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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
KIG
276
Kessler Investment Group
Indiana
$340K +$322K +11,224 +678%
Creative Planning
277
Creative Planning
Kansas
$337K +$90.4K +3,153 +33%
SAM
278
Shell Asset Management
Netherlands
$336K
MMA
279
Mizuho Markets Americas
New York
$334K -$175K -6,093 -32%
PAG
280
Private Advisor Group
New Jersey
$334K +$112K +3,896 +45%
Nordea Investment Management
281
Nordea Investment Management
Sweden
$329K
AWS
282
Atria Wealth Solutions
New York
$328K +$356K +12,418 New
TWC
283
TD Waterhouse Canada
Ontario, Canada
$321K +$118K +4,113 +54%
FC
284
FORA Capital
Florida
$320K -$577K -20,112 -64%
VFA
285
Valeo Financial Advisors
Indiana
$314K +$63.5K +2,216 +23%
IAA
286
Independent Advisor Alliance
North Carolina
$312K +$110K +3,832 +48%
UCFA
287
United Capital Financial Advisors
Texas
$302K +$328K +11,446 New
BWM
288
BlackDiamond Wealth Management
New York
$301K +$327K +11,394 New
Rockefeller Capital Management
289
Rockefeller Capital Management
New York
$298K -$21.4K -745 -6%
Brown Advisory
290
Brown Advisory
Maryland
$295K +$107K +3,723 +50%
OC
291
Oppenheimer & Co
New York
$291K -$64.8K -2,260 -17%
CIM
292
CIM Investment Management
Pennsylvania
$288K -$344 -12 -0.1%
HFP
293
Holistic Financial Partners
Indiana
$285K -$53.4K -1,864 -15%
LFA
294
Legacy Financial Advisors
Kentucky
$274K +$297K +10,370 New
SFI
295
Siemens Fonds Invest
Germany
$271K
WS
296
Wedbush Securities
California
$265K -$61.3K -2,137 -18%
MCM
297
Manchester Capital Management
Vermont
$265K +$113K +3,953 +65%
LOAMU
298
Lombard Odier Asset Management (USA)
New York
$264K +$287K +10,000 New
MMA
299
Miracle Mile Advisors
California
$260K +$110K +3,843 +64%
American Century Companies
300
American Century Companies
Missouri
$258K -$16.3M -570,012 -98%

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.