We are live on ! Find out more
PTON icon

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
PI
151
Parkside Investments
Illinois
$156K -$26.9K -7,500 -14%
Principal Financial Group
152
Principal Financial Group
Iowa
$151K +$37.1K +10,367 +30%
Nomura Holdings
153
Nomura Holdings
Japan
$150K -$5.85M -1,631,884 -97%
Victory Capital Management
154
Victory Capital Management
Texas
$143K -$1.14K -318 -0.7%
RJA
155
Raymond James & Associates
Florida
$135K -$26.7K -7,444 -16%
QL
156
Quarry LP
New York
$133K +$141K +39,436 New
Wolverine Trading
157
Wolverine Trading
Illinois
$126K -$45.5K -12,700 -25%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$125K – – –
William Blair & Company
159
William Blair & Company
Illinois
$125K -$44.8K -12,510 -25%
JIP
160
Jaffetilchin Investment Partners
Florida
$118K +$31.6K +8,818 +34%
SOW
161
State of Wyoming
Wyoming
$117K +$58.2K +16,247 +89%
IC
162
IEQ Capital
California
$114K -$38.4K -10,709 -24%
Public Employees Retirement Association of Colorado
163
Public Employees Retirement Association of Colorado
Colorado
$114K – – –
AG
164
Algert Global
California
$113K +$120K +33,425 New
HNB
165
Huntington National Bank
Ohio
$112K – – –
AWA
166
Arete Wealth Advisors
Illinois
$112K +$122K +33,964 New
AIP
167
Ameritas Investment Partners
Nebraska
$112K +$119K +33,133 New
Carson Wealth (CWM LLC)
168
Carson Wealth (CWM LLC)
Nebraska
$109K +$107K +29,898 +1,217%
M&T Bank
169
M&T Bank
New York
$108K +$34.1K +9,522 +43%
GRP
170
Global Retirement Partners
California
$105K +$111K +31,007 +31,007%
Cerity Partners
171
Cerity Partners
New York
$102K +$11.7K +3,273 +12%
MG
172
Marex Group
$99.7K +$41.9K +11,701 +66%
Cetera Investment Advisers
173
Cetera Investment Advisers
Illinois
$96.1K -$30.7K -8,571 -23%
Baird Financial Group
174
Baird Financial Group
Wisconsin
$93.3K -$484 -135 -0.5%
CAM
175
Cresset Asset Management
Illinois
$87.4K -$29K -8,087 -24%
5 6
7
8 9

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.