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Peloton Interactive

483 hedge funds and large institutions have $2.44B invested in Peloton Interactive in 2022 Q2 according to their latest regulatory filings, with 79 funds opening new positions, 143 increasing their positions, 132 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more call options, than puts

Call options by funds: $234M | Put options by funds: $160M

8% more repeat investments, than reductions

Existing positions increased: 143 | Existing positions reduced: 132

2.88% less ownership

Funds ownership: 89.39%86.51% (-2.9%)

4% less funds holding

Funds holding: 501483 (-18)

11% less first-time investments, than exits

New positions opened: 79 | Existing positions closed: 89

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

66% less capital invested

Capital invested by funds: $7.16B → $2.44B (-$4.72B)

Holders
483
Holders Change
-18
Holders Change %
-3.59%
% of All Funds
8.14%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.13%
New
79
Increased
143
Reduced
132
Closed
89
Calls
$234M
Puts
$160M
Net Calls
+$74.7M
Net Calls Change
-$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
LAS
526
Lloyd Advisory Services
Georgia
-$3K -117 Closed
BAM
527
Bellevue Asset Management
Washington
-$3K -100 Closed
PO
528
Private Ocean
California
-$3K -100 Closed
PWMG
529
Prestige Wealth Management Group
New Jersey
-$3K -90 Closed
MFT
530
Moisand Fitzgerald Tamayo
Florida
-$2K -60 Closed
BFC
531
Bedel Financial Consulting
Indiana
-$1K -53 Closed
LOIM
532
Liberty One Investment Management
Illinois
-$1K -45 Closed
TPCW
533
TD Private Client Wealth
New York
-$898 -34 Closed
FFA
534
Freedman Financial Associates
Massachusetts
-$1K -25 Closed
SLWA
535
San Luis Wealth Advisors
California
-$1K -24 Closed
IAMOG
536
Investors Asset Management of Georgia
Georgia
+$32 +2 New
WWMSC
537
Wagner Wealth Management (South Carolina)
South Carolina
+$48 +3 New
AW
538
ACG Wealth
Georgia
+$64 +4 New
BA
539
Bellwether Advisors
Nebraska
+$64 +4 New
AP
540
Arlington Partners
Alabama
+$80 +5 New
HR
541
Howe & Rusling
New York
+$128 +8 +53%
SCA
542
Stonebridge Capital Advisors
Minnesota
+$128 +8 New
LFA
543
Level Financial Advisors
New York
+$160 +10 New
SFG
544
Steward Financial Group
Texas
+$209 +13 New
CI Investments Inc
545
CI Investments Inc
Ontario, Canada
+$257 +16 New
LF
546
Lee Financial
Texas
+$257 +16 New
CMP
547
Coston McIsaac & Partners
Maine
+$289 +18 New
VCM
548
Versant Capital Management
Arizona
+$305 +19 +190%
FBC
549
Fairfield, Bush & Co
Connecticut
+$401 +25 New
BIA
550
Bell Investment Advisors
California
+$610 +38 New

PTON Hedge Fund Activity: Q2 2022 in Review

483 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q2 2022, worth a combined $2.44B — down 66% from $7.16B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of PTON and 79 opened new positions — a net loss of 10 holders — while 132 trimmed existing stakes and 143 added.

The largest buyer was Darsana Capital Partners, opening a new position worth an estimated $120M. The largest seller was Capital World Investors, exiting entirely with an estimated $267M sold.

  • 483 institutional investors held Peloton Interactive (PTON) as of Q2 2022, down from 501 in Q1 2022.
  • Funds reported $2.44B of Peloton Interactive stock for Q2 2022, down 66% quarter-over-quarter.
  • 79 funds opened new Peloton Interactive positions in Q2 2022 and 89 closed out, a net change of -10 holders.
  • The largest Peloton Interactive buyer in Q2 2022 was Darsana Capital Partners, an estimated $120M added.
  • The largest Peloton Interactive seller in Q2 2022 was Capital World Investors, an estimated $267M sold.

Based on aggregated 13F filings for Q2 2022.