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Peloton Interactive

501 hedge funds and large institutions have $7.16B invested in Peloton Interactive in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $774M | Put options by funds: $663M

1.85% more ownership

Funds ownership: 87.54%89.39% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

13% less funds holding

Funds holding: 575501 (-74)

23% less capital invested

Capital invested by funds: $9.34B → $7.16B (-$2.18B)

41% less funds holding in top 10

Funds holding in top 10: 1710 (-7)

42% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 159

Holders
501
Holders Change
-74
Holders Change %
-12.87%
% of All Funds
7.9%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
92
Increased
171
Reduced
156
Closed
159
Calls
$774M
Puts
$663M
Net Calls
+$111M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
351
Global Retirement Partners
California
$40K +$90.6K +3,159 New
CWP
352
Concord Wealth Partners
Virginia
$38K +$28.7K +1,000 +235%
C
353
Covestor
United Kingdom
$37K +$36.3K +1,265 +1,054%
EL
354
EMFO LLC
Florida
$35K
RE
355
RBC Europe
United Kingdom
$35K
AF
356
Advisornet Financial
Minnesota
$32K +$22K +768 +171%
T2I
357
Turim 21 Investimentos
Brazil
$30K -$1.41M -49,038 -98%
GG
358
Gleason Group
Kentucky
$30K +$28.7K +1,000 +741%
AssetMark Inc
359
AssetMark Inc
California
$29K +$2.18K +76 +8%
RA
360
Resolute Advisors
California
$28K -$5.73K -200 -16%
TWM
361
Tradition Wealth Management
Minnesota
$28K +$860 +30 +3%
SWM
362
Spire Wealth Management
Virginia
$28K +$4.9K +171 +19%
MFA
363
McClarren Financial Advisors
Pennsylvania
$27K +$26.2K +914 +775%
ST
364
Sageworth Trust
Pennsylvania
$26K
WB
365
Webster Bank
Connecticut
$26K +$28.2K +985 New
BC
366
BIT Capital
Germany
$23.9K -$4.07M -142,099 -99%
PCIG
367
Partners Capital Investment Group
Massachusetts
$22K -$8.35M -291,089 -100%
MA
368
Montag & Associates
Georgia
$21K +$22.3K +778 New
FP
369
Financial Perspectives
Minnesota
$20.5K +$22.3K +777 New
CAL
370
Capital Advisors Ltd
Ohio
$20K +$659 +23 +3%
AWM
371
Activest Wealth Management
Florida
$20K +$9.95K +347 +83%
RCM
372
Raleigh Capital Management
North Carolina
$20K +$21.5K +750 New
Robeco Institutional Asset Management
373
Robeco Institutional Asset Management
Netherlands
$19K -$34.8M -1,212,504 -100%
MCC
374
Money Concepts Capital
Florida
$18K +$19.8K +690 New
KA
375
Kozak & Associates
Colorado
$17K

PTON Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2022, worth a combined $7.16B — down 23% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of PTON and 92 opened new positions — a net loss of 67 holders — while 156 trimmed existing stakes and 171 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $682M. The largest seller was Tiger Global Management, cutting an estimated $258M.

  • 501 institutional investors held Peloton Interactive (PTON) as of Q1 2022, down from 575 in Q4 2021.
  • Funds reported $7.16B of Peloton Interactive stock for Q1 2022, down 23% quarter-over-quarter.
  • 92 funds opened new Peloton Interactive positions in Q1 2022 and 159 closed out, a net change of -67 holders.
  • The largest Peloton Interactive buyer in Q1 2022 was T. Rowe Price Associates, an estimated $682M added.
  • The largest Peloton Interactive seller in Q1 2022 was Tiger Global Management, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.