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Custom Truck One Source
CTOS

Overview Fund Activity

101 hedge funds and large institutions have $1.54B invested in Custom Truck One Source in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 26 increasing their positions, 34 reducing their positions, and 7 closing their positions.

Holders
101
Holders Change
+15
Holders Change %
+17.44%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
22
Increased
26
Reduced
34
Closed
7
Calls
$367K
Puts
$4K
Net Calls
+$363K
Net Calls Change
+$74K

Top Buyers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$12.3M
2
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$9.48M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$3.74M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.04M
5
SEI Investments
5
SEI Investments
Pennsylvania
$755K

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.59M
2
ClearBridge Investments
2
ClearBridge Investments
New York
$12.5M
3
CWA
3
Canvas Wealth Advisors
Kansas
$17.2M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$19.1M
5
GGHC
5
Gilder Gagnon Howe & Co
New York
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$1.01B 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$175M 25,738,988 – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$60.8M 8,955,738 -21,751 -0.2%
Federated Hermes
4
Federated Hermes
Pennsylvania
$32.1M 4,734,720 – –
BlackRock
5
BlackRock
New York
$25.1M 3,693,234 -28,881 -0.8%
Vanguard Group
6
Vanguard Group
Pennsylvania
$21.2M 3,117,445 +7,032 +0.2%
HCM
7
Hawkeye Capital Management
Florida
$19.7M 2,900,000 -209,430 -7%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$19.1M 2,810,735 -317,005 -10%
GGHC
9
Gilder Gagnon Howe & Co
New York
$18.6M 2,745,602 -293,435 -10%
CWA
10
Canvas Wealth Advisors
Kansas
$17.2M 2,742,753 -347,797 -11%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$16.4M 2,418,433 -43,449 -2%
ClearBridge Investments
12
ClearBridge Investments
New York
$12.5M 1,844,415 -523,631 -22%
Mirae Asset Global Investments
13
Mirae Asset Global Investments
South Korea
$12.3M 1,811,661 +337,429 +23%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$9.48M 1,396,765 +229,020 +20%
ACH
15
ArrowMark Colorado Holdings
Colorado
$7.96M 1,172,000 – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.83M 1,153,038 +35,200 +3%
State Street
17
State Street
Massachusetts
$6.98M 1,027,637 +51,108 +5%
PCM
18
Portolan Capital Management
Massachusetts
$6.86M 1,010,185 -31,729 -3%
CRC
19
Catawba River Capital
South Carolina
$5.82M 856,696 +18,881 +2%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$5.12M 753,871 -5,302 -0.7%
PI
21
Putnam Investments
Massachusetts
$4.42M 651,563 -69,910 -10%
Bank of America
22
Bank of America
North Carolina
$4.32M 635,549 +11,996 +2%
First Trust Advisors
23
First Trust Advisors
Illinois
$3.74M 550,375 +110,274 +25%
Citadel Advisors
24
Citadel Advisors
Florida
$3.59M 528,717 -673,600 -56%
AC
25
AWH Capital
Texas
$3.4M 500,000 – –
1
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