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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
Victory Capital Management
151
Victory Capital Management
Texas
$183K +$2.56K +518 +1%
KAS
152
Kestra Advisory Services
Texas
$177K +$79.9K +16,182 +64%
Mariner
153
Mariner
Kansas
$176K -$44K -8,909 -18%
First Manhattan
154
First Manhattan
New York
$174K -$375 -76 -0.2%
Pictet Asset Management
155
Pictet Asset Management
Switzerland
$159K – – –
Cetera Investment Advisers
156
Cetera Investment Advisers
Illinois
$159K +$183K +36,996 New
Principal Financial Group
157
Principal Financial Group
Iowa
$148K -$5.25K -1,064 -3%
SSA
158
Schonfeld Strategic Advisors
New York
$146K -$206K -41,625 -55%
CAM
159
Cresset Asset Management
Illinois
$145K -$255K -51,739 -60%
Public Employees Retirement Association of Colorado
160
Public Employees Retirement Association of Colorado
Colorado
$144K – – –
PF
161
Phoenix Financial
Israel
$143K – – –
HNB
162
Huntington National Bank
Ohio
$142K – – –
Capstone Investment Advisors
163
Capstone Investment Advisors
New York
$138K -$259K -52,379 -62%
US Bancorp
164
US Bancorp
Minnesota
$137K +$28.9K +5,861 +22%
Deutsche Bank
165
Deutsche Bank
Germany
$132K +$49.7K +10,073 +49%
Verition Fund Management
166
Verition Fund Management
Connecticut
$129K -$197K -39,928 -57%
MA
167
MYDA Advisors
New York
$129K +$148K +30,000 New
RJFSA
168
Raymond James Financial Services Advisors
Florida
$128K -$9.97K -2,020 -6%
CAN
169
Cetera Advisor Networks
California
$126K -$3.28K -664 -2%
Baird Financial Group
170
Baird Financial Group
Wisconsin
$119K -$237 -48 -0.2%
Cerity Partners
171
Cerity Partners
New York
$115K +$133K +26,953 New
KIG
172
Kessler Investment Group
Indiana
$115K -$4.75K -962 -3%
TCM
173
Teza Capital Management
Illinois
$113K -$81.6K -16,517 -38%
JIP
174
Jaffetilchin Investment Partners
Florida
$111K -$1.14K -230 -0.9%
OA
175
Oracle Alpha
Ontario, Canada
$110K +$54.9K +11,117 +77%
5 6
7
8 9

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.