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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
PAM
426
Panagora Asset Management
Massachusetts
– -$44.3K -10,341 Closed
SBIA
427
Sheaff Brock Investment Advisors
Indiana
– -$44K -10,278 Closed
CPSC
428
Carl P. Sherr & Co
Massachusetts
– -$42.9K -10,000 Closed
AIG
429
American International Group
New York
– -$24K -5,600 Closed
ACM
430
Aquatic Capital Management
Illinois
– -$11.6K -2,700 Closed
EWA
431
EverSource Wealth Advisors
Alabama
– -$2.8K -900 Closed
OPTFSNA
432
Old Point Trust & Financial Services N A
Virginia
– -$2.14K -500 Closed
TH
433
TCTC Holdings
Texas
– -$2.14K -500 Closed
GI
434
GAMMA Investing
California
– -$2.12K -495 Closed
VWM
435
Venturi Wealth Management
Texas
– -$2.01K -470 Closed
BFA
436
BBJS Financial Advisors
Washington
– -$1.29K -300 Closed
FFWM
437
Future Financial Wealth Management
Ohio
– -$857 -200 Closed
FIM
438
Fernwood Investment Management
Massachusetts
– -$643 -150 Closed
VCM
439
Versant Capital Management
Arizona
– -$291 -68 Closed
WT
440
Whittier Trust
California
– -$278 -65 Closed
ME
441
McIlrath & Eck
Washington
– -$214 -50 Closed
PP
442
PrairieView Partners
Minnesota
– -$1K -5 Closed
SC
443
Stephens Consulting
Michigan
– -$18 -4 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.