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Peloton Interactive
PTON

Overview Fund Activity

398 hedge funds and large institutions have $2.2B invested in Peloton Interactive in 2023 Q2 according to their latest regulatory filings, with 53 funds opening new positions, 114 increasing their positions, 117 reducing their positions, and 55 closing their positions.

Holders
398
Holders Change
-6
Holders Change %
-1.49%
% of All Funds
6.28%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.09%
New
53
Increased
114
Reduced
117
Closed
55
Calls
$255M
Puts
$152M
Net Calls
+$103M
Net Calls Change
-$150M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$139M
2
DIG
2
Dragoneer Investment Group
California
$110M
3
PCM
3
Patient Capital Management
Maryland
$21.7M
4
CCM
4
Camber Capital Management
Massachusetts
$23.1M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$16.8M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$161M
2
DCP
2
Darsana Capital Partners
New York
$0
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$0
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$0
5
MVP
5
Miller Value Partners
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VNA
301
Valley National Advisers
Pennsylvania
$2K -$1.15K -100 -36%
Bank Julius Baer & Co
302
Bank Julius Baer & Co
Switzerland
$2K -$41 -6 -2%
WAS
303
Winch Advisory Services
Wisconsin
$2K – – –
EWM
304
Endurance Wealth Management
Rhode Island
$2K – – –
ST
305
Smithfield Trust
Pennsylvania
$2K – – –
TSWM
306
Tyler-Stone Wealth Management
Ohio
$2K +$2K +195 New
IRAG
307
Investment Research & Advisory Group
Georgia
$2K – – –
HCM
308
Hollencrest Capital Management
California
$1.92K -$1.54K -200 -44%
FWM
309
Focused Wealth Management
New York
$1.92K – – –
BSC
310
Brown Shipley & Co
United Kingdom
$1.92K – – –
BWP
311
Baldwin Wealth Partners
Massachusetts
$1.78K – – –
CA
312
Clearstead Advisors
Ohio
$1.69K – – –
AA
313
Ancora Advisors
Ohio
$1.61K +$377 +49 +31%
CSPIA
314
Cary Street Partners Investment Advisory
Virginia
$1.58K +$1.58K +205 New
HF
315
Halpern Financial
Virginia
$1.54K – – –
SIC
316
SJS Investment Consulting
Ohio
$1.54K – – –
PAI
317
Pittenger & Anderson Inc
Nebraska
$1.54K +$769 +100 +100%
GWM
318
Geneos Wealth Management
Colorado
$1.54K +$1.54K +200 New
MFG
319
Mendota Financial Group
Wisconsin
$1.48K – – –
HWM
320
HighMark Wealth Management
Minnesota
$1.46K – – –
WT
321
Whittier Trust
California
$1.46K +$921 +120 +171%
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$1.44K +$1.44K +187 New
BCWM
323
Bartlett & Co Wealth Management
Ohio
$1.38K -$231 -30 -14%
EARNEST Partners
324
EARNEST Partners
Georgia
$1.38K – – –
GWSG
325
GPS Wealth Strategies Group
Colorado
$1.38K +$1.18K +154 +616%
11 12
13
14 15