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Peloton Interactive
PTON

Overview Fund Activity

498 hedge funds and large institutions have $7.15B invested in Peloton Interactive in 2022 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 169 increasing their positions, 156 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
498
Holders Change
-75
Holders Change %
-13.09%
% of All Funds
7.88%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
91
Increased
169
Reduced
156
Closed
159
Calls
$774M
Puts
$663M
Net Calls
+$111M
Net Calls Change
+$133M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B
2
Coatue Management
2
Coatue Management
New York
$228M
3
Morgan Stanley
3
Morgan Stanley
New York
$401M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$144M
5
DIG
5
Dragoneer Investment Group
California
$229M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$0
2
Tiger Global Management
2
Tiger Global Management
New York
$31.7M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$0
4
DCP
4
Durable Capital Partners
Maryland
$44.6M
5
EC
5
Eminence Capital
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
401
Smithfield Trust
Pennsylvania
$8K – – –
MW
402
Milestone Wealth
New York
$8K – – –
EWM
403
Endurance Wealth Management
Rhode Island
$8K +$8K +300 New
ADL
404
Asset Dedication LLC
California
$7K -$6.75K -267 -49%
IRAG
405
Investment Research & Advisory Group
Georgia
$7K -$5.14K -191 -42%
FFWM
406
Future Financial Wealth Management
Ohio
$7K -$1.4K -50 -17%
FWM
407
Focused Wealth Management
New York
$7K – – –
SIC
408
SJS Investment Consulting
Ohio
$7K +$25 +1 +0.4%
GWSG
409
GPS Wealth Strategies Group
Colorado
$7K +$4.98K +185 +247%
FFA
410
Fairfield Financial Advisors
Massachusetts
$6.74K +$6.74K +255 New
BWP
411
Baldwin Wealth Partners
Massachusetts
$6K – – –
AA
412
Ancora Advisors
Ohio
$6K – – –
SCA
413
Sandy Cove Advisors
Massachusetts
$6K – – –
CFGS
414
Concourse Financial Group Securities
Alabama
$6K +$29 +1 +0.5%
ZB
415
Zions Bancorporation
Utah
$6K +$4.76K +169 +384%
WTC
416
WhitTier Trust Company
Nevada
$6K +$4.92K +200 +455%
HF
417
Halpern Financial
Virginia
$5.28K – – –
Macquarie Group
418
Macquarie Group
Australia
$5.16K +$3.32K +125,603 +181%
DWP
419
Destiny Wealth Partners
Florida
$5K -$4.9K -196 -49%
WAS
420
Winch Advisory Services
Wisconsin
$5K – – –
EARNEST Partners
421
EARNEST Partners
Georgia
$5K – – –
VNA
422
Valley National Advisers
Pennsylvania
$5K – – –
HWM
423
HighMark Wealth Management
Minnesota
$5K – – –
TSWM
424
Tyler-Stone Wealth Management
Ohio
$5K – – –
HWA
425
HHM Wealth Advisors
Tennessee
$5K +$4.93K +200 +6,667%
15 16
17
18 19