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

Top Sellers

1
DCP
1
D1 Capital Partners
New York
$0
2
ACM
2
Altimeter Capital Management
Massachusetts
$0
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$0
5
AIM
5
Anatole Investment Management
Hong Kong
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFO
526
CVA Family Office
Colorado
$2K +$2K +50 New
BFC
527
Bedel Financial Consulting
Indiana
$2K +$2K +53 New
FPWM
528
FSB Premier Wealth Management
Iowa
$2K +$2K +69 New
AIC
529
Archer Investment Corporation
Indiana
$1.43K +$894 +25 +167%
CI Investments Inc
530
CI Investments Inc
Ontario, Canada
$1K -$1.4M -44,651 -100%
FHA
531
First Horizon Advisors
Tennessee
$1K -$23.9K -335 -96%
ODG
532
O'Dell Group
Ohio
$1K -$5K -200 -83%
GWS
533
Glassman Wealth Services
Virginia
$1K -$4.27K -94 -81%
TF
534
TimeScale Financial
Massachusetts
$1K -$5.67K -85 -85%
BWM
535
BerganKDV Wealth Management
Minnesota
$1K -$1.82K -51 -65%
GWMIA
536
Global Wealth Management Investment Advisory
Florida
$1K -$350 -14 -26%
GI
537
Gradient Investments
Minnesota
$1K – – –
NL
538
NVWM LLC
Pennsylvania
$1K – – –
HIIFS
539
Harel Insurance Investments & Financial Services
Israel
$1K – – –
FFA
540
Freedman Financial Associates
Massachusetts
$1K – – –
BAM
541
Baldrige Asset Management
Pennsylvania
$1K – – –
SIS
542
Sound Income Strategies
Florida
$1K – – –
HR
543
Howe & Rusling
New York
$1K +$667 +10 +200%
AWA
544
Aquire Wealth Advisors
Utah
$1K +$1K +16 New
PP
545
PrairieView Partners
Minnesota
$1K +$1K +20 New
PCG
546
Private Capital Group
Connecticut
$1K +$625 +25 +167%
HCM
547
Highlander Capital Management
New Jersey
$1K +$1K +25 New
TFGT
548
TS Financial Group (TSFG)
Illinois
$1K +$1K +25 New
OF
549
Outfitter Financial
Maine
$1K +$1K +25 New
AHIA
550
Andrew Hill Investment Advisors
Florida
$1K +$1K +50 New
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