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Peloton Interactive
PTON

Overview Fund Activity

573 hedge funds and large institutions have $9.33B invested in Peloton Interactive in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 225 increasing their positions, 148 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-65
Holders Change %
-10.19%
% of All Funds
8.85%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.26%
New
132
Increased
225
Reduced
148
Closed
191
Calls
$1.12B
Puts
$1.14B
Net Calls
-$21.8M
Net Calls Change
+$353M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$615M
2
Morgan Stanley
Morgan Stanley
New York
$335M
3
DCP
Durable Capital Partners
Maryland
$194M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$1.13B
5
Bank of New York Mellon
Bank of New York Mellon
New York
$211M

Top Sellers

1
DCP
D1 Capital Partners
New York
$0
2
ACM
Altimeter Capital Management
Massachusetts
$0
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$0
4
WRCM
Whale Rock Capital Management
Massachusetts
$0
5
AIM
Anatole Investment Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
426
Clearstead Advisors
Ohio
$24K – – –
PA
427
PSI Advisors
Florida
$22K -$14.5K -410 -40%
PMFA
428
Plante Moran Financial Advisors
Michigan
$21K +$12.3K +350 +140%
P
429
Pariax
California
$21K +$21K +590 New
ADL
430
Asset Dedication LLC
California
$19K +$1.15K +33 +6%
CCA
431
Column Capital Advisors
Indiana
$18K +$4.83K +138 +37%
S
432
Surevest
California
$18K +$18K +501 New
SFM
433
Signet Financial Management
New Jersey
$18K +$18K +517 New
GWM
434
Geneos Wealth Management
Colorado
$17K -$31.1K -895 -65%
QCG
435
Quadrant Capital Group
Ohio
$17K -$10.2K -284 -37%
Fifth Third Bancorp
436
Fifth Third Bancorp
Ohio
$17K +$7.07K +200 +71%
KA
437
Kozak & Associates
Colorado
$17K +$7.09K +321 +71%
IRAG
438
Investment Research & Advisory Group
Georgia
$16K – – –
AF
439
Advisornet Financial
Minnesota
$16K +$5.65K +159 +55%
HPC
440
HM Payson & Co
Maine
$16K +$15.4K +442 +2,763%
AWM
441
Atticus Wealth Management
Florida
$15K -$488 -14 -3%
ATC
442
Adirondack Trust Company
New York
$15K – – –
AWM
443
Activest Wealth Management
Florida
$15K +$12.7K +356 +556%
CWP
444
Concord Wealth Partners
Virginia
$15K +$15K +426 New
SOW
445
State of Wyoming
Wyoming
$14K -$3.23K -91 -19%
DWP
446
Destiny Wealth Partners
Florida
$14K – – –
WTA
447
Washington Trust Advisors
Massachusetts
$14K +$14K +400 New
Koshinski Asset Management
448
Koshinski Asset Management
Illinois
$13.6K +$8.08K +226 +147%
CCMW
449
Cypress Capital Management (Wyoming)
Wyoming
$13K – – –
CAM
450
CenterStar Asset Management
Illinois
$13K – – –
16 17
18
19 20