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Custom Truck One Source
CTOS

Overview Fund Activity

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, 27 increasing their positions, 32 reducing their positions, and 11 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.39%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
27
Reduced
32
Closed
11
Calls
$290K
Puts
$1K
Net Calls
+$289K
Net Calls Change
+$289K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$2.78M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$4.8M
3
Citadel Advisors
3
Citadel Advisors
Florida
$7.6M
4
BlackRock
4
BlackRock
New York
$23.5M
5
WB
5
WesBanco Bank
West Virginia
$479K

Top Sellers

1
GGHC
1
Gilder Gagnon Howe & Co
New York
$19.2M
2
HCM
2
Hawkeye Capital Management
Florida
$19.7M
3
KCM
3
Kennedy Capital Management
Missouri
$606K
4
PCM
4
Portolan Capital Management
Massachusetts
$6.58M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$19.8M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$939M 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$163M 25,738,988 – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$56.7M 8,977,489 -100,643 -1%
Federated Hermes
4
Federated Hermes
Pennsylvania
$29.9M 4,734,720 – –
BlackRock
5
BlackRock
New York
$23.5M 3,722,115 +83,225 +2%
CWA
6
Canvas Wealth Advisors
Kansas
$21M 3,090,550 +14,677 +0.5%
Alyeska Investment Group
7
Alyeska Investment Group
Illinois
$19.8M 3,127,740 -118,924 -4%
Vanguard Group
8
Vanguard Group
Pennsylvania
$19.7M 3,110,413 +30,495 +1%
HCM
9
Hawkeye Capital Management
Florida
$19.7M 3,109,430 -390,570 -11%
GGHC
10
Gilder Gagnon Howe & Co
New York
$19.2M 3,039,037 -706,073 -19%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$15.6M 2,461,882 -13,972 -0.6%
ClearBridge Investments
12
ClearBridge Investments
New York
$15M 2,368,046 +6,320 +0.3%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$9.32M 1,474,232 -46,632 -3%
Citadel Advisors
14
Citadel Advisors
Florida
$7.6M 1,202,317 +174,913 +17%
ACH
15
ArrowMark Colorado Holdings
Colorado
$7.41M 1,172,000 – –
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$7.38M 1,167,745 +32,628 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$7.06M 1,117,838 +51,214 +5%
Nuveen Asset Management
18
Nuveen Asset Management
Illinois
$6.66M 188,969 -18,015 -9%
PCM
19
Portolan Capital Management
Massachusetts
$6.58M 1,041,914 -142,145 -12%
State Street
20
State Street
Massachusetts
$6.17M 976,529 +45,202 +5%
CRC
21
Catawba River Capital
South Carolina
$5.29M 837,815 -575 -0.1%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$4.8M 759,173 +186,019 +32%
PI
23
Putnam Investments
Massachusetts
$4.56M 721,473 -110,615 -13%
Bank of America
24
Bank of America
North Carolina
$3.94M 623,553 +1,551 +0.2%
AC
25
AWH Capital
Texas
$3.16M 500,000 – –
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