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Peloton Interactive

483 hedge funds and large institutions have $2.44B invested in Peloton Interactive in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 143 increasing their positions, 132 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $234M | Put options by funds: $160M

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 132

2.88% less ownership

Funds ownership: 89.39%86.51% (-2.9%)

4% less funds holding

Funds holding: 501483 (-18)

11% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 89

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

66% less capital invested

Capital invested by funds: $7.16B → $2.44B (-$4.72B)

Holders
483
Holders Change
-18
Holders Change %
-3.59%
% of All Funds
8.14%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
79
Increased
143
Reduced
132
Closed
89
Calls
$234M
Puts
$160M
Net Calls
+$74.7M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
326
Clearstead Advisors
Ohio
$14K
KTC
327
Kistler-Tiffany Companies
Pennsylvania
$14K
Bessemer Group
328
Bessemer Group
New Jersey
$13K -$13K -810 -37%
CWP
329
Concord Wealth Partners
Virginia
$13K
C
330
Covestor
United Kingdom
$12K -$1.73K -108 -8%
RE
331
RBC Europe
United Kingdom
$12K
UB
332
UMB Bank
Missouri
$12K +$10.7K +669 +118%
LCM
333
Logan Capital Management
Pennsylvania
$11K -$450K -28,077 -96%
EL
334
EMFO LLC
Florida
$10K -$4.49K -280 -21%
GG
335
Gleason Group
Kentucky
$10K
RA
336
Resolute Advisors
California
$10K
TWM
337
Tradition Wealth Management
Minnesota
$10K +$642 +40 +4%
ST
338
Sageworth Trust
Pennsylvania
$9K
WB
339
Webster Bank
Connecticut
$9K
PCIG
340
Partners Capital Investment Group
Massachusetts
$8K
KA
341
Kozak & Associates
Colorado
$8K +$1.04K +65 +8%
FP
342
Financial Perspectives
Minnesota
$7.13K
AWM
343
Activest Wealth Management
Florida
$7K
MA
344
Montag & Associates
Georgia
$7K
RCM
345
Raleigh Capital Management
North Carolina
$7K
CAL
346
Capital Advisors Ltd
Ohio
$7K +$417 +26 +3%
Bank of Montreal
347
Bank of Montreal
Ontario, Canada
$6.36K -$27.5M -1,714,006 -74%
AF
348
Allworth Financial
California
$6K +$1.46K +91 +17%
SWM
349
Spire Wealth Management
Virginia
$5K -$9.13K -569 -53%
ATC
350
Adirondack Trust Company
New York
$5K

PTON Hedge Fund Activity: Q2 2022 in Review

483 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q2 2022, worth a combined $2.44B — down 66% from $7.16B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PTON and 79 opened new positions — a net loss of 10 holders — while 132 trimmed existing stakes and 143 added.

The largest buyer was Darsana Capital Partners, opening a new position worth an estimated $120M. The largest seller was Capital World Investors, exiting entirely with an estimated $267M sold.

  • 483 institutional investors held Peloton Interactive (PTON) as of Q2 2022, down from 501 in Q1 2022.
  • Funds reported $2.44B of Peloton Interactive stock for Q2 2022, down 66% quarter-over-quarter.
  • 79 funds opened new Peloton Interactive positions in Q2 2022 and 89 closed out, a net change of -10 holders.
  • The largest Peloton Interactive buyer in Q2 2022 was Darsana Capital Partners, an estimated $120M added.
  • The largest Peloton Interactive seller in Q2 2022 was Capital World Investors, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2022.