We are live on ! Find out more
PTON icon

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
ATC
276
Adirondack Trust Company
New York
$3.23K
GWM
277
Geneos Wealth Management
Colorado
$2.42K +$1.28K +326 +171%
TIM
278
Tortoise Investment Management
New York
$2.3K
LFG
279
Larson Financial Group
Missouri
$2.03K
NS
280
NBC Securities
Alabama
$2K
AW
281
Avion Wealth
Texas
$2K +$1.97K +500 New
PFBT
282
Parkside Financial Bank & Trust
Missouri
$1.89K -$20 -5 -1%
NSIM
283
North Star Investment Management
Illinois
$1.87K
SCM
284
Sterling Capital Management
North Carolina
$1.87K +$1.57K +399 New
NA
285
NewEdge Advisors
Louisiana
$1.78K -$2.2K -561 -60%
Russell Investments Group
286
Russell Investments Group
United Kingdom
$1.75K -$3.28K -835 -69%
QCG
287
Quadrant Capital Group
Ohio
$1.7K -$9.18K -2,335 -87%
HCP
288
Hexagon Capital Partners
Arkansas
$1.43K -$4 -1 -0.3%
PLU
289
Performa Ltd (US)
South Carolina
$1.4K -$393 -100 -25%
Bank Julius Baer & Co
290
Bank Julius Baer & Co
Switzerland
$1.4K -$67 -17 -6%
HWA
291
Heritage Wealth Advisors
Virginia
$1.4K
TCOV
292
Trust Company of Vermont
Vermont
$1.4K
SIS
293
Strategic Investment Solutions
Illinois
$1.4K +$393 +100 +50%
KA
294
Kozak & Associates
Colorado
$1.31K
JPWM
295
Jamison Private Wealth Management
Georgia
$1.31K
IRAG
296
Investment Research & Advisory Group
Georgia
$1.22K
PCMC
297
Planning Capital Management Corporation
Pennsylvania
$1.22K +$432 +110 +73%
PS
298
Principal Securities
Iowa
$1.15K +$126 +32 +15%
CA
299
CoreCap Advisors
Michigan
$1.13K -$189 -48 -17%
BTI
300
Blue Trust Inc
Georgia
$1.1K -$2.38K -607 -65%

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.