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Custom Truck One Source
CTOS

Overview Fund Activity

121 hedge funds and large institutions have $759M invested in Custom Truck One Source in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
121
Holders Change
+9
Holders Change %
+8.04%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
35
Reduced
43
Closed
13
Calls
$50K
Puts
$14K
Net Calls
+$36K
Net Calls Change
-$2M

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$12.5M
2
BDF
2
Black Diamond Financial
Maryland
$5.77M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.33M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$1.7M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.29M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$80.7M
2
Loomis, Sayles & Company
2
Loomis, Sayles & Company
Massachusetts
$0
3
MS
3
Maven Securities
Jersey
$0
4
PCM
4
Portolan Capital Management
Massachusetts
$1.98M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$8.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$513M – – –
EC
2
ECP ControlCo
New Jersey
$80.7M -$8.19M -2,372,749 -9%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$16.3M -$757K -219,555 -4%
CWA
4
Canvas Wealth Advisors
Kansas
$13.1M +$892K +258,590 +7%
BlackRock
5
BlackRock
New York
$13.1M +$215K +62,411 +2%
T. Rowe Price Investment Management
6
T. Rowe Price Investment Management
Maryland
$12.5M +$12.5M +3,611,644 New
Mirae Asset Global ETFs Holdings
7
Mirae Asset Global ETFs Holdings
Hong Kong
$11.7M +$254K +73,739 +2%
Vanguard Group
8
Vanguard Group
Pennsylvania
$11.4M +$158K +45,887 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$9.33M +$1.58M +458,789 +20%
Federated Hermes
10
Federated Hermes
Pennsylvania
$8.21M -$1.38M -400,000 -14%
Alyeska Investment Group
11
Alyeska Investment Group
Illinois
$7.08M -$1.05M -303,974 -13%
ClearBridge Investments
12
ClearBridge Investments
New York
$6.42M -$46.9K -13,592 -0.7%
BDF
13
Black Diamond Financial
Maryland
$5.77M +$5.2M +1,285,265 +907%
CRC
14
Catawba River Capital
South Carolina
$4.68M -$9.25K -2,682 -0.2%
GGHC
15
Gilder Gagnon Howe & Co
New York
$4.58M -$554K -160,511 -11%
State Street
16
State Street
Massachusetts
$4.24M -$2.92K -846 -0.1%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$4.15M -$143K -41,472 -3%
HA
18
Heartland Advisors
Wisconsin
$3.28M -$863K -250,000 -21%
First Trust Advisors
19
First Trust Advisors
Illinois
$2.43M +$471K +136,476 +24%
KCM
20
Kennedy Capital Management
Missouri
$2.23M -$455K -131,991 -17%
Bank of America
21
Bank of America
North Carolina
$2.14M +$40.7K +11,793 +2%
PCM
22
Portolan Capital Management
Massachusetts
$1.98M -$2.11M -612,080 -52%
JPMorgan Chase & Co
23
JPMorgan Chase & Co
New York
$1.7M +$1.54M +445,038 +939%
Northern Trust
24
Northern Trust
Illinois
$1.67M -$75.7K -21,935 -4%
Charles Schwab
25
Charles Schwab
California
$1.54M -$95.7K -27,750 -6%
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