We are live on ! Find out more
PTON icon

Peloton Interactive

439 hedge funds and large institutions have $1.87B invested in Peloton Interactive in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 139 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $255M | Put options by funds: $111M

0.87% more ownership

Funds ownership: 86.51%87.38% (+0.87%)

9% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 139

9% less funds holding

Funds holding: 483439 (-44)

23% less capital invested

Capital invested by funds: $2.44B → $1.87B (-$571M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

45% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 88

Holders
439
Holders Change
-44
Holders Change %
-9.11%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
48
Increased
126
Reduced
139
Closed
88
Calls
$255M
Puts
$111M
Net Calls
+$145M
Net Calls Change
+$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
226
Twelve Points Wealth Management
Massachusetts
$109K -$915 -90 -0.6%
VFA
227
Valeo Financial Advisors
Indiana
$108K +$21.2K +2,081 +15%
PCA
228
Prospect Capital Advisors
California
$107K
CMI
229
Clare Market Investments
Texas
$106K +$156K +15,350 New
PAMS
230
Pictet Asset Management (Switzerland)
Switzerland
$106K -$774K -76,123 -83%
Canada Life
231
Canada Life
Manitoba, Canada
$105K -$1.03M -100,916 -87%
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$104K -$693K -68,200 -82%
AAS
233
Avantax Advisory Services
Texas
$104K -$2.85K -280 -2%
JAMH
234
Junson Asset Management (HK)
Hong Kong
$104K
APA
235
American Portfolios Advisors
New York
$102K -$4.44K -437 -3%
M&T Bank
236
M&T Bank
New York
$100K +$20K +1,967 +16%
B
237
BloombergSen
Ontario, Canada
$98K -$36.6K -3,600 -20%
PF
238
Phoenix Financial
Israel
$98K +$29.2K +2,868 +26%
AL
239
Arnhold LLC
New York
$97K
CBA
240
Coastal Bridge Advisors
Connecticut
$92K
IA
241
IFP Advisors
Florida
$92K +$11.5K +1,132 +57%
SOW
242
State of Wyoming
Wyoming
$92K +$76.1K +7,483 +128%
GCIA
243
Gabelli & Co Investment Advisers
New York
$90K +$132K +13,000 New
CA
244
Carson Advisory
Georgia
$89K +$130K +12,783 New
Kovitz Investment Group Partners
245
Kovitz Investment Group Partners
Illinois
$89K +$131K +12,906 New
AIM
246
Achmea Investment Management
Netherlands
$87K -$5.25K -517 -4%
QC
247
Quent Capital
New York
$87K +$83.6K +8,226 +192%
VRS
248
Virginia Retirement Systems
Virginia
$84.5K +$124K +12,200 New
Rockefeller Capital Management
249
Rockefeller Capital Management
New York
$83K +$21.9K +2,158 +22%
EP
250
Edgestream Partners
New Jersey
$80K +$117K +11,542 New

PTON Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q3 2022, worth a combined $1.87B — down 23% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PTON and 48 opened new positions — a net loss of 40 holders — while 139 trimmed existing stakes and 126 added.

The largest buyer was Morgan Stanley, adding an estimated $53.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.2M.

  • 439 institutional investors held Peloton Interactive (PTON) as of Q3 2022, down from 483 in Q2 2022.
  • Funds reported $1.87B of Peloton Interactive stock for Q3 2022, down 23% quarter-over-quarter.
  • 48 funds opened new Peloton Interactive positions in Q3 2022 and 88 closed out, a net change of -40 holders.
  • The largest Peloton Interactive buyer in Q3 2022 was Morgan Stanley, an estimated $53.5M added.
  • The largest Peloton Interactive seller in Q3 2022 was T. Rowe Price Associates, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2022.