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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
VNA
426
Valley National Advisers
Pennsylvania
$5K
WAS
427
Winch Advisory Services
Wisconsin
$5K
FPS
428
Fieldpoint Private Securities
Connecticut
$5K +$5.73K +200 New
HWA
429
HHM Wealth Advisors
Tennessee
$5K +$5.73K +200 +6,667%
SIAP
430
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K +$5.73K +200 New
MIM
431
Macroview Investment Management
Maryland
$5K +$5.76K +201 +5,025%
KFS
432
Kelly Financial Services
Massachusetts
$4.23K
TWA
433
TCI Wealth Advisors
Arizona
$4K -$4.44K -155 -53%
CMA
434
Cedar Mountain Advisors
Oregon
$4K
RA
435
Rise Advisors
New York
$4K
BWM
436
Baystate Wealth Management
Massachusetts
$4K +$1.43K +50 +50%
HBW
437
Hazlett, Burt & Watson
West Virginia
$4K +$4.3K +150 New
AWM
438
Avondale Wealth Management
Texas
$3K
BWS
439
BCR Wealth Strategies
Alabama
$3K
BAM
440
Bellevue Asset Management
Washington
$3K
HFM
441
Harvest Fund Management
China
$3K
HI
442
Hudock Inc
Pennsylvania
$3K
NOI
443
Newton One Investments
Delaware
$3K
NSB
444
Norway Savings Bank
Maine
$3K
PFSC
445
Peoples Financial Services Corp
Pennsylvania
$3K
PAI
446
Pittenger & Anderson Inc
Nebraska
$3K
PO
447
Private Ocean
California
$3K
PWMG
448
Prestige Wealth Management Group
New Jersey
$3K +$2.21K +77 +592%
LAS
449
Lloyd Advisory Services
Georgia
$3K +$3.35K +117 New
T
450
TCWP
Ohio
$3K +$4.16K +145 New

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.