We are live on ! Find out more
PTON icon

Peloton Interactive
PTON

688 hedge funds and large institutions have $30.9B invested in Peloton Interactive in 2020 Q4 according to their latest regulatory filings, with 227 funds opening new positions, 228 increasing their positions, 177 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 227 | Existing positions closed: 69

73% more capital invested

Capital invested by funds: $17.9B → $30.9B (+$13B)

29% more repeat investments, than reductions

Existing positions increased: 228 | Existing positions reduced: 177

29% more funds holding

Funds holding: 535 → 688 (+153)

9% more funds holding in top 10

Funds holding in top 10: 33 → 36 (+3)

4.17% more ownership

Funds ownership: 75.29% → 79.46% (+4.2%)

4% less call options, than puts

Call options by funds: $2.94B | Put options by funds: $3.05B

Holders
688
Holders Change
+153
Holders Change %
+28.6%
% of All Funds
12.17%
Holding in Top 10
36
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.09%
% of All Funds
0.64%
New
227
Increased
228
Reduced
177
Closed
69
Calls
$2.94B
Puts
$3.05B
Net Calls
-$110M
Net Calls Change
-$76.8M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$609M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$522M
3
Capital Research Global Investors
Capital Research Global Investors
California
+$387M
4
Renaissance Technologies
Renaissance Technologies
New York
+$373M
5
Capital World Investors
Capital World Investors
California
+$258M

Top Sellers

Rank Fund Capital Flow
1
Fidelity International
Fidelity International
Bermuda
-$358M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$349M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$302M
4
WCM
Woodson Capital Management
Connecticut
-$171M
5
Deutsche Bank
Deutsche Bank
Germany
-$164M
Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
251
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.39M -$231K -1,900 -8%
AC
252
Athanor Capital
New York
$3.36M +$2.44M +20,046 +945%
AWP
253
Ascent Wealth Partners
New York
$3.33M -$131K -1,077 -5%
CG
254
Cutler Group
California
$3.32M -$12.8M -105,481 -83%
JAM
255
Jupiter Asset Management
United Kingdom
$3.29M -$3.13M -25,666 -54%
OC
256
Oppenheimer & Co
New York
$3.12M +$210K +1,720 +9%
Nomura Holdings
257
Nomura Holdings
Japan
$3.1M +$186K +1,530 +8%
Truist Financial
258
Truist Financial
North Carolina
$3.07M +$174K +1,431 +8%
BBCM
259
Boardman Bay Capital Management
New York
$3.03M -$1.22M -10,000 -33%
PCC
260
Park Circle Company
Maryland
$3.03M +$1.22M +10,000 +100%
BAM
261
Blueshift Asset Management
New Jersey
$3M +$1.55M +12,686 +179%
IAS
262
IMA Advisory Services
Colorado
$3M +$29.6K +243 +1%
PAG
263
Private Advisor Group
New Jersey
$2.94M +$1.17M +9,635 +99%
UCFA
264
United Capital Financial Advisors
Texas
$2.91M +$2.05M +16,851 +717%
MIM
265
MetLife Investment Management
New Jersey
$2.86M +$2.3M +18,883 New
Principal Financial Group
266
Principal Financial Group
Iowa
$2.86M +$1.27M +10,401 +123%
Baird Financial Group
267
Baird Financial Group
Wisconsin
$2.83M -$413K -3,388 -15%
II
268
IFM Investors
Australia
$2.83M +$826K +6,778 +57%
ACP
269
Aviance Capital Partners
Florida
$2.81M -$183K -1,500 -8%
Creative Planning
270
Creative Planning
Kansas
$2.79M +$170K +1,399 +8%
JMPWA
271
JP Morgan Private Wealth Advisors
California
$2.75M -$10.8K -89 -0.5%
GPCM
272
Granite Point Capital Management
Massachusetts
$2.73M – – –
SM
273
Selkirk Management
New Jersey
$2.73M +$2.19M +18,000 New
BA
274
Birinyi Associates
Connecticut
$2.72M +$658K +5,400 +43%
PA
275
Profund Advisors
Maryland
$2.67M +$2.15M +17,618 New
9 10
11
12 13

PTON Hedge Fund Activity: Q4 2020 in Review

688 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2020, worth a combined $30.9B — up 73% from $17.9B a quarter earlier.

Buyers outnumbered sellers: 227 funds opened new PTON positions and 69 closed out — a net gain of 158 holders — while 228 added to existing stakes and 177 trimmed.

The largest buyer was BlackRock, adding an estimated $609M. The largest seller was Fidelity International, cutting an estimated $358M.

  • 688 institutional investors held Peloton Interactive (PTON) as of Q4 2020, up from 535 in Q3 2020.
  • Funds reported $30.9B of Peloton Interactive stock for Q4 2020, up 73% quarter-over-quarter.
  • 227 funds opened new Peloton Interactive positions in Q4 2020 and 69 closed out, a net change of +158 holders.
  • The largest Peloton Interactive buyer in Q4 2020 was BlackRock, an estimated $609M added.
  • The largest Peloton Interactive seller in Q4 2020 was Fidelity International, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2020.