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Custom Truck One Source
CTOS

Overview Fund Activity

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.

Holders
120
Holders Change
+5
Holders Change %
+4.35%
% of All Funds
1.74%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
20
Increased
36
Reduced
44
Closed
14
Calls
$137K
Puts
$92K
Net Calls
+$45K
Net Calls Change
-$3.33M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$10.7M
2
HA
2
Heartland Advisors
Wisconsin
$2.46M
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$2.78M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$2.44M
5
PP
5
Paloma Partners
Connecticut
$1.19M

Top Sellers

1
Federated Hermes
1
Federated Hermes
Pennsylvania
$16.2M
2
GGHC
2
Gilder Gagnon Howe & Co
New York
$9.8M
3
Morgan Stanley
3
Morgan Stanley
New York
$1.42M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$12M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$4.77M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$865M 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$150M 25,738,988 – –
BlackRock
3
BlackRock
New York
$22.2M 3,810,574 -125,253 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$18.6M 3,191,740 +80,740 +3%
CWA
5
Canvas Wealth Advisors
Kansas
$18.2M 3,487,228 +73,986 +2%
Federated Hermes
6
Federated Hermes
Pennsylvania
$16.2M 2,784,476 -1,957,036 -41%
Mirae Asset Global Investments
7
Mirae Asset Global Investments
South Korea
$12M 1,817,365 -320,176 -15%
ClearBridge Investments
8
ClearBridge Investments
New York
$11.2M 1,917,468 +38,575 +2%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$10.8M 1,851,300 -115,683 -6%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$10.7M 1,835,165 +672,351 +58%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$9.9M 1,700,194 -172,823 -9%
GGHC
12
Gilder Gagnon Howe & Co
New York
$9.8M 1,684,122 -476,742 -22%
CRC
13
Catawba River Capital
South Carolina
$7.67M 1,317,591 -230 -0%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$7.34M 1,261,698 +6,975 +0.6%
PCM
15
Portolan Capital Management
Massachusetts
$7.24M 1,244,282 +202,027 +19%
State Street
16
State Street
Massachusetts
$6.92M 1,188,354 +31,700 +3%
ACH
17
ArrowMark Colorado Holdings
Colorado
$5.31M 912,000 -90,000 -9%
Schroder Investment Management Group
18
Schroder Investment Management Group
United Kingdom
$4.77M 819,304 -363,099 -31%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$4.51M 775,090 -362 -0%
Bank of America
20
Bank of America
North Carolina
$3.55M 610,779 +30,806 +5%
Northern Trust
21
Northern Trust
Illinois
$3.09M 530,963 -20,007 -4%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$2.78M 476,962 +276,905 +138%
Charles Schwab
23
Charles Schwab
California
$2.75M 472,958 +16,704 +4%
HA
24
Heartland Advisors
Wisconsin
$2.46M 422,047 +422,047 New
Two Sigma Investments
25
Two Sigma Investments
New York
$2.44M 419,999 +206,552 +97%
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