Custom Truck One Source
CTOS
114 hedge funds and large institutions have $957M invested in Custom Truck One Source in 2024 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 28 closing their positions.
4,338% more call options, than puts
Call options by funds: $2.09M | Put options by funds: $47K
55% more repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 29
2.09% more ownership
Funds ownership: 89.25% → 91.34% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
6% less funds holding
Funds holding: 121 → 114 (-7)
18% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 28
23% less capital invested
Capital invested by funds: $1.25B → $957M (-$290M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$15.7M |
| 2 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$3.79M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$3.57M |
| 4 |
Alyeska Investment Group
Chicago,
Illinois
|
+$2.46M |
| 5 |
MS
Maven Securities
St Helier,
Jersey
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$12M |
| 2 |
ACH
ArrowMark Colorado Holdings
Denver,
Colorado
|
-$5.31M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$4.77M |
| 4 |
Millennium Management
New York
|
-$1.96M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$1.57M |
CTOS Hedge Fund Activity: Q2 2024 in Review
114 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q2 2024, worth a combined $957M — down 23% from $1.25B a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of CTOS and 23 opened new positions — a net loss of 5 holders — while 29 trimmed existing stakes and 45 added.
The largest buyer was Allspring Global Investments, adding an estimated $15.7M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $12M sold.
- 114 institutional investors held Custom Truck One Source (CTOS) as of Q2 2024, down from 121 in Q1 2024.
- Funds reported $957M of Custom Truck One Source stock for Q2 2024, down 23% quarter-over-quarter.
- 23 funds opened new Custom Truck One Source positions in Q2 2024 and 28 closed out, a net change of -5 holders.
- The largest Custom Truck One Source buyer in Q2 2024 was Allspring Global Investments, an estimated $15.7M added.
- The largest Custom Truck One Source seller in Q2 2024 was Mirae Asset Global Investments, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2024.