Peloton Interactive
PTON
402 hedge funds and large institutions have $1.99B invested in Peloton Interactive in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 116 reducing their positions, and 58 closing their positions.
125% more call options, than puts
Call options by funds: $212M | Put options by funds: $94.1M
39% more capital invested
Capital invested by funds: $1.43B → $1.99B (+$552M)
26% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 58
11.51% more ownership
Funds ownership: 83.58% → 95.09% (+12%)
3% more funds holding
Funds holding: 391 → 402 (+11)
1% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 116
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$217M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$32.5M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$21.1M |
| 4 |
DnB Asset Management
Oslo,
Norway
|
+$10.9M |
| 5 |
Voloridge Investment Management
Jupiter,
Florida
|
+$9.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$36.7M |
| 2 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$16.5M |
| 3 |
Coatue Management
New York
|
-$12.6M |
| 4 |
Millennium Management
New York
|
-$12.1M |
| 5 |
TP
Thunderbird Partners
London,
United Kingdom
|
-$12M |
PTON Hedge Fund Activity: Q4 2023 in Review
402 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2023, worth a combined $1.99B — up 39% from $1.43B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new PTON positions and 58 closed out — a net gain of 15 holders — while 117 added to existing stakes and 116 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $217M. The largest seller was Eminence Capital, exiting entirely with an estimated $36.7M sold.
- 402 institutional investors held Peloton Interactive (PTON) as of Q4 2023, up from 391 in Q3 2023.
- Funds reported $1.99B of Peloton Interactive stock for Q4 2023, up 39% quarter-over-quarter.
- 73 funds opened new Peloton Interactive positions in Q4 2023 and 58 closed out, a net change of +15 holders.
- The largest Peloton Interactive buyer in Q4 2023 was Morgan Stanley, an estimated $217M added.
- The largest Peloton Interactive seller in Q4 2023 was Eminence Capital, an estimated $36.7M sold.
Based on aggregated 13F filings for Q4 2023.