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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
GI
251
GAMCO Investors
Connecticut
$80K +$118K +11,590 New
CFS
252
CRA Financial Services
New Jersey
$80K +$118K +11,600 New
CIBC Asset Management
253
CIBC Asset Management
Ontario, Canada
$79K
IFPG
254
Intrepid Financial Planning Group
Indiana
$76K
GC
255
Gruss & Co
Florida
$75K -$61K -6,000 -36%
CIM
256
CIM Investment Management
Pennsylvania
$75K
CFG
257
Citizens Financial Group
Rhode Island
$75K +$4.41K +434 +4%
Impax Asset Management Group
258
Impax Asset Management Group
United Kingdom
$74K -$9.79K -963 -8%
BRWA
259
B. Riley Wealth Advisors
Florida
$74K +$108K +10,594 New
LFA
260
Legacy Financial Advisors
Kentucky
$72K
SFI
261
Siemens Fonds Invest
Germany
$71K
IAA
262
Independent Advisor Alliance
North Carolina
$69K -$20.3K -1,994 -17%
AG
263
AIA Group
Hong Kong
$59K -$54.5K -5,358 -38%
TCM
264
Tradewinds Capital Management
Washington
$57K +$30.5K +3,000 +57%
HI
265
Hoey Investments
Pennsylvania
$52K +$76.2K +7,500 New
S
266
Seeyond
France
$51K -$2.61K -257 -3%
Russell Investments Group
267
Russell Investments Group
United Kingdom
$49K -$97.8K -9,626 -57%
LC
268
Lindbrook Capital
California
$47K +$132 +13 +0.2%
BC
269
Burleson & Co
California
$45K
ECU
270
Eisler Capital (UK)
United Kingdom
$44K +$64.3K +6,325 New
MIM
271
MetLife Investment Management
New Jersey
$43K -$630 -62 -1%
C
272
Covestor
United Kingdom
$40K +$45.3K +4,461 +349%
National Bank of Canada
273
National Bank of Canada
Quebec, Canada
$38K +$6.1K +600 +11%
HCP
274
Hexagon Capital Partners
Arkansas
$36K +$7.12K +700 +16%
CC
275
Centiva Capital
New York
$35K -$221K -21,773 -81%

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.