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Peloton Interactive

415 hedge funds and large institutions have $2.28B invested in Peloton Interactive in 2022 Q4 according to their latest regulatory filings, with 77 funds opening new positions, 101 increasing their positions, 134 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

153% more call options, than puts

Call options by funds: $386M | Put options by funds: $153M

22% more capital invested

Capital invested by funds: $1.87B → $2.28B (+$417M)

4.29% more ownership

Funds ownership: 87.38%91.67% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

5% less funds holding

Funds holding: 439415 (-24)

17% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 93

25% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 134

Holders
415
Holders Change
-24
Holders Change %
-5.47%
% of All Funds
6.67%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
77
Increased
101
Reduced
134
Closed
93
Calls
$386M
Puts
$153M
Net Calls
+$234M
Net Calls Change
+$89M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$385M +$93M +9,691,287 +25%
Vanguard Group
2
Vanguard Group
Pennsylvania
$215M +$9.19M +957,804 +4%
Capital World Investors
3
Capital World Investors
California
$194M +$235M +24,473,268 New
Morgan Stanley
4
Morgan Stanley
New York
$191M +$29.2M +3,047,216 +15%
BlackRock
5
BlackRock
New York
$108M +$8.94M +931,728 +7%
DIG
6
Dragoneer Investment Group
California
$97.5M +$14.8M +1,538,738 +14%
DCP
7
Darsana Capital Partners
New York
$79.4M
Coatue Management
8
Coatue Management
New York
$77.5M +$42.2M +4,399,819 +82%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$63.7M +$379K +39,532 +0.5%
EC
10
Eminence Capital
New York
$40.7M +$4.79M +498,977 +11%
JSP
11
Jackson Square Partners
California
$39.1M +$15.1M +1,572,927 +47%
Two Sigma Investments
12
Two Sigma Investments
New York
$38.6M +$27.8M +2,896,098 +148%
Alkeon Capital Management
13
Alkeon Capital Management
New York
$38.4M -$5.79M -603,546 -11%
State Street
14
State Street
Massachusetts
$38.1M +$1.56M +162,597 +4%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$35M +$2.5M +260,517 +6%
SCM
16
Scopia Capital Management
New York
$30.5M -$3.31M -344,753 -8%
TCMI
17
Technology Crossover Management IX
California
$29.2M
SCM
18
Spyglass Capital Management
California
$28.9M -$314K -32,691 -0.9%
Norges Bank
19
Norges Bank
Norway
$20.5M -$2.14M -223,019 -8%
DnB Asset Management
20
DnB Asset Management
Norway
$20.4M -$14.6M -1,518,824 -37%
TCMX
21
Technology Crossover Management X
California
$20.2M
Bank of America
22
Bank of America
North Carolina
$19.7M +$1.68M +175,577 +8%
Tiger Global Management
23
Tiger Global Management
New York
$19.5M +$14.7M +1,534,178 +167%
NCM
24
Nantahala Capital Management
Connecticut
$19M +$756K +78,842 +3%
Millennium Management
25
Millennium Management
New York
$17.4M -$24.3M -2,530,893 -54%

PTON Hedge Fund Activity: Q4 2022 in Review

415 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2022, worth a combined $2.28B — up 22% from $1.87B a quarter earlier.

Sellers outnumbered buyers: 93 funds closed out of PTON and 77 opened new positions — a net loss of 16 holders — while 134 trimmed existing stakes and 101 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $235M. The largest seller was Baillie Gifford & Co, cutting an estimated $222M.

  • 415 institutional investors held Peloton Interactive (PTON) as of Q4 2022, down from 439 in Q3 2022.
  • Funds reported $2.28B of Peloton Interactive stock for Q4 2022, up 22% quarter-over-quarter.
  • 77 funds opened new Peloton Interactive positions in Q4 2022 and 93 closed out, a net change of -16 holders.
  • The largest Peloton Interactive buyer in Q4 2022 was Capital World Investors, an estimated $235M added.
  • The largest Peloton Interactive seller in Q4 2022 was Baillie Gifford & Co, an estimated $222M sold.

Based on aggregated 13F filings for Q4 2022.