: $1K
8% more capital invested
Capital invested by funds: $1.34B → $1.45B (+$109M)
0.09% more ownership
Funds ownership: 92.23% → 92.32% (+0.09%)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
9% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 11
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
1% less funds holding
Funds holding: 87 → 86 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$1.63M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
+$1.21M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.13M |
| 4 |
BlackRock
New York
|
+$540K |
| 5 |
WB
WesBanco Bank
Wheeling,
West Virginia
|
+$491K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$4.58M |
| 2 |
HCM
Hawkeye Capital Management
Miami Beach,
Florida
|
-$2.53M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$2.43M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$922K |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$771K |
CTOS Hedge Fund Activity: Q4 2022 in Review
86 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2022, worth a combined $1.45B — up 8.2% from $1.34B a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of CTOS and 10 opened new positions — a net loss of 1 holder — while 31 trimmed existing stakes and 28 added.
The largest buyer was First Trust Advisors, adding an estimated $1.63M. The largest seller was Gilder Gagnon Howe & Co, cutting an estimated $4.58M.
- 86 institutional investors held Custom Truck One Source (CTOS) as of Q4 2022, down from 87 in Q3 2022.
- Funds reported $1.45B of Custom Truck One Source stock for Q4 2022, up 8.2% quarter-over-quarter.
- 10 funds opened new Custom Truck One Source positions in Q4 2022 and 11 closed out, a net change of -1 holder.
- The largest Custom Truck One Source buyer in Q4 2022 was First Trust Advisors, an estimated $1.63M added.
- The largest Custom Truck One Source seller in Q4 2022 was Gilder Gagnon Howe & Co, an estimated $4.58M sold.
Based on aggregated 13F filings for Q4 2022.