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Peloton Interactive
PTON

Overview Fund Activity

378 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, 97 increasing their positions, 110 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
-19
Holders Change %
-4.79%
% of All Funds
5.48%
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
97
Reduced
110
Closed
70
Calls
$89.2M
Puts
$52.9M
Net Calls
+$36.3M
Net Calls Change
-$81.4M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$18.6M
2
NCM
Nantahala Capital Management
Connecticut
+$13.1M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$12M
4
QOP
Quinn Opportunity Partners
Virginia
+$11.8M
5
Coatue Management
Coatue Management
New York
+$10.7M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$173M
2
JSP
Jackson Square Partners
California
-$32.2M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$23.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$23.3M
5
Two Sigma Investments
Two Sigma Investments
New York
-$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
201
Symmetry Investments
Jersey
$65.6K +$65.6K +15,300 New
BCI
202
Brinker Capital Investments
Pennsylvania
$64.3K -$31.6K -7,383 -33%
OPS
203
Orion Portfolio Solutions
Nebraska
$64.3K -$31.6K -7,383 -33%
IVP
204
Intrinsic Value Partners
Arizona
$62.9K -$46.3K -10,800 -42%
Creative Planning
205
Creative Planning
Kansas
$60.5K +$1.67K +390 +3%
BL
206
Balentine LLC
Georgia
$60.4K +$60.4K +14,106 New
CBA
207
Coastal Bridge Advisors
Connecticut
$59.1K – – –
Wealthfront Advisers
208
Wealthfront Advisers
California
$56.2K +$56.2K +13,113 New
TWC
209
TD Waterhouse Canada
Ontario, Canada
$54.6K -$276 -65 -0.5%
CHAM
210
Clear Harbor Asset Management
Connecticut
$54.6K – – –
TC
211
TownSquare Capital
Utah
$51K +$51K +11,894 New
KBC Group
212
KBC Group
Belgium
$50K +$18.5K +4,335 +59%
CFG
213
Citizens Financial Group
Rhode Island
$49.3K -$150K -35,000 -75%
EWS
214
Evergreen Wealth Solutions
Pennsylvania
$48.4K +$48.4K +11,296 New
PPP
215
Private Portfolio Partners
New Jersey
$48.3K +$48.3K +11,265 New
FPCP
216
Fort Point Capital Partners
California
$47.9K +$386 +90 +0.8%
TPWM
217
Twelve Points Wealth Management
Massachusetts
$47.4K -$428 -100 -0.9%
Pathstone Holdings
218
Pathstone Holdings
New Jersey
$47.4K +$47.4K +11,056 New
CIM
219
CIM Investment Management
Pennsylvania
$46.6K – – –
MC
220
Moors & Cabot
Massachusetts
$46.4K +$46.4K +10,825 New
Envestnet Asset Management
221
Envestnet Asset Management
Illinois
$46.3K +$46.3K +10,816 New
AWC
222
Abundance Wealth Counselors
Pennsylvania
$46K +$46K +10,726 New
MA
223
Mutual Advisors
Nebraska
$45.7K -$231 -54 -0.5%
LFA
224
Legacy Financial Advisors
Kentucky
$44.4K – – –
NYLIM
225
New York Life Investment Management
New York
$44.3K +$44.3K +10,347 New
7 8
9
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