Custom Truck One Source
CTOS
125 hedge funds and large institutions have $1.07B 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.
242% more call options, than puts
Call options by funds: $65K | Put options by funds: $19K
41% more capital invested
Capital invested by funds: $759M → $1.07B (+$309M)
31% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 13
2% more funds holding
Funds holding: 122 → 125 (+3)
2.09% more ownership
Funds ownership: 93.06% → 95.15% (+2.1%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
11% less repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 44
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$17.2M |
| 2 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$17.2M |
| 3 |
Russell Investments Group
London,
United Kingdom
|
+$6.83M |
| 4 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
+$3.97M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$3.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
ECP ControlCo
Summit,
New Jersey
|
-$32.1M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$2.27M |
| 4 |
JP Morgan Chase
New York
|
-$2.12M |
| 5 |
BDF
Black Diamond Financial
Towson,
Maryland
|
-$1.88M |
CTOS Hedge Fund Activity: Q4 2024 in Review
125 of the 7,606 institutional investors tracked by Wall St. Rank reported a position in Custom Truck One Source (CTOS) for Q4 2024, worth a combined $1.07B — up 41% from $759M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new CTOS positions and 13 closed out — a net gain of 4 holders — while 39 added to existing stakes and 44 trimmed.
The largest buyer was Boston Partners, opening a new position worth an estimated $17.2M. The largest seller was ECP ControlCo, cutting an estimated $32.1M.
- 125 institutional investors held Custom Truck One Source (CTOS) as of Q4 2024, up from 122 in Q3 2024.
- Funds reported $1.07B of Custom Truck One Source stock for Q4 2024, up 41% quarter-over-quarter.
- 17 funds opened new Custom Truck One Source positions in Q4 2024 and 13 closed out, a net change of +4 holders.
- The largest Custom Truck One Source buyer in Q4 2024 was Boston Partners, an estimated $17.2M added.
- The largest Custom Truck One Source seller in Q4 2024 was ECP ControlCo, an estimated $32.1M sold.
Based on aggregated 13F filings for Q4 2024.