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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
MML Investors Services
451
MML Investors Services
Massachusetts
-$103K -11,172 Closed
BFM
452
Boothbay Fund Management
New York
-$98K -10,685 Closed
GC
453
Guggenheim Capital
Illinois
-$94K -10,253 Closed
DAM
454
Draper Asset Management
New York
-$81K -8,855 Closed
AIM
455
ARK Investment Management
Florida
-$121K -8,665 Closed
CAPTRUST Financial Advisors
456
CAPTRUST Financial Advisors
North Carolina
-$71K -7,693 Closed
VI
457
Vestcor Inc
New Brunswick, Canada
-$61K -6,694 Closed
VVP
458
Venture Visionary Partners
Ohio
-$55.2K -6,017 Closed
NIMI
459
Natixis Investment Managers International
France
-$54K -5,916 Closed
LS
460
Livforsakringsbolaget Skandia
Sweden
-$30K -3,300 Closed
WI
461
Wahed Invest
New York
-$29K -3,182 Closed
Belvedere Trading
462
Belvedere Trading
Illinois
-$23K -2,401 Closed
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
-$21K -2,240 Closed
AAM
464
Advisors Asset Management
Colorado
-$14K -1,494 Closed
CWP
465
Concord Wealth Partners
Virginia
-$13K -1,426 Closed
WAM
466
WFA Asset Management
Wisconsin
-$3.65K -398 Closed
HCM
467
Highlander Capital Management
New Jersey
-$3.81K -375 -88%
CI
468
CX Institutional
Indiana
-$3K -365 Closed
AP
469
Atwood & Palmer
Missouri
-$3K -300 Closed
CA
470
CoreCap Advisors
Michigan
-$3K -278 Closed
PA
471
PSI Advisors
Florida
-$3K -275 Closed
VRM
472
Vectors Research Management
New York
-$2K -235 Closed
SIAP
473
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$2K -200 Closed
GI
474
Gradient Investments
Minnesota
-$1.75K -172 -87%
PFBT
475
Parkside Financial Bank & Trust
Missouri
-$1.64K -161 -97%

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.