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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
Morgan Stanley
1
Morgan Stanley
New York
$143M +$5.1M +1,423,682 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$112M +$6.04M +1,687,344 +5%
BlackRock
3
BlackRock
New York
$90.3M +$34M +9,480,355 +55%
Capital World Investors
4
Capital World Investors
California
$88.8M – – –
GL
5
GTCR LLC
Illinois
$47.3M +$50.1M +14,000,000 New
QOP
6
Quinn Opportunity Partners
Virginia
$42.7M +$16.7M +4,653,431 +58%
DnB Asset Management
7
DnB Asset Management
Norway
$40.9M +$12.9M +3,611,069 +42%
DIG
8
Dragoneer Investment Group
California
$38.2M – – –
NCM
9
Nantahala Capital Management
Connecticut
$37M +$16.6M +4,622,392 +73%
Ameriprise
10
Ameriprise
Minnesota
$32.6M +$18.8M +5,240,718 +119%
T. Rowe Price Investment Management
11
T. Rowe Price Investment Management
Maryland
$28.1M +$10.4M +2,894,575 +54%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$27.3M +$8.64M +2,413,071 +43%
State Street
13
State Street
Massachusetts
$26.7M +$7.51M +2,098,042 +36%
Two Sigma Investments
14
Two Sigma Investments
New York
$25.6M +$20.2M +5,634,475 +292%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$24.5M +$8.56M +2,389,500 +49%
DCM
16
DME Capital Management
New York
$22.9M +$24.3M +6,789,140 New
PCM
17
Patient Capital Management
Maryland
$18M -$2.92M -815,576 -13%
SCM
18
Scopia Capital Management
New York
$13.1M +$1.97M +549,389 +17%
Charles Schwab
19
Charles Schwab
California
$12.5M +$4.5M +1,255,199 +51%
TCMI
20
Technology Crossover Management IX
California
$12.4M – – –
TCMX
21
Technology Crossover Management X
California
$8.59M – – –
Coatue Management
22
Coatue Management
New York
$8.45M – – –
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$7.87M -$2.9M -809,172 -26%
CC
24
Clearline Capital
New York
$7.53M +$7.98M +2,226,862 New
Bank of America
25
Bank of America
North Carolina
$7.48M +$1.67M +466,640 +27%
1
2 3 4 5

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.