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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
RAM
401
Readystate Asset Management
Illinois
– -$746K -174,007 Closed
Treasurer of the State of North Carolina
402
Treasurer of the State of North Carolina
North Carolina
– -$642K -149,934 Closed
MAM
403
Monaco Asset Management
Monaco
– -$600K -140,000 Closed
JFG
404
Jefferies Financial Group
New York
– -$321K -75,000 Closed
CC
405
Corton Capital
Ontario, Canada
– -$260K -60,740 Closed
First Trust Advisors
406
First Trust Advisors
Illinois
– -$259K -60,442 Closed
BAM
407
Berkshire Asset Management
Pennsylvania
– -$201K -46,875 Closed
Mirae Asset Global Investments
408
Mirae Asset Global Investments
South Korea
– -$450K -45,856 Closed
First Manhattan
409
First Manhattan
New York
– -$174K -40,550 Closed
PF
410
Phoenix Financial
Israel
– -$143K -33,296 Closed
Capstone Investment Advisors
411
Capstone Investment Advisors
New York
– -$138K -32,105 Closed
KIG
412
Kessler Investment Group
Indiana
– -$115K -26,723 Closed
SWA
413
SFMG Wealth Advisors
Texas
– -$103K -24,102 Closed
VI
414
Versor Investments
New York
– -$99.4K -23,200 Closed
MSRPS
415
Maryland State Retirement & Pension System
Maryland
– -$65.9K -21,585 Closed
MTIM
416
Marathon Trading Investment Management
Pennsylvania
– -$85.7K -20,000 Closed
SEC
417
Seven Eight Capital
New York
– -$84.8K -19,795 Closed
TAM
418
Tocqueville Asset Management
New York
– -$81.7K -19,070 Closed
URS
419
Utah Retirement Systems
Utah
– -$79.3K -18,500 Closed
WC
420
Waterloo Capital
Texas
– -$72.8K -16,995 Closed
AFM
421
Armstrong Fleming & Moore
District of Columbia
– -$68.6K -16,017 Closed
SI
422
Symmetry Investments
Jersey
– -$65.6K -15,300 Closed
BL
423
Balentine LLC
Georgia
– -$60.4K -14,106 Closed
Envestnet Asset Management
424
Envestnet Asset Management
Illinois
– -$46.3K -10,816 Closed
LFA
425
Legacy Financial Advisors
Kentucky
– -$44.4K -10,370 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.