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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
Bessemer Group
301
Bessemer Group
New Jersey
$10K
EW
302
Evoke Wealth
California
$10K
AWM
303
Accel Wealth Management
Iowa
$9K +$10.2K +1,000 New
LCM
304
Logan Capital Management
Pennsylvania
$8K -$630 -62 -5%
GG
305
Gleason Group
Kentucky
$8K
AWM
306
Ameliora Wealth Management
Switzerland
$8K +$10.2K +1,000 New
EL
307
EMFO LLC
Florida
$7K
RA
308
Resolute Advisors
California
$7K
ST
309
Sageworth Trust
Pennsylvania
$7K
WB
310
Webster Bank
Connecticut
$7K
TWM
311
Tradition Wealth Management
Minnesota
$6K -$2.44K -240 -22%
PCIG
312
Partners Capital Investment Group
Massachusetts
$6K
FP
313
Financial Perspectives
Minnesota
$5.38K
CAL
314
Capital Advisors Ltd
Ohio
$5K -$346 -34 -4%
MA
315
Montag & Associates
Georgia
$5K
RCM
316
Raleigh Capital Management
North Carolina
$5K
QCG
317
Quadrant Capital Group
Ohio
$5K +$1.34K +132 +24%
LFG
318
Larson Financial Group
Missouri
$5K +$3.46K +340 +75%
AF
319
Allworth Financial
California
$4K -$142 -14 -2%
ATC
320
Adirondack Trust Company
New York
$4K
CCA
321
Column Capital Advisors
Indiana
$4K
BC
322
Bartlett & Co
Ohio
$4K +$864 +85 +20%
BWA
323
BDO Wealth Advisors
Florida
$4K +$2.54K +250 +72%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$3.57K +$864 +85 +20%
UB
325
UMB Bank
Missouri
$3K -$8.02K -789 -64%

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.