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Custom Truck One Source
CTOS

Overview Fund Activity

107 hedge funds and large institutions have $1.53B invested in Custom Truck One Source in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 11 closing their positions.

Holders
107
Holders Change
+6
Holders Change %
+5.94%
% of All Funds
1.69%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
18
Increased
40
Reduced
33
Closed
11
Calls
$3.61M
Puts
$14K
Net Calls
+$3.59M
Net Calls Change
+$3.23M

Top Buyers

1
CWA
1
Canvas Wealth Advisors
Kansas
$22.3M
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$20.4M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$13.3M
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$1.54M
5
Swiss National Bank
5
Swiss National Bank
Switzerland
$902K

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$54.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.11M
3
GGHC
3
Gilder Gagnon Howe & Co
New York
$16.8M
4
AC
4
AWH Capital
Texas
$1.82M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$2.67M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$1B 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$173M 25,738,988 – –
Fidelity Investments
3
Fidelity Investments
Massachusetts
$54.9M 8,141,525 -814,213 -9%
Federated Hermes
4
Federated Hermes
Pennsylvania
$31.9M 4,735,616 +896 +0%
BlackRock
5
BlackRock
New York
$24.6M 3,646,325 -46,909 -1%
CWA
6
Canvas Wealth Advisors
Kansas
$22.3M 3,262,874 +520,121 +19%
Vanguard Group
7
Vanguard Group
Pennsylvania
$21.6M 3,198,666 +81,221 +3%
Alyeska Investment Group
8
Alyeska Investment Group
Illinois
$20.4M 3,031,268 +220,533 +8%
HCM
9
Hawkeye Capital Management
Florida
$19.5M 2,900,000 – –
GGHC
10
Gilder Gagnon Howe & Co
New York
$16.8M 2,498,540 -247,062 -9%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$16M 2,377,710 -40,723 -2%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$13.3M 1,971,711 +160,050 +9%
ClearBridge Investments
13
ClearBridge Investments
New York
$12.6M 1,863,562 +19,147 +1%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$9.45M 1,402,477 +5,712 +0.4%
ACH
15
ArrowMark Colorado Holdings
Colorado
$7.9M 1,172,000 – –
Geode Capital Management
16
Geode Capital Management
Massachusetts
$7.76M 1,151,175 -1,863 -0.2%
State Street
17
State Street
Massachusetts
$7.23M 1,072,595 +44,958 +4%
CRC
18
Catawba River Capital
South Carolina
$6.37M 945,208 +88,512 +10%
PCM
19
Portolan Capital Management
Massachusetts
$5.81M 861,933 -148,252 -15%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$5.64M 836,511 +82,640 +11%
Bank of America
21
Bank of America
North Carolina
$4.35M 644,950 +9,401 +1%
PI
22
Putnam Investments
Massachusetts
$4.03M 597,354 -54,209 -8%
Northern Trust
23
Northern Trust
Illinois
$3.33M 493,576 +10,658 +2%
Charles Schwab
24
Charles Schwab
California
$3.04M 451,708 -3,447 -0.8%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.67M 396,503 -153,872 -28%
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