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Peloton Interactive
PTON

640 hedge funds and large institutions have $20.1B invested in Peloton Interactive in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 208 reducing their positions, and 120 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.98% more ownership

Funds ownership: 81.11% → 85.09% (+4%)

6% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 208

6% less funds holding

Funds holding: 678 → 640 (-38)

15% less call options, than puts

Call options by funds: $2.05B | Put options by funds: $2.43B

25% less first-time investments, than exits

New positions opened: 90 | Existing positions closed: 120

25% less capital invested

Capital invested by funds: $26.9B → $20.1B (-$6.82B)

31% less funds holding in top 10

Funds holding in top 10: 35 → 24 (-11)

Holders
640
Holders Change
-38
Holders Change %
-5.6%
% of All Funds
11.2%
Holding in Top 10
24
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-31.43%
% of All Funds
0.42%
New
90
Increased
220
Reduced
208
Closed
120
Calls
$2.05B
Puts
$2.43B
Net Calls
-$375M
Net Calls Change
-$200M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$877M
2
Viking Global Investors
Viking Global Investors
Connecticut
+$659M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$359M
4
DCP
D1 Capital Partners
New York
+$323M
5
Parallax Volatility Advisers
Parallax Volatility Advisers
California
+$179M

Top Sellers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
-$412M
2
TCM
Tybourne Capital Management
Hong Kong
-$293M
3
Tiger Global Management
Tiger Global Management
New York
-$180M
4
Renaissance Technologies
Renaissance Technologies
New York
-$139M
5
JP Morgan Chase
JP Morgan Chase
New York
-$115M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
251
MCF Advisors
Kentucky
$2.14M +$13.5K +122 +0.5%
JG
252
Jefferies Group
New York
$2.13M +$183K +1,652 +7%
Cerity Partners
253
Cerity Partners
New York
$2.09M +$2.41M +21,830 +1,010%
DekaBank Deutsche Girozentrale
254
DekaBank Deutsche Girozentrale
Germany
$2.08M +$353K +3,194 +15%
PAMP
255
Polar Asset Management Partners
Ontario, Canada
$2.06M +$2.61M +23,638 New
US Bancorp
256
US Bancorp
Minnesota
$2.04M +$453K +4,099 +21%
OC
257
Oppenheimer & Co
New York
$2.02M -$319K -2,882 -11%
JF
258
Jump Financial
Illinois
$2M +$2.54M +23,000 New
CCM
259
Cinctive Capital Management
New York
$1.99M +$323K +2,922 +15%
PP
260
Paloma Partners
Connecticut
$1.98M +$1.93M +17,464 +334%
WBC
261
Westpac Banking Corp
Australia
$1.94M – – –
SCM
262
Shelton Capital Management
Colorado
$1.93M +$79.3K +717 +3%
AIG
263
American International Group
New York
$1.93M -$28.1K -254 -1%
VIA
264
Vident Investment Advisory
Georgia
$1.87M -$57K -516 -2%
TCA
265
Transcend Capital Advisors
New Jersey
$1.83M +$2.16M +19,573 New
AWM
266
AE Wealth Management
Kansas
$1.83M +$3.54K +32 +0.2%
CAL
267
Capital Analysts LLC
Pennsylvania
$1.81M +$95.5K +864 +4%
WTC
268
WhitTier Trust Company
Nevada
$1.81M +$105K +950 +5%
AWM
269
Avitas Wealth Management
California
$1.81M -$10.4K -94 -0.5%
GC
270
Grace Capital
Massachusetts
$1.81M – – –
FC
271
FORA Capital
Florida
$1.8M -$604K -5,463 -21%
Vontobel Holding
272
Vontobel Holding
Switzerland
$1.8M -$395K -3,578 -15%
LFAS
273
Level Four Advisory Services
Texas
$1.78M -$290K -2,620 -11%
ACM
274
Alight Capital Management
New York
$1.74M -$332K -3,000 -13%
PCC
275
Park Circle Company
Maryland
$1.74M – – –
9 10
11
12 13

PTON Hedge Fund Activity: Q3 2021 in Review

640 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q3 2021, worth a combined $20.1B — down 25% from $26.9B a quarter earlier.

Sellers outnumbered buyers: 120 funds closed out of PTON and 90 opened new positions — a net loss of 30 holders — while 208 trimmed existing stakes and 220 added.

The largest buyer was Baillie Gifford & Co, adding an estimated $877M. The largest seller was Capital Research Global Investors, cutting an estimated $412M.

  • 640 institutional investors held Peloton Interactive (PTON) as of Q3 2021, down from 678 in Q2 2021.
  • Funds reported $20.1B of Peloton Interactive stock for Q3 2021, down 25% quarter-over-quarter.
  • 90 funds opened new Peloton Interactive positions in Q3 2021 and 120 closed out, a net change of -30 holders.
  • The largest Peloton Interactive buyer in Q3 2021 was Baillie Gifford & Co, an estimated $877M added.
  • The largest Peloton Interactive seller in Q3 2021 was Capital Research Global Investors, an estimated $412M sold.

Based on aggregated 13F filings for Q3 2021.