We are live on ! Find out more
PTON icon

Peloton Interactive

501 hedge funds and large institutions have $7.16B invested in Peloton Interactive in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $774M | Put options by funds: $663M

1.85% more ownership

Funds ownership: 87.54%89.39% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

13% less funds holding

Funds holding: 575501 (-74)

23% less capital invested

Capital invested by funds: $9.34B → $7.16B (-$2.18B)

41% less funds holding in top 10

Funds holding in top 10: 1710 (-7)

42% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 159

Holders
501
Holders Change
-74
Holders Change %
-12.87%
% of All Funds
7.9%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
92
Increased
171
Reduced
156
Closed
159
Calls
$774M
Puts
$663M
Net Calls
+$111M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
251
Perigon Wealth Management
California
$475K +$20.9K +729 +4%
Schroder Investment Management Group
252
Schroder Investment Management Group
United Kingdom
$470K +$191K +6,656 +67%
OTL
253
Oak Thistle LLC
New York
$469K +$509K +17,750 New
KAS
254
Kestra Advisory Services
Texas
$468K -$59.7K -2,082 -11%
SMDAM
255
Sumitomo Mitsui DS Asset Management
Japan
$460K -$1.12K -39 -0.2%
APA
256
American Portfolios Advisors
New York
$458K +$228K +7,939 +84%
AG
257
AIA Group
Hong Kong
$451K -$697K -24,305 -59%
GC
258
Gruss & Co
Florida
$444K +$201K +7,000 +71%
PNC Financial Services Group
259
PNC Financial Services Group
Pennsylvania
$441K -$19.3K -674 -4%
JRP
260
Jasper Ridge Partners
California
$440K
Marshall Wace
261
Marshall Wace
United Kingdom
$437K -$17.5M -608,769 -97%
B
262
BloombergSen
Ontario, Canada
$429K +$466K +16,250 New
VIA
263
Vident Investment Advisory
Georgia
$424K -$159K -5,532 -26%
TPWM
264
Twelve Points Wealth Management
Massachusetts
$417K -$89.4K -3,119 -16%
PCA
265
Prospect Capital Advisors
California
$406K +$441K +15,395 New
JAMH
266
Junson Asset Management (HK)
Hong Kong
$396K -$1.44M -50,300 -77%
CLOS
267
Compagnie Lombard Odier SCmA
Switzerland
$383K +$115K +4,000 +38%
PP
268
Paloma Partners
Connecticut
$370K -$852K -29,700 -68%
AL
269
Arnhold LLC
New York
$370K +$401K +14,000 New
Daiwa Securities Group
270
Daiwa Securities Group
Japan
$361K -$242K -8,427 -38%
TCM
271
Teza Capital Management
Illinois
$359K -$230K -8,030 -37%
CIBC Asset Management
272
CIBC Asset Management
Ontario, Canada
$357K -$1.54M -53,872 -80%
AAS
273
Avantax Advisory Services
Texas
$348K +$127K +4,430 +51%
VPIM
274
Vanguard Personalized Indexing Management
California
$348K +$377K +13,153 New
AIM
275
Achmea Investment Management
Netherlands
$348K +$377K +13,165 New

PTON Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2022, worth a combined $7.16B — down 23% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of PTON and 92 opened new positions — a net loss of 67 holders — while 156 trimmed existing stakes and 171 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $682M. The largest seller was Tiger Global Management, cutting an estimated $258M.

  • 501 institutional investors held Peloton Interactive (PTON) as of Q1 2022, down from 575 in Q4 2021.
  • Funds reported $7.16B of Peloton Interactive stock for Q1 2022, down 23% quarter-over-quarter.
  • 92 funds opened new Peloton Interactive positions in Q1 2022 and 159 closed out, a net change of -67 holders.
  • The largest Peloton Interactive buyer in Q1 2022 was T. Rowe Price Associates, an estimated $682M added.
  • The largest Peloton Interactive seller in Q1 2022 was Tiger Global Management, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.