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Custom Truck One Source
CTOS

Overview Fund Activity

115 hedge funds and large institutions have $1.34B invested in Custom Truck One Source in 2023 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 44 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
115
Holders Change
+6
Holders Change %
+5.5%
% of All Funds
1.69%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
16
Increased
44
Reduced
37
Closed
8
Calls
$3.48M
Puts
$101K
Net Calls
+$3.38M
Net Calls Change
+$3.01M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$7.19M
2
Morgan Stanley
2
Morgan Stanley
New York
$4.2M
3
CRC
3
Catawba River Capital
South Carolina
$8.14M
4
BlackRock
4
BlackRock
New York
$24.3M
5
CWA
5
Canvas Wealth Advisors
Kansas
$21.3M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$7.24K
2
Alyeska Investment Group
2
Alyeska Investment Group
Illinois
$12.2M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$475K
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$11.6M
5
Millennium Management
5
Millennium Management
New York
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$918M 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$159M 25,738,988 – –
Federated Hermes
3
Federated Hermes
Pennsylvania
$29.3M 4,741,512 -150 -0%
BlackRock
4
BlackRock
New York
$24.3M 3,935,827 +260,648 +7%
CWA
5
Canvas Wealth Advisors
Kansas
$21.3M 3,413,242 +156,010 +5%
Vanguard Group
6
Vanguard Group
Pennsylvania
$19.2M 3,111,000 -140,103 -4%
GGHC
7
Gilder Gagnon Howe & Co
New York
$13.4M 2,160,864 -237,670 -10%
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$13.2M 2,137,541 -19,442 -0.9%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$12.2M 1,966,983 -1,217,735 -38%
ClearBridge Investments
10
ClearBridge Investments
New York
$11.6M 1,878,893 +70,005 +4%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$11.6M 1,873,017 -460,926 -20%
CRC
12
Catawba River Capital
South Carolina
$8.14M 1,317,821 +323,618 +33%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$7.76M 1,254,723 +65,505 +6%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$7.31M 1,182,403 -55,096 -4%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$7.19M 1,162,814 +723,962 +165%
State Street
16
State Street
Massachusetts
$7.15M 1,156,654 +79,786 +7%
PCM
17
Portolan Capital Management
Massachusetts
$6.44M 1,042,255 +65,205 +7%
ACH
18
ArrowMark Colorado Holdings
Colorado
$6.19M 1,002,000 -97,883 -9%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$4.79M 775,452 -91,854 -11%
Morgan Stanley
20
Morgan Stanley
New York
$4.2M 679,700 +527,772 +347%
PI
21
Putnam Investments
Massachusetts
$3.92M 633,823 +70,370 +12%
Bank of America
22
Bank of America
North Carolina
$3.58M 579,973 -51,606 -8%
Northern Trust
23
Northern Trust
Illinois
$3.4M 550,970 +38,510 +8%
Charles Schwab
24
Charles Schwab
California
$2.82M 456,254 -6,280 -1%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.41M 390,691 +4,048 +1%
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