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Peloton Interactive
PTON

415 hedge funds and large institutions have $2.28B invested in Peloton Interactive in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 101 increasing their positions, 134 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $386M | Put options by funds: $153M

22% more capital invested

Capital invested by funds: $1.87B → $2.28B (+$417M)

4.29% more ownership

Funds ownership: 87.38% → 91.67% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less funds holding

Funds holding: 439 → 415 (-24)

17% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 93

25% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 134

Holders
415
Holders Change
-24
Holders Change %
-5.47%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
77
Increased
101
Reduced
134
Closed
93
Calls
$386M
Puts
$153M
Net Calls
+$234M
Net Calls Change
+$89M

Top Buyers

Rank Fund Capital Flow
1
Capital World Investors
Capital World Investors
California
+$235M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$93M
3
Coatue Management
Coatue Management
New York
+$42.2M
4
Morgan Stanley
Morgan Stanley
New York
+$29.2M
5
Two Sigma Investments
Two Sigma Investments
New York
+$27.8M

Top Sellers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$222M
2
Millennium Management
Millennium Management
New York
-$24.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$21.1M
4
DnB Asset Management
DnB Asset Management
Norway
-$14.6M
5
VCM
Valiant Capital Management
California
-$14.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
HGERS
326
Householder Group Estate & Retirement Specialist
Arizona
$2K – – –
KA
327
Kozak & Associates
Colorado
$2K – – –
PTC
328
Private Trust Company
Ohio
$2K – – –
ST
329
Smithfield Trust
Pennsylvania
$2K – – –
TSWM
330
Tyler-Stone Wealth Management
Ohio
$2K – – –
WAS
331
Winch Advisory Services
Wisconsin
$2K – – –
Bank Julius Baer & Co
332
Bank Julius Baer & Co
Switzerland
$2K +$48 +5 +2%
VNA
333
Valley National Advisers
Pennsylvania
$2K +$959 +100 +57%
BWP
334
Baldwin Wealth Partners
Massachusetts
$1.83K – – –
DWP
335
Destiny Wealth Partners
Florida
$1.76K +$1.17K +122 +122%
HWA
336
HHM Wealth Advisors
Tennessee
$1.61K – – –
CFGS
337
Concourse Financial Group Securities
Alabama
$1.61K -$67 -7 -3%
HF
338
Halpern Financial
Virginia
$1.59K – – –
SIC
339
SJS Investment Consulting
Ohio
$1.59K – – –
DIP
340
DT Investment Partners
Pennsylvania
$1.59K +$1.92K +200 New
MSCM
341
McElhenny Sheffield Capital Management
Texas
$1.59K +$1.92K +200 New
MFG
342
Mendota Financial Group
Wisconsin
$1.52K +$1.84K +192 New
ASBI
343
American State Bank (Iowa)
Iowa
$1.51K – – –
HWM
344
HighMark Wealth Management
Minnesota
$1.51K – – –
EARNEST Partners
345
EARNEST Partners
Georgia
$1.43K – – –
CMA
346
Cedar Mountain Advisors
Oregon
$1.31K – – –
RA
347
Rise Advisors
New York
$1.29K – – –
FFA
348
Farther Finance Advisors
California
$1.29K +$1.55K +162 New
EBA
349
Eagle Bay Advisors
New York
$1.23K – – –
FFA
350
Fairfield Financial Advisors
Massachusetts
$1.23K – – –
12 13
14
15 16

PTON Hedge Fund Activity: Q4 2022 in Review

415 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2022, worth a combined $2.28B — up 22% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of PTON and 77 opened new positions — a net loss of 16 holders — while 134 trimmed existing stakes and 101 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $235M. The largest seller was Baillie Gifford & Co, cutting an estimated $222M.

  • 415 institutional investors held Peloton Interactive (PTON) as of Q4 2022, down from 439 in Q3 2022.
  • Funds reported $2.28B of Peloton Interactive stock for Q4 2022, up 22% quarter-over-quarter.
  • 77 funds opened new Peloton Interactive positions in Q4 2022 and 93 closed out, a net change of -16 holders.
  • The largest Peloton Interactive buyer in Q4 2022 was Capital World Investors, an estimated $235M added.
  • The largest Peloton Interactive seller in Q4 2022 was Baillie Gifford & Co, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2022.