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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 %
UIA
451
Ulland Investment Advisors
Minnesota
$13K +$13K +350 New
CCM
452
Chilton Capital Management
Texas
$13K +$13K +366 New
Bank Julius Baer & Co
453
Bank Julius Baer & Co
Switzerland
$12K -$498K -14,351 -98%
AP
454
Atwood & Palmer
Missouri
$11K – – –
TWA
455
TCI Wealth Advisors
Arizona
$11K +$2.62K +70 +31%
HWA
456
Heritage Wealth Advisors
Virginia
$11K +$3.61K +100 +49%
TCOV
457
Trust Company of Vermont
Vermont
$11K +$11K +300 New
FFWM
458
Future Financial Wealth Management
Ohio
$11K +$11K +300 New
SC
459
Stephens Consulting
Michigan
$10.2K +$10.2K +286 New
ST
460
Smithfield Trust
Pennsylvania
$10K +$8.63K +252 +630%
SIC
461
SJS Investment Consulting
Ohio
$10K +$10K +280 New
DAM
462
Delta Asset Management
Tennessee
$9K – – –
FWM
463
Focused Wealth Management
New York
$9K +$34 +1 +0.4%
SCA
464
Sandy Cove Advisors
Massachusetts
$9K +$9K +244 New
AA
465
Ancora Advisors
Ohio
$8K -$6.81K -200 -46%
VRM
466
Vectors Research Management
New York
$8K – – –
BWP
467
Baldwin Wealth Partners
Massachusetts
$8K – – –
MW
468
Milestone Wealth
New York
$8K +$8K +232 New
HF
469
Halpern Financial
Virginia
$7.15K – – –
DFCM
470
Dark Forest Capital Management
Puerto Rico
$7K -$77.4K -2,111 -92%
CFGS
471
Concourse Financial Group Securities
Alabama
$7K -$100 -3 -1%
WAS
472
Winch Advisory Services
Wisconsin
$7K – – –
TSWM
473
Tyler-Stone Wealth Management
Ohio
$7K +$7K +205 New
AWA
474
Amplius Wealth Advisors
Pennsylvania
$7K +$7K +208 New
ECM
475
Estabrook Capital Management
New York
$6.01K +$4.47K +125 +291%
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19
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