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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
QCM
176
Quantinno Capital Management
New York
$87.2K -$555K -154,806 -86%
Prudential Financial
177
Prudential Financial
New Jersey
$86.4K +$91.6K +25,560 New
Vontobel Holding
178
Vontobel Holding
Switzerland
$85.9K +$10.4K +2,909 +13%
Creative Planning
179
Creative Planning
Kansas
$83.3K +$37.7K +10,523 +75%
TCM
180
Teza Capital Management
Illinois
$82.1K -$7.82K -2,182 -8%
BS
181
Banco Santander
Spain
$78K +$82.6K +23,070 New
X
182
Xponance
Pennsylvania
$75.5K -$86.5K -24,160 -52%
PWM
183
Perigon Wealth Management
California
$74.8K -$1.19K -331 -1%
SEI Investments
184
SEI Investments
Pennsylvania
$68K -$421K -117,452 -85%
SFA
185
Sequoia Financial Advisors
Ohio
$67.9K +$72K +20,100 New
FTDI
186
First Trust Direct Indexing
Massachusetts
$67.9K -$6.58K -1,837 -8%
CLOS
187
Compagnie Lombard Odier SCmA
Switzerland
$67.6K – – –
QC
188
Quent Capital
New York
$65.9K +$1.63K +456 +2%
NC
189
nVerses Capital
Florida
$64.6K +$60.9K +17,000 +810%
BHCM
190
Brevan Howard Capital Management
Jersey
$57.9K -$153K -42,821 -71%
Truist Financial
191
Truist Financial
North Carolina
$57.2K -$17.7K -4,945 -23%
JRP
192
Jasper Ridge Partners
California
$56.2K – – –
Wealthfront Advisers
193
Wealthfront Advisers
California
$55.5K +$11.8K +3,295 +25%
FWP
194
FAS Wealth Partners
Kansas
$55.4K – – –
AFG
195
Atomi Financial Group
New York
$54.5K +$57.8K +16,129 New
US Bancorp
196
US Bancorp
Minnesota
$53.3K -$58K -16,189 -51%
SAG
197
Spotlight Asset Group
Illinois
$52.1K – – –
TA
198
TKG Advisors
Indiana
$50.7K +$53.7K +15,000 New
BCI
199
Brinker Capital Investments
Pennsylvania
$47.9K -$3.01K -840 -6%
OPS
200
Orion Portfolio Solutions
Nebraska
$47.9K -$3.01K -840 -6%
6 7
8
9 10

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.