CTOS icon

Custom Truck One Source
CTOS

Overview Fund Activity

112 hedge funds and large institutions have $957M invested in Custom Truck One Source in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 45 increasing their positions, 29 reducing their positions, and 28 closing their positions.

Holders
112
Holders Change
-8
Holders Change %
-6.67%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
45
Reduced
29
Closed
28
Calls
$2.09M
Puts
$47K
Net Calls
+$2.04M
Net Calls Change
+$1.99M

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$21.5M
2
HA
2
Heartland Advisors
Wisconsin
$5.22M
3
KCM
3
Kennedy Capital Management
Missouri
$3.39M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$10.3M
5
MS
5
Maven Securities
Jersey
$2.18M

Top Sellers

1
Mirae Asset Global Investments
1
Mirae Asset Global Investments
South Korea
$0
2
ACH
2
ArrowMark Colorado Holdings
Colorado
$0
3
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$0
4
Millennium Management
4
Millennium Management
New York
$0
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$673K
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$646M 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$112M 25,757,628 +18,640 +0.1%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$21.5M 4,934,780 +3,234,586 +190%
CWA
4
Canvas Wealth Advisors
Kansas
$17.7M 3,546,020 +58,792 +2%
BlackRock
5
BlackRock
New York
$16.3M 3,739,889 -70,685 -2%
Mirae Asset Global ETFs Holdings
6
Mirae Asset Global ETFs Holdings
Hong Kong
$14.5M 3,331,937 +3,331,937 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$14.2M 3,265,397 +73,657 +2%
Federated Hermes
8
Federated Hermes
Pennsylvania
$12.1M 2,780,000 -4,476 -0.2%
Alyeska Investment Group
9
Alyeska Investment Group
Illinois
$10.3M 2,356,870 +505,570 +27%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$9.77M 2,246,060 +410,895 +22%
ClearBridge Investments
11
ClearBridge Investments
New York
$8.15M 1,874,190 -43,278 -2%
GGHC
12
Gilder Gagnon Howe & Co
New York
$6.48M 1,489,069 -195,053 -12%
CRC
13
Catawba River Capital
South Carolina
$5.91M 1,357,819 +40,228 +3%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$5.41M 1,244,364 -17,334 -1%
State Street
15
State Street
Massachusetts
$5.35M 1,230,467 +42,113 +4%
HA
16
Heartland Advisors
Wisconsin
$5.22M 1,200,000 +777,953 +184%
PCM
17
Portolan Capital Management
Massachusetts
$5.16M 1,186,380 -57,902 -5%
KCM
18
Kennedy Capital Management
Missouri
$3.39M 778,611 +733,014 +1,608%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$3.37M 775,090 – –
Bank of America
20
Bank of America
North Carolina
$2.65M 608,427 -2,352 -0.4%
First Trust Advisors
21
First Trust Advisors
Illinois
$2.47M 568,373 +209,778 +58%
Northern Trust
22
Northern Trust
Illinois
$2.21M 507,189 -23,774 -4%
MS
23
Maven Securities
Jersey
$2.18M 500,000 +500,000 New
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$2.1M 483,700 +483,700 New
Charles Schwab
25
Charles Schwab
California
$2.06M 474,214 +1,256 +0.3%
1
2 3 4 5