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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 Holding Trade Value Shares
Change 		Shares
Change %
BPA
426
Beacon Pointe Advisors
California
– -$50.8K -10,068 Closed
BF
427
BOK Financial
Oklahoma
– -$39.6K -8,312 Closed
QL
428
Quarry LP
New York
– -$34.8K -6,882 Closed
RFA
429
Register Financial Advisors
Georgia
– -$19.2K -3,800 Closed
IFAM
430
Institutional & Family Asset Management
Colorado
– -$16.4K -3,250 Closed
EL
431
EMFO LLC
Florida
– -$3.59K -710 Closed
Lazard Asset Management
432
Lazard Asset Management
New York
– -$2K -485 Closed
BAAM
433
Baker Avenue Asset Management
California
– -$2.14K -424 Closed
PTC
434
Private Trust Company
Ohio
– -$1.52K -300 Closed
CSPIA
435
Cary Street Partners Investment Advisory
Virginia
– -$1.04K -205 Closed
EARNEST Partners
436
EARNEST Partners
Georgia
– -$909 -180 Closed
SWM
437
Sanctuary Wealth Management
Idaho
– -$505 -100 Closed
BWM
438
Baystate Wealth Management
Massachusetts
– -$404 -80 Closed
AssetMark Inc
439
AssetMark Inc
California
– -$288 -57 Closed
GWMIA
440
Global Wealth Management Investment Advisory
Florida
– -$253 -50 Closed
HL
441
HeadInvest LLC
Maine
– -$216 -40 Closed
BIA
442
Bell Investment Advisors
California
– -$192 -38 Closed
WWP
443
WR Wealth Planners
Missouri
– -$192 -38 Closed
AWA
444
Authentikos Wealth Advisory
California
– -$177 -35 Closed
AAG
445
Armstrong Advisory Group
Massachusetts
– -$101 -20 Closed
AGWCA
446
Annis Gardner Whiting Capital Advisors
Florida
– -$51 -10 Closed
CIR
447
Clear Investment Research
Georgia
– -$51 -10 Closed
PWMG
448
Provence Wealth Management Group
California
– -$25 -5 Closed
YAL
449
Your Advocates Ltd
Texas
– -$25 -5 Closed
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