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Peloton Interactive

404 hedge funds and large institutions have $3.3B invested in Peloton Interactive in 2023 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 102 increasing their positions, 118 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
404
Holders Change
-7
Holders Change %
-1.7%
% of All Funds
6.47%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.14%
New
65
Increased
102
Reduced
118
Closed
61
Calls
$487M
Puts
$234M
Net Calls
+$252M
Net Calls Change
+$19M
Name Holding Trade Value Shares
Change
Shares
Change %
AF
301
Advisornet Financial
Minnesota
$4.5K
GWS
302
Glassman Wealth Services
Virginia
$4.4K +$953 +84 +28%
HGERS
303
Householder Group Estate & Retirement Specialist
Arizona
$4K
VWM
304
Venturi Wealth Management
Texas
$3.49K +$3.49K +308 New
TIM
305
Tortoise Investment Management
New York
$3.46K
SWM
306
Spire Wealth Management
Virginia
$3.45K +$1.02K +90 +42%
HWA
307
Heritage Wealth Advisors
Virginia
$3.4K -$851 -75 -20%
TCOV
308
Trust Company of Vermont
Vermont
$3.4K
PTC
309
Private Trust Company
Ohio
$3.4K
PB
310
Pinnacle Bancorp
Nebraska
$3.4K +$3.4K +300 New
FDCDDQ
311
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.11K
ETC
312
Exchange Traded Concepts
Oklahoma
$3.06K -$34.7K -3,064 -92%
WP
313
WealthPLAN Partners
Nebraska
$3.02K +$3.02K +266 New
VNA
314
Valley National Advisers
Pennsylvania
$3K
ST
315
Smithfield Trust
Pennsylvania
$3K
EWM
316
Endurance Wealth Management
Rhode Island
$3K
Bank Julius Baer & Co
317
Bank Julius Baer & Co
Switzerland
$3K
IRAG
318
Investment Research & Advisory Group
Georgia
$2.95K -$91 -8 -3%
KA
319
Kozak & Associates
Colorado
$2.84K
FWM
320
Focused Wealth Management
New York
$2.84K +$1.13K +100 +67%
BSC
321
Brown Shipley & Co
United Kingdom
$2.84K +$2.84K +250 New
BWP
322
Baldwin Wealth Partners
Massachusetts
$2.62K
CA
323
Clearstead Advisors
Ohio
$2.48K -$1.13K -100 -31%
BCWM
324
Bartlett & Co Wealth Management
Ohio
$2.38K -$2.49K -220 -51%
CFGS
325
Concourse Financial Group Securities
Alabama
$2.3K