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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
BMC
376
Bear Mountain Capital
Washington
$11 – – –
MIM
377
Macroview Investment Management
Maryland
$11 – – –
NMM
378
Naples Money Management
Florida
$10 – – –
BWP
379
Baldwin Wealth Partners
Massachusetts
$10 +$11 +3 New
CWP
380
Concord Wealth Partners
Virginia
$7 – – –
CWM
381
CarsonAllaria Wealth Management
Illinois
$7 +$7 +2 New
OIA
382
Optimum Investment Advisors
Illinois
$3 – – –
SC
383
Swan Capital
Florida
$3 +$4 +1 New
CCM
384
Camber Capital Management
Massachusetts
– -$19.3M -4,500,000 Closed
Squarepoint
385
Squarepoint
New York
– -$5.79M -1,615,824 Closed
Jacobs Levy Equity Management
386
Jacobs Levy Equity Management
New Jersey
– -$5.88M -1,371,633 Closed
TAA
387
TB Alternative Assets
Cayman Islands
– -$4.35M -1,014,400 Closed
Connor, Clark & Lunn Investment Management (CC&L)
388
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.81M -888,131 Closed
Capital Fund Management (CFM)
389
Capital Fund Management (CFM)
France
– -$3.36M -783,866 Closed
LJCM
390
Lee Johnson Capital Management
Texas
– -$2.84M -662,113 Closed
TI
391
Trexquant Investment
Connecticut
– -$2.19M -511,243 Closed
TC
392
TwinBeech Capital
New York
– -$1.74M -407,050 Closed
HC
393
Hillman Company
Pennsylvania
– -$1.7M -395,784 Closed
Holocene Advisors
394
Holocene Advisors
New York
– -$1.57M -365,330 Closed
TC
395
Tejara Capital
United Kingdom
– -$1.53M -358,080 Closed
PCM
396
PenderFund Capital Management
British Columbia, Canada
– -$1.96M -337,090 Closed
Allianz Asset Management
397
Allianz Asset Management
Germany
– -$1.4M -327,000 Closed
YIH
398
Y-Intercept (HK)
Hong Kong
– -$1.12M -260,593 Closed
LNWTC
399
Laird Norton Wetherby Trust Company
Washington
– -$983K -229,490 Closed
HF
400
HRT Financial
New York
– -$879K -205,250 Closed
14 15
16
17 18

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.