Custom Truck One Source
CTOS
122 hedge funds and large institutions have $759M invested in Custom Truck One Source in 2024 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 43 reducing their positions, and 13 closing their positions.
257% more call options, than puts
Call options by funds: $50K | Put options by funds: $14K
62% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 13
7% more funds holding
Funds holding: 114 → 122 (+8)
1.72% more ownership
Funds ownership: 91.34% → 93.06% (+1.7%)
2% more capital inflows, than outflows
Capital inflows: $32.4M | Capital outflows: $31.8M
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
16% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$15.2M |
| 2 |
Black Diamond Financial
Towson,
Maryland
|
+$5.4M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.93M |
| 4 |
JP Morgan Chase
New York
|
+$1.87M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECP ControlCo
Summit,
New Jersey
|
-$10M |
| 2 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$3.37M |
| 3 |
Portolan Capital Management
Boston,
Massachusetts
|
-$2.57M |
| 4 |
Maven Securities
St Helier,
Jersey
|
-$2.18M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$1.68M |
CTOS Hedge Fund Activity: Q3 2024 in Review
122 of the 6,984 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q3 2024, worth a combined $759M — down 21% from $957M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new CTOS positions and 13 closed out — a net gain of 8 holders — while 36 added to existing stakes and 43 trimmed.
The largest buyer was T. Rowe Price Investment Management, opening a new position worth an estimated $15.2M. The largest seller was ECP ControlCo, cutting an estimated $10M.
- 122 institutional investors held Custom Truck One Source (CTOS) as of Q3 2024, up from 114 in Q2 2024.
- Funds reported $759M of Custom Truck One Source stock for Q3 2024, down 21% quarter-over-quarter.
- 21 funds opened new Custom Truck One Source positions in Q3 2024 and 13 closed out, a net change of +8 holders.
- The largest Custom Truck One Source buyer in Q3 2024 was T. Rowe Price Investment Management, an estimated $15.2M added.
- The largest Custom Truck One Source seller in Q3 2024 was ECP ControlCo, an estimated $10M sold.
Based on aggregated 13F filings for Q3 2024.