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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
AF
276
Advisornet Financial
Minnesota
$34K +$45.7K +4,500 +1,134%
ETC
277
Exchange Traded Concepts
Oklahoma
$31K +$41.4K +4,077 +944%
SPIA
278
Steward Partners Investment Advisory
New York
$29K -$42K -4,128 -50%
DekaBank Deutsche Girozentrale
279
DekaBank Deutsche Girozentrale
Germany
$27K -$145K -14,219 -79%
GRP
280
Global Retirement Partners
California
$25K -$1.76K -173 -5%
CCA
281
Catalyst Capital Advisors
New York
$24K
EPM
282
Equitec Proprietary Markets
Illinois
$23K +$28.5K +2,800 +560%
BCV
283
Banque Cantonale Vaudoise
Switzerland
$22K -$23.3K -2,288 -41%
AIG
284
American International Group
New York
$22K +$518 +51 +2%
NSIM
285
North Star Investment Management
Illinois
$21K
KBC Group
286
KBC Group
Belgium
$20K -$148K -14,584 -83%
WFA
287
Wipfli Financial Advisors
Wisconsin
$20K +$28.8K +2,831 New
PA
288
Parallel Advisors
California
$17K -$25.8K -2,540 -51%
HI
289
Harbour Investments
Wisconsin
$17K
WT
290
Whittier Trust
California
$16K -$10.4K -1,022 -31%
AA
291
Addison Advisors
Vermont
$15K +$21.8K +2,140 New
MFA
292
McClarren Financial Advisors
Pennsylvania
$14K +$21.4K +2,103 New
AAP
293
Arax Advisory Partners
Colorado
$13K
MWM
294
Mascoma Wealth Management
New Hampshire
$13K
NFSG
295
Newbridge Financial Services Group
Florida
$12K -$5.13K -505 -22%
CA
296
Clearstead Advisors
Ohio
$11K
KTC
297
Kistler-Tiffany Companies
Pennsylvania
$11K +$1.07K +105 +7%
WPA
298
West Paces Advisors
Georgia
$10.3K +$12.7K +1,250 +532%
PAI
299
Pittenger & Anderson Inc
Nebraska
$10K -$74.5K -7,325 -84%
PI
300
PineBridge Investments
New York
$10K -$3.42K -337 -19%

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.