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Peloton Interactive

439 hedge funds and large institutions have $1.87B invested in Peloton Interactive in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 126 increasing their positions, 139 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more call options, than puts

Call options by funds: $255M | Put options by funds: $111M

0.87% more ownership

Funds ownership: 86.51%87.38% (+0.87%)

9% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 139

9% less funds holding

Funds holding: 483439 (-44)

23% less capital invested

Capital invested by funds: $2.44B → $1.87B (-$571M)

38% less funds holding in top 10

Funds holding in top 10: 85 (-3)

45% less first-time investments, than exits

New positions opened: 48 | Existing positions closed: 88

Holders
439
Holders Change
-44
Holders Change %
-9.11%
% of All Funds
7.56%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.09%
New
48
Increased
126
Reduced
139
Closed
88
Calls
$255M
Puts
$111M
Net Calls
+$145M
Net Calls Change
+$69.9M
Name Holding Trade Value Shares
Change
Change in
Stake
ASBI
351
American State Bank (Iowa)
Iowa
$1.32K
AWM
352
Abound Wealth Management
Tennessee
$1.26K +$1.85K +182 New
FFA
353
Fairfield Financial Advisors
Massachusetts
$1.07K
SSB
354
Sandy Spring Bank
Maryland
$1K -$4.43K -436 -82%
AA
355
Ancora Advisors
Ohio
$1K -$1.02K -100 -54%
DWP
356
Destiny Wealth Partners
Florida
$1K -$1.02K -100 -50%
EC
357
Elequin Capital
New York
$1K -$183 -18 -20%
ADL
358
Asset Dedication LLC
California
$1K
AWM
359
Avondale Wealth Management
Texas
$1K
BWS
360
BCR Wealth Strategies
Alabama
$1K
CMA
361
Cedar Mountain Advisors
Oregon
$1K
CFGS
362
Concourse Financial Group Securities
Alabama
$1K
EBA
363
Eagle Bay Advisors
New York
$1K
EARNEST Partners
364
EARNEST Partners
Georgia
$1K
Fifth Third Bancorp
365
Fifth Third Bancorp
Ohio
$1K
FCMT
366
Founders Capital Management (Texas)
Texas
$1K
GCS
367
Gordian Capital (Singapore)
Singapore
$1K
GWSG
368
GPS Wealth Strategies Group
Colorado
$1K
HFM
369
Harvest Fund Management
China
$1K
HBW
370
Hazlett, Burt & Watson
West Virginia
$1K
HWA
371
HHM Wealth Advisors
Tennessee
$1K
HWM
372
HighMark Wealth Management
Minnesota
$1K
MW
373
Milestone Wealth
New York
$1K
NOI
374
Newton One Investments
Delaware
$1K
NSB
375
Norway Savings Bank
Maine
$1K

PTON Hedge Fund Activity: Q3 2022 in Review

439 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q3 2022, worth a combined $1.87B — down 23% from $2.44B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of PTON and 48 opened new positions — a net loss of 40 holders — while 139 trimmed existing stakes and 126 added.

The largest buyer was Morgan Stanley, adding an estimated $53.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $61.2M.

  • 439 institutional investors held Peloton Interactive (PTON) as of Q3 2022, down from 483 in Q2 2022.
  • Funds reported $1.87B of Peloton Interactive stock for Q3 2022, down 23% quarter-over-quarter.
  • 48 funds opened new Peloton Interactive positions in Q3 2022 and 88 closed out, a net change of -40 holders.
  • The largest Peloton Interactive buyer in Q3 2022 was Morgan Stanley, an estimated $53.5M added.
  • The largest Peloton Interactive seller in Q3 2022 was T. Rowe Price Associates, an estimated $61.2M sold.

Based on aggregated 13F filings for Q3 2022.