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Peloton Interactive
PTON

Overview Fund Activity

397 hedge funds and large institutions have $1.98B invested in Peloton Interactive in 2023 Q4 according to their latest regulatory filings, with 73 funds opening new positions, 117 increasing their positions, 114 reducing their positions, and 58 closing their positions.

Holders
397
Holders Change
+11
Holders Change %
+2.85%
% of All Funds
5.82%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.07%
New
73
Increased
117
Reduced
114
Closed
58
Calls
$212M
Puts
$94.1M
Net Calls
+$118M
Net Calls Change
+$56M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$495M
2
Citadel Advisors
2
Citadel Advisors
Florida
$36.8M
3
Capital World Investors
3
Capital World Investors
California
$160M
4
DnB Asset Management
4
DnB Asset Management
Norway
$51.1M
5
Voloridge Investment Management
5
Voloridge Investment Management
Florida
$13.4M

Top Sellers

1
EC
1
Eminence Capital
New York
$0
2
DIG
2
Dragoneer Investment Group
California
$68.7M
3
Millennium Management
3
Millennium Management
New York
$11.1M
4
Coatue Management
4
Coatue Management
New York
$0
5
TP
5
Thunderbird Partners
United Kingdom
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFBT
351
Parkside Financial Bank & Trust
Missouri
$500 82 -351 -81%
KFS
352
Kelly Financial Services
Massachusetts
$463 76 – –
TFA
353
Toth Financial Advisory
Virginia
$457 75 – –
PS
354
Planned Solutions
California
$414 68 +68 New
AIM
355
Anchor Investment Management
South Carolina
$396 65 -7 -10%
CB
356
CNB Bank
Pennsylvania
$396 65 – –
WT
357
Whittier Trust
California
$395 65 -147 -69%
PFSC
358
Peoples Financial Services Corp
Pennsylvania
$395 65 – –
AWM
359
Avior Wealth Management
Nebraska
$383 63 – –
CFO
360
CVA Family Office
Colorado
$365 60 +60 New
HIA
361
Harbor Investment Advisory
Maryland
$305 50 – –
TSWM
362
Tyler-Stone Wealth Management
Ohio
$305 50 – –
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$305 50 – –
ME
364
McIlrath & Eck
Washington
$305 50 – –
HCM
365
Highlander Capital Management
New Jersey
$305 50 – –
NFA
366
Northwest Financial Advisors
Virginia
$305 50 +50 New
MSWM
367
McGlone Suttner Wealth Management
Wisconsin
$305 50 +50 New
PCMC
368
Planning Capital Management Corporation
Pennsylvania
$305 50 +50 New
NFSG
369
Newbridge Financial Services Group
Florida
$268 44 -500 -92%
CFD
370
Creative Financial Designs
Indiana
$262 43 – –
FF
371
Friedenthal Financial
New Jersey
$256 42 +42 New
AIC
372
Archer Investment Corporation
Indiana
$244 40 – –
CFB
373
Cullen/Frost Bankers
Texas
$201 33 +33 New
DF
374
DecisionPoint Financial
Arizona
$177 29 – –
GI
375
Gradient Investments
Minnesota
$158 26 -20 -43%
13 14
15
16 17