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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
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$233K
PNC Financial Services Group
177
PNC Financial Services Group
Pennsylvania
$232K +$79K +7,770 +30%
HNB
178
Huntington National Bank
Ohio
$231K -$203 -20 -0.1%
Baird Financial Group
179
Baird Financial Group
Wisconsin
$223K +$5.95K +585 +2%
GAG
180
GM Advisory Group
New York
$214K -$11.2K -1,100 -3%
Ameriprise
181
Ameriprise
Minnesota
$204K -$92.9K -9,137 -23%
Cambridge Investment Research Advisors
182
Cambridge Investment Research Advisors
Iowa
$203K +$7.16K +704 +2%
FIM
183
Fernwood Investment Management
Massachusetts
$202K -$203 -20 -0.1%
OAM
184
Oppenheimer Asset Management
New York
$201K +$55.7K +5,483 +23%
PP
185
Paloma Partners
Connecticut
$201K +$152K +15,000 +107%
US Bancorp
186
US Bancorp
Minnesota
$199K +$59.2K +5,827 +25%
Truist Financial
187
Truist Financial
North Carolina
$191K +$171K +16,867 +157%
MA
188
MCF Advisors
Kentucky
$188K
PAG
189
Private Advisor Group
New Jersey
$185K +$15.7K +1,544 +6%
Mitsubishi UFJ Asset Management
190
Mitsubishi UFJ Asset Management
Japan
$184K -$710K -69,858 -72%
SAMU
191
SONA Asset Management (US)
New York
$180K
GAM
192
Gotham Asset Management
New York
$175K +$147K +14,478 +134%
JG
193
Jefferies Group
New York
$173K +$254K +24,988 New
WorldQuant Millennium Advisors
194
WorldQuant Millennium Advisors
New York
$173K
RJFSA
195
Raymond James Financial Services Advisors
Florida
$169K +$19.1K +1,878 +8%
Creative Planning
196
Creative Planning
Kansas
$167K +$126K +12,378 +105%
TSS
197
Two Sigma Securities
New York
$164K -$773K -76,056 -76%
GIA
198
Gladstone Institutional Advisory
Florida
$159K +$8.27K +814 +4%
MCM
199
Manchester Capital Management
Vermont
$156K -$8.13K -800 -3%
ASN
200
Advisory Services Network
Georgia
$154K +$52.8K +5,190 +31%

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.