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

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Winslow Capital Management
Winslow Capital Management
Minnesota
$0
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
$0
4
APC
Alta Park Capital
California
$0
5
Macquarie Group
Macquarie Group
Australia
$184K
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
201
Oakworth Capital
Alabama
$13K – – –
AWM
202
AllSquare Wealth Management
New York
$13K +$13K +500 New
CFA
203
Carroll Financial Associates
North Carolina
$13K +$13K +512 New
AWM
204
Atticus Wealth Management
Florida
$11K – – –
SSB
205
Sandy Spring Bank
Maryland
$11K – – –
PA
206
Parallel Advisors
California
$11K +$11K +444 New
CB
207
CNB Bank
Pennsylvania
$10K – – –
FMTCOCP
208
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$8K +$8K +300 New
SAM
209
S.A. Mason
Michigan
$8K +$8K +300 New
IA
210
IFP Advisors
Florida
$6K -$8.4K -350 -58%
SL
211
Salomon & Ludwin
Virginia
$6K – – –
GT
212
Glenmede Trust
Pennsylvania
$6K – – –
BAM
213
Bellevue Asset Management
Washington
$6K +$2.86K +91 +91%
HF
214
Halpern Financial
Virginia
$5.31K – – –
LC
215
Lindbrook Capital
California
$5K -$7.5K -300 -60%
WAS
216
Winch Advisory Services
Wisconsin
$5K – – –
SIAP
217
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$5K – – –
NPP
218
New Potomac Partners
Maryland
$5K – – –
CCM
219
Covington Capital Management
California
$5K – – –
AF
220
Allworth Financial
California
$5K +$2.22K +80 +80%
FCM
221
Firestone Capital Management
Florida
$5K +$5K +175 New
VNA
222
Valley National Advisers
Pennsylvania
$4K +$2.67K +100 +200%
Parallax Volatility Advisers
223
Parallax Volatility Advisers
California
$3K -$459K -20,043 -99%
CA
224
Clearstead Advisors
Ohio
$3K +$3K +100 New
TL
225
TrueWealth LLC
Georgia
$3K +$3K +100 New
7 8
9
10 11