We are live on ! Find out more
PTON icon

Peloton Interactive

501 hedge funds and large institutions have $7.16B invested in Peloton Interactive in 2022 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 171 increasing their positions, 156 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $774M | Put options by funds: $663M

1.85% more ownership

Funds ownership: 87.54%89.39% (+1.9%)

10% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 156

13% less funds holding

Funds holding: 575501 (-74)

23% less capital invested

Capital invested by funds: $9.34B → $7.16B (-$2.18B)

41% less funds holding in top 10

Funds holding in top 10: 1710 (-7)

42% less first-time investments, than exits

New positions opened: 92 | Existing positions closed: 159

Holders
501
Holders Change
-74
Holders Change %
-12.87%
% of All Funds
7.9%
Holding in Top 10
10
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-41.18%
% of All Funds
0.16%
New
92
Increased
171
Reduced
156
Closed
159
Calls
$774M
Puts
$663M
Net Calls
+$111M
Net Calls Change
+$133M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.08B +$682M +23,781,297 +138%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$877M +$45.4M +1,582,414 +5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$681M +$24.4M +851,812 +3%
BlackRock
4
BlackRock
New York
$420M +$11.1M +387,809 +2%
Morgan Stanley
5
Morgan Stanley
New York
$401M +$167M +5,827,101 +62%
Capital World Investors
6
Capital World Investors
California
$267M +$40.5M +1,411,171 +16%
DIG
7
Dragoneer Investment Group
California
$229M +$110M +3,840,044 +79%
Coatue Management
8
Coatue Management
New York
$228M +$234M +8,177,503 +1,873%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$201M +$49.1M +1,711,428 +29%
State Street
10
State Street
Massachusetts
$164M +$7.63M +266,122 +4%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$144M +$156M +5,434,358 New
Fidelity Investments
12
Fidelity Investments
Massachusetts
$142M -$28.2M -982,983 -15%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$104M +$7.97M +277,861 +8%
TCMI
14
Technology Crossover Management IX
California
$97.1M
JSP
15
Jackson Square Partners
California
$95.3M +$103M +3,605,278 New
Alkeon Capital Management
16
Alkeon Capital Management
New York
$94M +$9.31M +324,700 +10%
GGHC
17
Gilder Gagnon Howe & Co
New York
$79.9M -$2.03M -70,701 -2%
SCM
18
Spyglass Capital Management
California
$77.7M -$10.5M -366,715 -11%
Bank of Montreal
19
Bank of Montreal
Ontario, Canada
$68.5M -$5.45M -189,986 -8%
Norges Bank
20
Norges Bank
Norway
$67.5M +$13.9M +484,513 +23%
TCMX
21
Technology Crossover Management X
California
$67.2M
Sumitomo Mitsui Trust Group
22
Sumitomo Mitsui Trust Group
Japan
$61.3M -$15.1M -526,972 -19%
Bank of America
23
Bank of America
North Carolina
$52.8M +$30.4M +1,059,880 +113%
WCM
24
Woodson Capital Management
Connecticut
$52.5M -$10.7M -373,822 -16%
Northern Trust
25
Northern Trust
Illinois
$50.6M +$4.43M +154,583 +9%

PTON Hedge Fund Activity: Q1 2022 in Review

501 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2022, worth a combined $7.16B — down 23% from $9.34B a quarter earlier.

Sellers outnumbered buyers: 159 funds closed out of PTON and 92 opened new positions — a net loss of 67 holders — while 156 trimmed existing stakes and 171 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $682M. The largest seller was Tiger Global Management, cutting an estimated $258M.

  • 501 institutional investors held Peloton Interactive (PTON) as of Q1 2022, down from 575 in Q4 2021.
  • Funds reported $7.16B of Peloton Interactive stock for Q1 2022, down 23% quarter-over-quarter.
  • 92 funds opened new Peloton Interactive positions in Q1 2022 and 159 closed out, a net change of -67 holders.
  • The largest Peloton Interactive buyer in Q1 2022 was T. Rowe Price Associates, an estimated $682M added.
  • The largest Peloton Interactive seller in Q1 2022 was Tiger Global Management, an estimated $258M sold.

Based on aggregated 13F filings for Q1 2022.