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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
CAS
351
Coppell Advisory Solutions
Texas
$179 +$190 +53 New
FMII
352
Farmers & Merchants Investments Inc
Nebraska
$169 – – –
HIA
353
Harbor Investment Advisory
Maryland
$169 – – –
TSWM
354
Tyler-Stone Wealth Management
Ohio
$169 – – –
VAG
355
VisionPoint Advisory Group
Texas
$169 – – –
WTC
356
WhitTier Trust Company
Nevada
$148 -$197 -55 -56%
CFD
357
Creative Financial Designs
Indiana
$145 – – –
FF
358
Friedenthal Financial
New Jersey
$142 – – –
AIC
359
Archer Investment Corporation
Indiana
$135 – – –
CP
360
Castleview Partners
Texas
$118 +$125 +35 New
DF
361
DecisionPoint Financial
Arizona
$104 – – –
OWA
362
Opal Wealth Advisors
New York
$102 +$107 +30 New
CFS
363
CGC Financial Services
Oregon
$78 – – –
CPG
364
Cornerstone Planning Group
New Jersey
$62 – – –
MFG
365
Mendota Financial Group
Wisconsin
$61 – – –
OP
366
ORG Partners
Indiana
$61 +$68 +19 New
WWP
367
WR Wealth Planners
Missouri
$44 – – –
FP
368
Financial Perspectives
Minnesota
$41 – – –
CAM
369
Chesapeake Asset Management
New York
$37 +$39 +11 New
IRC
370
Investors Research Corp
Georgia
$34 – – –
DSC
371
Duncker Streett & Co
Missouri
$34 +$36 +10 New
Toronto Dominion Bank
372
Toronto Dominion Bank
Ontario, Canada
$24 -$437 -122 -95%
FFA
373
Frazier Financial Advisors
Ohio
$17 – – –
LWANC
374
Laurel Wealth Advisors (North Carolina)
North Carolina
$17 – – –
DFA
375
DHJJ Financial Advisors
Illinois
$14 – – –
13 14
15
16 17

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.