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Peloton Interactive
PTON

381 hedge funds and large institutions have $1.21B invested in Peloton Interactive in 2024 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 98 increasing their positions, 112 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more call options, than puts

Call options by funds: $89.2M | Put options by funds: $52.9M

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

5% less funds holding

Funds holding: 402 → 381 (-21)

13% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 112

14.26% less ownership

Funds ownership: 95.09% → 80.83% (-14%)

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

39% less capital invested

Capital invested by funds: $1.99B → $1.21B (-$773M)

Holders
381
Holders Change
-21
Holders Change %
-5.22%
% of All Funds
5.49%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
56
Increased
98
Reduced
112
Closed
72
Calls
$89.2M
Puts
$52.9M
Net Calls
+$36.3M
Net Calls Change
-$81.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$21.5M
2
NCM
Nantahala Capital Management
Connecticut
+$15.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$13.9M
4
QOP
Quinn Opportunity Partners
Virginia
+$13.6M
5
Coatue Management
Coatue Management
New York
+$12.3M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$200M
2
JSP
Jackson Square Partners
California
-$32.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$27M
4
Citadel Advisors
Citadel Advisors
Florida
-$26.9M
5
Two Sigma Investments
Two Sigma Investments
New York
-$18.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Two Sigma Investments
26
Two Sigma Investments
New York
$8.28M -$18.9M -3,831,159 -66%
CP
27
CenterBook Partners
Connecticut
$7.9M +$4.88M +987,331 +115%
Bank of America
28
Bank of America
North Carolina
$7.48M +$2.49M +504,924 +41%
Nomura Holdings
29
Nomura Holdings
Japan
$7.18M +$8.28M +1,676,194 New
Squarepoint
30
Squarepoint
New York
$6.92M +$7.05M +1,427,855 +760%
Northern Trust
31
Northern Trust
Illinois
$6.71M +$11.4K +2,310 +0.1%
PM
32
Plustick Management
Virginia
$6.32M – – –
Wells Fargo
33
Wells Fargo
California
$5.91M +$1.92M +388,836 +39%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$5.88M +$6.77M +1,371,633 New
Millennium Management
35
Millennium Management
New York
$5M -$3.27M -662,783 -36%
TAA
36
TB Alternative Assets
Cayman Islands
$4.35M – – –
Simplex Trading
37
Simplex Trading
Illinois
$4.05M +$4.66M +944,287 New
PCM
38
Prentice Capital Management
Connecticut
$3.99M -$1.26M -255,538 -22%
Connor, Clark & Lunn Investment Management (CC&L)
39
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.81M -$1.91M -387,537 -30%
CWM
40
Calamos Wealth Management
Illinois
$3.53M – – –
State Board of Administration of Florida Retirement System
41
State Board of Administration of Florida Retirement System
Florida
$3.47M +$11.5K +2,325 +0.8%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$3.44M -$188K -38,139 -10%
N
43
Nuveen
North Carolina
$3.44M -$510K -103,295 -11%
PCM
44
Prelude Capital Management
New York
$3.36M +$1.34M +270,666 +53%
Capital Fund Management (CFM)
45
Capital Fund Management (CFM)
France
$3.36M +$3.87M +783,866 New
Citigroup
46
Citigroup
New York
$3.24M +$3.11M +629,945 +497%
Invesco
47
Invesco
Georgia
$3.13M +$1.51M +306,475 +72%
Alyeska Investment Group
48
Alyeska Investment Group
Illinois
$3M +$3.46M +700,100 New
Goldman Sachs
49
Goldman Sachs
New York
$2.86M -$1.68M -340,407 -34%
LJCM
50
Lee Johnson Capital Management
Texas
$2.84M +$3.27M +662,113 New
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PTON Hedge Fund Activity: Q1 2024 in Review

381 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2024, worth a combined $1.21B — down 39% from $1.99B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of PTON and 56 opened new positions — a net loss of 16 holders — while 112 trimmed existing stakes and 98 added.

The largest buyer was Ameriprise, adding an estimated $21.5M. The largest seller was Morgan Stanley, cutting an estimated $200M.

  • 381 institutional investors held Peloton Interactive (PTON) as of Q1 2024, down from 402 in Q4 2023.
  • Funds reported $1.21B of Peloton Interactive stock for Q1 2024, down 39% quarter-over-quarter.
  • 56 funds opened new Peloton Interactive positions in Q1 2024 and 72 closed out, a net change of -16 holders.
  • The largest Peloton Interactive buyer in Q1 2024 was Ameriprise, an estimated $21.5M added.
  • The largest Peloton Interactive seller in Q1 2024 was Morgan Stanley, an estimated $200M sold.

Based on aggregated 13F filings for Q1 2024.