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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
Morgan Stanley
1
Morgan Stanley
New York
$175M -$200M -40,475,595 -50%
Vanguard Group
2
Vanguard Group
Pennsylvania
$135M +$6M +1,215,397 +4%
Capital World Investors
3
Capital World Investors
California
$113M +$104K +21,147 +0.1%
BlackRock
4
BlackRock
New York
$73.8M +$635K +128,557 +0.8%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$65.2M -$27M -5,466,108 -26%
DIG
6
Dragoneer Investment Group
California
$48.4M – – –
DnB Asset Management
7
DnB Asset Management
Norway
$36.5M +$655K +132,581 +2%
QOP
8
Quinn Opportunity Partners
Virginia
$34.2M +$13.6M +2,749,000 +53%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$32.1M -$3.55M -719,834 -9%
NCM
10
Nantahala Capital Management
Connecticut
$27.1M +$15.1M +3,050,000 +93%
PCM
11
Patient Capital Management
Maryland
$26.3M -$300K -60,709 -1%
State Street
12
State Street
Massachusetts
$24.9M +$1.44M +291,366 +5%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$24.3M +$1.19M +241,981 +4%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$23.1M +$4.09M +828,427 +18%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$20.8M -$4.9M -992,600 -17%
CCM
16
Camber Capital Management
Massachusetts
$19.3M – – –
Ameriprise
17
Ameriprise
Minnesota
$18.9M +$21.5M +4,351,866 +8,007%
TCMI
18
Technology Crossover Management IX
California
$15.8M – – –
SCM
19
Scopia Capital Management
New York
$14.2M +$6.32M +1,280,739 +63%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$13.4M +$13.9M +2,809,274 +857%
TCMX
21
Technology Crossover Management X
California
$10.9M – – –
Coatue Management
22
Coatue Management
New York
$10.7M +$12.3M +2,500,000 New
Charles Schwab
23
Charles Schwab
California
$10.5M -$390K -79,011 -3%
Jane Street
24
Jane Street
New York
$10.5M +$1.37M +277,033 +13%
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$8.9M +$10.3M +2,076,058 New
1
2 3 4 5

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.