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Peloton Interactive
PTON

386 hedge funds and large institutions have $1.1B invested in Peloton Interactive in 2024 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 117 increasing their positions, 92 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 6 → 9 (+3)

50% more call options, than puts

Call options by funds: $81.3M | Put options by funds: $54.3M

27% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 92

17% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 60

11.09% more ownership

Funds ownership: 80.83% → 91.92% (+11%)

1% more funds holding

Funds holding: 381 → 386 (+5)

9% less capital invested

Capital invested by funds: $1.21B → $1.1B (-$113M)

Holders
386
Holders Change
+5
Holders Change %
+1.31%
% of All Funds
5.57%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
70
Increased
117
Reduced
92
Closed
60
Calls
$81.3M
Puts
$54.3M
Net Calls
+$27M
Net Calls Change
-$9.31M

Top Buyers

1
GL
GTCR LLC
Illinois
+$50.1M
2
BlackRock
BlackRock
New York
+$34M
3
DCM
DME Capital Management
New York
+$24.3M
4
Two Sigma Investments
Two Sigma Investments
New York
+$20.2M
5
Ameriprise
Ameriprise
Minnesota
+$18.8M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$53M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$22.4M
3
CCM
Camber Capital Management
Massachusetts
-$19.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
-$6.28M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$5.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
IRAG
301
Investment Research & Advisory Group
Georgia
$879 – – –
VWWMG
302
Vermillion & White Wealth Management Group
Pennsylvania
$845 – – –
KA
303
Kozak & Associates
Colorado
$843 – – –
IGWM
304
ICA Group Wealth Management
Colorado
$829 -$4.54K -1,266 -84%
MG
305
Mather Group
Illinois
$797 +$666 +186 New
Fifth Third Bancorp
306
Fifth Third Bancorp
Ohio
$761 – – –
ADL
307
Asset Dedication LLC
California
$754 -$1.21K -338 -60%
AF
308
Allworth Financial
California
$754 – – –
CA
309
Clearstead Advisors
Ohio
$741 – – –
PS
310
Principal Securities
Iowa
$720 -$269 -75 -26%
SIS
311
Strategic Investment Solutions
Illinois
$712 +$716 +200 New
HF
312
Halpern Financial
Virginia
$676 – – –
HCM
313
Hollencrest Capital Management
California
$676 – – –
SIC
314
SJS Investment Consulting
Ohio
$676 – – –
WAS
315
Winch Advisory Services
Wisconsin
$676 – – –
GWM
316
Geneos Wealth Management
Colorado
$646 -$32 -9 -5%
HWM
317
HighMark Wealth Management
Minnesota
$642 – – –
GIA
318
GHP Investment Advisors
Colorado
$626 – – –
PS
319
PayPay Securities
Japan
$612 +$118 +33 +22%
GWSG
320
GPS Wealth Strategies Group
Colorado
$606 – – –
CFGS
321
Concourse Financial Group Securities
Alabama
$601 -$358 -100 -36%
CMA
322
Cedar Mountain Advisors
Oregon
$558 – – –
AAP
323
Arax Advisory Partners
Colorado
$531 -$6.24K -1,743 -92%
EBA
324
Eagle Bay Advisors
New York
$524 – – –
BCWM
325
Bartlett & Co Wealth Management
Ohio
$507 – – –
11 12
13
14 15

PTON Hedge Fund Activity: Q2 2024 in Review

386 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q2 2024, worth a combined $1.1B — down 9.4% from $1.21B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new PTON positions and 60 closed out — a net gain of 10 holders — while 117 added to existing stakes and 92 trimmed.

The largest buyer was GTCR LLC, opening a new position worth an estimated $50.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $53M.

  • 386 institutional investors held Peloton Interactive (PTON) as of Q2 2024, up from 381 in Q1 2024.
  • Funds reported $1.1B of Peloton Interactive stock for Q2 2024, down 9.4% quarter-over-quarter.
  • 70 funds opened new Peloton Interactive positions in Q2 2024 and 60 closed out, a net change of +10 holders.
  • The largest Peloton Interactive buyer in Q2 2024 was GTCR LLC, an estimated $50.1M added.
  • The largest Peloton Interactive seller in Q2 2024 was T. Rowe Price Associates, an estimated $53M sold.

Based on aggregated 13F filings for Q2 2024.