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Peloton Interactive

382 hedge funds and large institutions have $1.48B invested in Peloton Interactive in 2024 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $128M | Put options by funds: $82.3M

35% more capital invested

Capital invested by funds: $1.1B → $1.48B (+$385M)

2% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 61

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

1% less funds holding

Funds holding: 386382 (-4)

3.46% less ownership

Funds ownership: 91.92%88.46% (-3.5%)

11% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 113

Holders
382
Holders Change
-4
Holders Change %
-1.04%
% of All Funds
5.49%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
62
Increased
101
Reduced
113
Closed
61
Calls
$128M
Puts
$82.3M
Net Calls
+$45.7M
Net Calls Change
+$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
251
Storebrand Asset Management
Norway
$18K -$582 -148 -4%
IA
252
IFP Advisors
Florida
$16.8K +$8.34K +2,122 +144%
RIL
253
Rothschild Investment LLC
Illinois
$16.2K +$1.51K +385 +13%
C
254
Covestor
United Kingdom
$15K +$12 +3 +0.1%
TCM
255
Tradewinds Capital Management
Washington
$14K
FFA
256
Farther Finance Advisors
California
$13.2K +$1.45K +370 +15%
PNC Financial Services Group
257
PNC Financial Services Group
Pennsylvania
$11.4K -$11.9K -3,025 -55%
WPA
258
West Paces Advisors
Georgia
$10.3K
S
259
Sachetta
Massachusetts
$9.8K +$7.89K +2,009 +2,364%
AA
260
Addison Advisors
Vermont
$9.59K
W
261
WealthCollab
Washington
$7.75K
CM
262
Caption Management
Oklahoma
$6.07K -$250K -63,704 -98%
VWM
263
Venturi Wealth Management
Texas
$5.61K +$4.71K +1,199 New
EC
264
Elequin Capital
New York
$5.16K +$4.33K +1,102 New
Northwestern Mutual Wealth Management
265
Northwestern Mutual Wealth Management
Wisconsin
$4.99K -$1.93K -491 -32%
AA
266
Ancora Advisors
Ohio
$4.91K -$393 -100 -9%
AWM
267
Ameliora Wealth Management
Switzerland
$4.68K
CTA
268
Colonial Trust Advisors
South Carolina
$4.68K
BCV
269
Banque Cantonale Vaudoise
Switzerland
$4K -$19.6K -5,000 -87%
SSG
270
Summit Securities Group
New York
$4K +$3.04K +775 New
HI
271
Harbour Investments
Wisconsin
$3.99K +$295 +75 +10%
SWM
272
Spire Wealth Management
Virginia
$3.93K -$3.14K -800 -49%
AF
273
Advisornet Financial
Minnesota
$3.89K -$1.31K -333 -29%
MA
274
Montag & Associates
Georgia
$3.83K +$157 +40 +5%
RCM
275
Raleigh Capital Management
North Carolina
$3.51K

PTON Hedge Fund Activity: Q3 2024 in Review

382 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q3 2024, worth a combined $1.48B — up 35% from $1.1B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new PTON positions and 61 closed out — a net gain of 1 holder — while 101 added to existing stakes and 113 trimmed.

The largest buyer was D.E. Shaw & Co, adding an estimated $22.2M. The largest seller was Capital World Investors, cutting an estimated $72.8M.

  • 382 institutional investors held Peloton Interactive (PTON) as of Q3 2024, down from 386 in Q2 2024.
  • Funds reported $1.48B of Peloton Interactive stock for Q3 2024, up 35% quarter-over-quarter.
  • 62 funds opened new Peloton Interactive positions in Q3 2024 and 61 closed out, a net change of +1 holder.
  • The largest Peloton Interactive buyer in Q3 2024 was D.E. Shaw & Co, an estimated $22.2M added.
  • The largest Peloton Interactive seller in Q3 2024 was Capital World Investors, an estimated $72.8M sold.

Based on aggregated 13F filings for Q3 2024.