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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
PFSC
376
Peoples Financial Services Corp
Pennsylvania
$1K
RA
377
Rise Advisors
New York
$1K
SIC
378
Salem Investment Counselors
North Carolina
$1K
SBL
379
Sargent Bickham Lagudis
Colorado
$1K
SFO
380
Standard Family Office
South Dakota
$1K
TFA
381
Toth Financial Advisory
Virginia
$1K
T2I
382
Turim 21 Investimentos
Brazil
$1K
TSWM
383
Tyler-Stone Wealth Management
Ohio
$1K
VNA
384
Valley National Advisers
Pennsylvania
$1K
WTA
385
Washington Trust Advisors
Massachusetts
$1K
WAS
386
Winch Advisory Services
Wisconsin
$1K
BTI
387
Blue Trust Inc
Georgia
$1K +$325 +32 +29%
MCC
388
Money Concepts Capital
Florida
$1K +$457 +45 +36%
OA
389
Operose Advisors
Wisconsin
$1K +$478 +47 New
BWM
390
Baystate Wealth Management
Massachusetts
$1K +$508 +50 +45%
VCM
391
Versant Capital Management
Arizona
$1K +$742 +73 +252%
SIC
392
SJS Investment Consulting
Ohio
$1K +$2.03K +200 New
OPW
393
Oxler Private Wealth
New York
$720
SWA
394
Sutton Wealth Advisors
Florida
$714 +$1.05K +103 New
KFS
395
Kelly Financial Services
Massachusetts
$527 -$854 -84 -53%
TAM
396
Tucker Asset Management
Colorado
$420 +$508 +50 New
ECM
397
Estabrook Capital Management
New York
$298
AIC
398
Archer Investment Corporation
Indiana
$277
SC
399
Stephens Consulting
Michigan
$28 -$4.51K -444 -99%
Wellington Management Group
400
Wellington Management Group
Massachusetts
-$49.5M -5,396,730 Closed

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.