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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
Fifth Third Bancorp
301
Fifth Third Bancorp
Ohio
$1.05K
ST
302
Smithfield Trust
Pennsylvania
$1K -$157 -40 -14%
CAM
303
Close Asset Management
United Kingdom
$1K
HBW
304
Hazlett, Burt & Watson
West Virginia
$1K
HGERS
305
Householder Group Estate & Retirement Specialist
Arizona
$1K
HWM
306
Hemington Wealth Management
Virginia
$1K +$861 +219 New
Bessemer Group
307
Bessemer Group
New Jersey
$1K +$1.24K +315 New
HCM
308
Hollencrest Capital Management
California
$936
SIC
309
SJS Investment Consulting
Ohio
$936
WAS
310
Winch Advisory Services
Wisconsin
$936
HF
311
Halpern Financial
Virginia
$924
HWM
312
HighMark Wealth Management
Minnesota
$889
GIA
313
GHP Investment Advisors
Colorado
$866
GWSG
314
GPS Wealth Strategies Group
Colorado
$838
CFGS
315
Concourse Financial Group Securities
Alabama
$833
GM
316
GeoWealth Management
Illinois
$828 +$696 +177 New
CMA
317
Cedar Mountain Advisors
Oregon
$772
MWA
318
MFA Wealth Advisors
Pennsylvania
$763 +$86 +22 +16%
AAP
319
Arax Advisory Partners
Colorado
$735
AF
320
Allworth Financial
California
$726 -$216 -55 -26%
EBA
321
Eagle Bay Advisors
New York
$725
BCWM
322
Bartlett & Co Wealth Management
Ohio
$702
TFIPS
323
Towarzystwo Funduszy Inwestycyjnych PZU SA
$702
SAM
324
Smartleaf Asset Management
Massachusetts
$634 -$8.35K -2,126 -94%
AWM
325
Abound Wealth Management
Tennessee
$595 +$28 +7 +6%

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.