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Peloton Interactive
PTON

678 hedge funds and large institutions have $26.9B invested in Peloton Interactive in 2021 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 265 increasing their positions, 206 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more funds holding in top 10

Funds holding in top 10: 26 → 35 (+9)

29% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 206

15% more capital invested

Capital invested by funds: $23.4B → $26.9B (+$3.56B)

2.16% more ownership

Funds ownership: 78.95% → 81.11% (+2.2%)

0% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 117

1% less funds holding

Funds holding: 684 → 678 (-6)

6% less call options, than puts

Call options by funds: $2.54B | Put options by funds: $2.72B

Holders
678
Holders Change
-6
Holders Change %
-0.88%
% of All Funds
11.8%
Holding in Top 10
35
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+34.62%
% of All Funds
0.61%
New
117
Increased
265
Reduced
206
Closed
117
Calls
$2.54B
Puts
$2.72B
Net Calls
-$175M
Net Calls Change
-$16.5M

Top Buyers

1
ACM
Altimeter Capital Management
Massachusetts
+$463M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$437M
3
Coatue Management
Coatue Management
New York
+$337M
4
DIG
Dragoneer Investment Group
California
+$223M
5
DCP
D1 Capital Partners
New York
+$204M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$1.3B
2
Capital World Investors
Capital World Investors
California
-$333M
3
DVF
Discovery Value Fund
Singapore
-$152M
4
Two Sigma Advisers
Two Sigma Advisers
New York
-$151M
5
EAM
Eagle Asset Management
Florida
-$133M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCMI
26
Technology Crossover Management IX
California
$256M +$36.1M +339,331 +20%
NAMA
27
Nikko Asset Management Americas
New York
$247M +$61.4M +576,431 +41%
TCMX
28
Technology Crossover Management X
California
$231M +$15.1M +142,096 +8%
AIM
29
Anatole Investment Management
Hong Kong
$231M +$198M +1,862,582 New
DCP
30
Darsana Capital Partners
New York
$223M +$31.9M +300,000 +20%
Bank of America
31
Bank of America
North Carolina
$223M +$17.6M +165,197 +10%
Artisan Partners
32
Artisan Partners
Wisconsin
$215M -$6.6M -62,024 -3%
AIM
33
ARK Investment Management
Florida
$209M +$72.1M +677,162 +67%
Northern Trust
34
Northern Trust
Illinois
$192M -$7.31M -68,695 -4%
Legal & General Group
35
Legal & General Group
United Kingdom
$170M +$12.4M +116,629 +9%
Robeco Institutional Asset Management
36
Robeco Institutional Asset Management
Netherlands
$154M -$7.72M -72,558 -6%
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$149M -$7.71M -72,433 -6%
JP Morgan Chase
38
JP Morgan Chase
New York
$148M -$36.5K -343 -0%
Renaissance Technologies
39
Renaissance Technologies
New York
$139M -$119M -1,119,053 -50%
UBS AM
40
UBS AM
Illinois
$132M +$36.6M +343,867 +48%
ZCI
41
Zevenbergen Capital Investments
Washington
$132M -$6.01M -56,479 -5%
Swiss National Bank
42
Swiss National Bank
Switzerland
$127M +$899K +8,450 +0.8%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$125M -$15.5M -145,561 -13%
LSCM
44
Light Street Capital Management
California
$120M +$31.4M +295,348 +44%
HCM
45
Hitchwood Capital Management
New York
$118M – – –
Goldman Sachs
46
Goldman Sachs
New York
$115M -$115M -1,082,192 -54%
Mitsubishi UFJ Trust & Banking
47
Mitsubishi UFJ Trust & Banking
Japan
$113M +$14.2M +133,075 +17%
Deutsche Bank
48
Deutsche Bank
Germany
$103M +$18.4M +172,936 +26%
SCM
49
Spyglass Capital Management
California
$97.5M +$83.7M +785,894 New
Charles Schwab
50
Charles Schwab
California
$97.2M +$3.48M +32,646 +4%
1
2
3 4 5

PTON Hedge Fund Activity: Q2 2021 in Review

678 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q2 2021, worth a combined $26.9B — up 15% from $23.4B a quarter earlier.

Fund positioning in PTON was balanced in Q2 2021: 117 funds opened new positions, 117 closed out, 265 added to existing stakes and 206 trimmed.

The largest buyer was Altimeter Capital Management, adding an estimated $463M. The largest seller was Jennison Associates, exiting entirely with an estimated $1.3B sold.

  • 678 institutional investors held Peloton Interactive (PTON) as of Q2 2021, down from 684 in Q1 2021.
  • Funds reported $26.9B of Peloton Interactive stock for Q2 2021, up 15% quarter-over-quarter.
  • 117 funds opened new Peloton Interactive positions in Q2 2021 and 117 closed out, a net change of 0 holders.
  • The largest Peloton Interactive buyer in Q2 2021 was Altimeter Capital Management, an estimated $463M added.
  • The largest Peloton Interactive seller in Q2 2021 was Jennison Associates, an estimated $1.3B sold.

Based on aggregated 13F filings for Q2 2021.