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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
CB
201
Commerce Bank
Missouri
$47.7K -$20K -5,587 -28%
CM
202
Crystalline Management
Canada
$47.3K +$50.1K +14,000 New
CBA
203
Coastal Bridge Advisors
Connecticut
$46.6K – – –
AWC
204
Abundance Wealth Counselors
Pennsylvania
$45K +$9.51K +2,654 +25%
EI
205
Ethic Inc
New York
$44.7K +$47.4K +13,229 New
CL
206
Choreo LLC
Illinois
$43.7K +$48.1K +13,422 New
CHAM
207
Clear Harbor Asset Management
Connecticut
$43K – – –
GC
208
Guggenheim Capital
Illinois
$43K +$45.5K +12,712 New
IVP
209
Intrinsic Value Partners
Arizona
$42.7K -$7.34K -2,050 -14%
EWS
210
Evergreen Wealth Solutions
Pennsylvania
$42.2K +$4.22K +1,179 +10%
TWC
211
TD Waterhouse Canada
Ontario, Canada
$41.6K – – –
HIP
212
HUB Investment Partners
Texas
$41.4K +$8.06K +2,250 +23%
TC
213
TownSquare Capital
Utah
$41.1K +$921 +257 +2%
HWM
214
HB Wealth Management
Georgia
$40.5K +$42.9K +11,978 New
KBC Group
215
KBC Group
Belgium
$40K – – –
NYLIM
216
New York Life Investment Management
New York
$39.2K +$4.45K +1,241 +12%
Pathstone Holdings
217
Pathstone Holdings
New Jersey
$39.1K +$1.78K +498 +5%
AB
218
Amalgamated Bank
New York
$39K -$38.2K -10,660 -48%
CFG
219
Citizens Financial Group
Rhode Island
$38.9K – – –
PPP
220
Private Portfolio Partners
New Jersey
$38.1K – – –
FPCP
221
Fort Point Capital Partners
California
$37.5K -$322 -90 -0.8%
TPWM
222
Twelve Points Wealth Management
Massachusetts
$37.4K – – –
AWA
223
Arkadios Wealth Advisors
Georgia
$37.3K +$39.5K +11,033 New
MA
224
Mutual Advisors
Nebraska
$36.7K -$2.15K -600 -6%
CIM
225
CIM Investment Management
Pennsylvania
$36.3K -$408 -114 -1%
7 8
9
10 11

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.