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Peloton Interactive
PTON

Overview Fund Activity

245 hedge funds and large institutions have $3.14B invested in Peloton Interactive in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 86 increasing their positions, 19 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
245
Holders Change
+63
Holders Change %
+34.62%
% of All Funds
5.41%
Holding in Top 10
10
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+150%
% of All Funds
0.22%
New
108
Increased
86
Reduced
19
Closed
43
Calls
$128M
Puts
$154M
Net Calls
-$26.4M
Net Calls Change
-$64M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$214M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$248M
3
Tiger Global Management
3
Tiger Global Management
New York
$110M
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$464M
5
Coatue Management
5
Coatue Management
New York
$90.8M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Winslow Capital Management
2
Winslow Capital Management
Minnesota
$0
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$0
4
APC
4
Alta Park Capital
California
$0
5
Macquarie Group
5
Macquarie Group
Australia
$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFA
176
Valeo Financial Advisors
Indiana
$118K +$15.2K +538 +15%
AF
177
Advisornet Financial
Minnesota
$102K +$91.1K +3,440 +839%
ASN
178
Advisory Services Network
Georgia
$102K +$102K +3,832 New
S
179
SignatureFD
Georgia
$85K +$50.5K +1,897 +147%
FWM
180
Focused Wealth Management
New York
$85K +$85K +3,200 New
RE
181
RBC Europe
United Kingdom
$77.9K +$77.9K +2,935 New
SFS
182
Sowell Financial Services
Arkansas
$77K +$61.5K +2,300 +395%
JCM
183
Jacobi Capital Management
Pennsylvania
$67K +$66.5K +2,500 +12,500%
SBL
184
Sargent Bickham Lagudis
Colorado
$66K – – –
FHA
185
Flagship Harbor Advisors
Massachusetts
$31K +$2.7K +100 +10%
WPA
186
West Paces Advisors
Georgia
$30K +$15K +565 +100%
ST
187
Sageworth Trust
Pennsylvania
$27K – – –
ATC
188
Adirondack Trust Company
New York
$27K +$19.2K +735 +245%
PFO
189
Pathstone Family Office
New Jersey
$27K +$27K +1,000 New
CAL
190
Capital Advisors Ltd
Ohio
$20K – – –
NSIM
191
North Star Investment Management
Illinois
$20K +$18K +675 +900%
BCA
192
Berman Capital Advisors
Georgia
$19K +$19K +729 New
IRAG
193
Investment Research & Advisory Group
Georgia
$17K – – –
LFG
194
Larson Financial Group
Missouri
$17K +$4.96K +187 +41%
IFAM
195
Institutional & Family Asset Management
Colorado
$16K +$16K +620 New
FDCDDQ
196
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.9K +$2.66K +100 +20%
US Bancorp
197
US Bancorp
Minnesota
$15K +$9.78K +375 +188%
PAI
198
Pittenger & Anderson Inc
Nebraska
$15K +$15K +575 New
PMFA
199
Plante Moran Financial Advisors
Michigan
$14K – – –
OC
200
Oakworth Capital
Alabama
$13K – – –
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8
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