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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
NFA
351
Northwest Financial Advisors
Virginia
$234 +$196 +50 New
WTC
352
WhitTier Trust Company
Nevada
$205
CFD
353
Creative Financial Designs
Indiana
$201
FF
354
Friedenthal Financial
New Jersey
$197
AIC
355
Archer Investment Corporation
Indiana
$187
CPG
356
Cornerstone Planning Group
New Jersey
$136
DF
357
DecisionPoint Financial
Arizona
$136
FWA
358
FSC Wealth Advisors
New York
$136 +$3.14K +800 New
CFS
359
CGC Financial Services
Oregon
$108
OP
360
ORG Partners
Indiana
$88
WWP
361
WR Wealth Planners
Missouri
$61
FP
362
Financial Perspectives
Minnesota
$56
ADL
363
Asset Dedication LLC
California
$52 -$833 -212 -95%
CAM
364
Chesapeake Asset Management
New York
$51
DSC
365
Duncker Streett & Co
Missouri
$47
IRC
366
Investors Research Corp
Georgia
$47
AWM
367
AllSquare Wealth Management
New York
$47 +$39 +10 New
AssetMark Inc
368
AssetMark Inc
California
$47 +$39 +10 New
FFA
369
Frazier Financial Advisors
Ohio
$24
LWANC
370
Laurel Wealth Advisors (North Carolina)
North Carolina
$24
DFA
371
DHJJ Financial Advisors
Illinois
$19
BMC
372
Bear Mountain Capital
Washington
$16
MIM
373
Macroview Investment Management
Maryland
$15
NMM
374
Naples Money Management
Florida
$14
CWM
375
CarsonAllaria Wealth Management
Illinois
$9

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.