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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
S
426
Seeyond
France
$556K -$90.3K -741 -17%
PA
427
Parallel Advisors
California
$549K +$32.5K +267 +8%
SWP
428
Stratos Wealth Partners
Ohio
$544K -$22.2K -182 -5%
SAM
429
Silvercrest Asset Management
New York
$540K – – –
Macquarie Group
430
Macquarie Group
Australia
$537K -$234K -1,918 -35%
KWM
431
Keebeck Wealth Management
Illinois
$535K +$6.09K +50 +1%
IF
432
IRON Financial
Illinois
$527K +$423K +3,475 New
CM
433
Castleark Management
Illinois
$522K – – –
Mercer Global Advisors
434
Mercer Global Advisors
Colorado
$520K -$4.02K -33 -1%
HVM
435
Harvest Volatility Management
Connecticut
$520K +$418K +3,429 New
TA
436
Tiedemann Advisors
New York
$517K -$401K -3,291 -49%
PSUF
437
People's United Financial
Connecticut
$516K +$4.99K +41 +1%
MCM
438
MAI Capital Management
Ohio
$509K +$18.8K +154 +5%
NFG
439
Next Financial Group
Texas
$492K +$65.2K +535 +20%
BNP Paribas Asset Management
440
BNP Paribas Asset Management
France
$491K -$64.8K -532 -14%
PFA
441
Professional Financial Advisors
Nebraska
$489K +$61.6K +506 +19%
TC
442
Telemus Capital
Michigan
$484K -$853K -7,000 -69%
BMSSC
443
B. Metzler seel. Sohn & Co
Germany
$481K +$378K +3,107 New
WA
444
WBH Advisory
Maryland
$469K – – –
RG
445
Rathbones Group
United Kingdom
$469K +$377K +3,093 New
CC
446
Cornerstone Capital
California
$458K – – –
DC
447
Davenport & Co
Virginia
$455K -$30.1K -247 -8%
LS
448
Livforsakringsbolaget Skandia
Sweden
$455K +$122K +1,000 +50%
CAG
449
Crestwood Advisors Group
Massachusetts
$448K +$14K +115 +4%
RCM
450
RB Capital Management
Nevada
$446K +$28.7K +236 +9%
16 17
18
19 20

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.