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Custom Truck One Source
CTOS

Overview Fund Activity

124 hedge funds and large institutions have $1.12B invested in Custom Truck One Source in 2024 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 44 reducing their positions, and 13 closing their positions.

Holders
124
Holders Change
+3
Holders Change %
+2.48%
% of All Funds
1.65%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
39
Reduced
44
Closed
13
Calls
$65K
Puts
$19K
Net Calls
+$46K
Net Calls Change
+$10K

Top Buyers

1
Boston Partners
1
Boston Partners
Massachusetts
$18.3M
2
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$35.6M
3
Russell Investments Group
3
Russell Investments Group
United Kingdom
$7.27M
4
PCM
4
Portolan Capital Management
Massachusetts
$6.98M
5
Bank of America
5
Bank of America
North Carolina
$6.31M

Top Sellers

1
EC
1
ECP ControlCo
New Jersey
$78.3M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$5.17M
3
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$20.4M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$111K
5
BDF
5
Black Diamond Financial
Maryland
$4.87M
Name Market Value Shares Shares
Change 		Shares
Change %
PEA
1
Platinum Equity Advisors
California
$715M 148,600,000 – –
EC
2
ECP ControlCo
New Jersey
$78.3M 16,287,270 -7,097,609 -30%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$48.1M 10,000 – –
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$35.6M 7,407,782 +3,796,138 +105%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$20.4M 4,213,968 -501,257 -11%
CWA
6
Canvas Wealth Advisors
Kansas
$19.8M 4,108,354 +303,744 +8%
Vanguard Group
7
Vanguard Group
Pennsylvania
$18.8M 3,903,855 +592,571 +18%
Boston Partners
8
Boston Partners
Massachusetts
$18.3M 3,796,424 +3,796,424 New
BlackRock
9
BlackRock
New York
$17.7M 3,684,157 -118,143 -3%
Mirae Asset Global ETFs Holdings
10
Mirae Asset Global ETFs Holdings
Hong Kong
$17.6M 3,659,904 +254,228 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$13.4M 2,778,062 +73,213 +3%
Alyeska Investment Group
12
Alyeska Investment Group
Illinois
$9.41M 1,957,030 -95,866 -5%
ClearBridge Investments
13
ClearBridge Investments
New York
$9.01M 1,872,536 +11,938 +0.6%
Russell Investments Group
14
Russell Investments Group
United Kingdom
$7.27M 1,511,025 +1,510,327 +216,379%
PCM
15
Portolan Capital Management
Massachusetts
$6.98M 1,451,573 +877,273 +153%
CRC
16
Catawba River Capital
South Carolina
$6.49M 1,349,220 -5,917 -0.4%
Bank of America
17
Bank of America
North Carolina
$6.31M 1,312,083 +691,863 +112%
State Street
18
State Street
Massachusetts
$5.81M 1,208,829 -20,792 -2%
HA
19
Heartland Advisors
Wisconsin
$5.77M 1,200,000 +250,000 +26%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$5.56M 1,155,688 -47,204 -4%
Federated Hermes
21
Federated Hermes
Pennsylvania
$5.17M 1,075,000 -1,305,000 -55%
Citadel Advisors
22
Citadel Advisors
Florida
$4.89M 1,017,201 +642,835 +172%
BDF
23
Black Diamond Financial
Maryland
$4.87M 1,012,247 -414,753 -29%
First Trust Advisors
24
First Trust Advisors
Illinois
$4.64M 964,571 +259,722 +37%
GGHC
25
Gilder Gagnon Howe & Co
New York
$4.48M 932,349 -396,209 -30%
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