Custom Truck One Source
CTOS
120 hedge funds and large institutions have $1.25B invested in Custom Truck One Source in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 36 increasing their positions, 44 reducing their positions, and 14 closing their positions.
49% more call options, than puts
Call options by funds: $137K | Put options by funds: $92K
43% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 14
4% more funds holding
Funds holding: 115 → 120 (+5)
0.01% more ownership
Funds ownership: 89.24% → 89.25% (+0.01%)
7% less capital invested
Capital invested by funds: $1.34B → $1.25B (-$92.2M)
18% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 44
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.17M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$2.62M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.72M |
| 4 |
Two Sigma Investments
New York
|
+$1.28M |
| 5 |
PP
Paloma Partners
Greenwich,
Connecticut
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$12.2M |
| 2 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$2.96M |
| 3 |
Morgan Stanley
New York
|
-$2.71M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.25M |
| 5 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$1.99M |
CTOS Hedge Fund Activity: Q1 2024 in Review
120 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q1 2024, worth a combined $1.25B — down 6.9% from $1.34B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new CTOS positions and 14 closed out — a net gain of 6 holders — while 36 added to existing stakes and 44 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $4.17M. The largest seller was Federated Hermes, cutting an estimated $12.2M.
- 120 institutional investors held Custom Truck One Source (CTOS) as of Q1 2024, up from 115 in Q4 2023.
- Funds reported $1.25B of Custom Truck One Source stock for Q1 2024, down 6.9% quarter-over-quarter.
- 20 funds opened new Custom Truck One Source positions in Q1 2024 and 14 closed out, a net change of +6 holders.
- The largest Custom Truck One Source buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $4.17M added.
- The largest Custom Truck One Source seller in Q1 2024 was Federated Hermes, an estimated $12.2M sold.
Based on aggregated 13F filings for Q1 2024.