Custom Truck One Source
CTOS
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.
25,650% more call options, than puts
Call options by funds: $3.6M | Put options by funds: $14K
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
21% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 33
6% more funds holding
Funds holding: 101 → 107 (+6)
0.04% more ownership
Funds ownership: 91.96% → 92% (+0.04%)
1% less capital invested
Capital invested by funds: $1.54B → $1.53B (-$9.11M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
Canvas Wealth Advisors
Shawnee,
Kansas
|
+$3.43M |
| 2 |
Alyeska Investment Group
Chicago,
Illinois
|
+$1.45M |
| 3 |
Mirae Asset Global Investments
Seoul,
South Korea
|
+$1.05M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$953K |
| 5 |
Swiss National Bank
Zurich,
Switzerland
|
+$882K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.36M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$2.4M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$1.63M |
| 4 |
AC
AWH Capital
Dallas,
Texas
|
-$1.51M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.01M |
CTOS Hedge Fund Activity: Q2 2023 in Review
107 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2023, worth a combined $1.53B — down 0.59% from $1.54B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new CTOS positions and 11 closed out — a net gain of 7 holders — while 40 added to existing stakes and 33 trimmed.
The largest buyer was Canvas Wealth Advisors, adding an estimated $3.43M. The largest seller was Fidelity Investments, cutting an estimated $5.36M.
- 107 institutional investors held Custom Truck One Source (CTOS) as of Q2 2023, up from 101 in Q1 2023.
- Funds reported $1.53B of Custom Truck One Source stock for Q2 2023, down 0.59% quarter-over-quarter.
- 18 funds opened new Custom Truck One Source positions in Q2 2023 and 11 closed out, a net change of +7 holders.
- The largest Custom Truck One Source buyer in Q2 2023 was Canvas Wealth Advisors, an estimated $3.43M added.
- The largest Custom Truck One Source seller in Q2 2023 was Fidelity Investments, an estimated $5.36M sold.
Based on aggregated 13F filings for Q2 2023.