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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
PAS
476
Park Avenue Securities
New York
$320K +$257K +2,111 New
HPC
477
HM Payson & Co
Maine
$319K +$28K +230 +12%
II
478
Inspire Investing
Idaho
$318K +$256K +2,100 New
SCA
479
Snowden Capital Advisors
New York
$316K +$254K +2,083 New
EH
480
Equitable Holdings
New York
$314K +$252K +2,072 New
XWM
481
Xcel Wealth Management
Florida
$312K +$251K +2,061 New
BF
482
BOK Financial
Oklahoma
$310K +$249K +2,042 New
WANY
483
Wealthspire Advisors (New York)
New York
$308K +$247K +2,028 New
CI
484
CAZ Investments
Texas
$303K -$499K -4,100 -67%
RC
485
RegentAtlantic Capital
New Jersey
$303K +$243K +1,996 New
MA
486
MUFG Americas
New York
$303K +$244K +2,000 New
PCM
487
Pentwater Capital Management
Florida
$303K +$244K +2,000 New
IWC
488
Integrated Wealth Concepts
Massachusetts
$288K +$231K +1,899 New
GC
489
Gratus Capital
Georgia
$288K +$231K +1,900 New
CAM
490
Cresset Asset Management
Illinois
$288K +$232K +1,901 New
TYCC
491
Texas Yale Capital Corp
Florida
$285K +$229K +1,880 New
IFG
492
Independent Financial Group
California
$283K -$124K -1,016 -35%
SBIA
493
Sheaff Brock Investment Advisors
Indiana
$280K -$31.1K -255 -12%
EWA
494
Exencial Wealth Advisors
Oklahoma
$280K +$225K +1,847 New
F
495
F3Logic
Minnesota
$277K +$222K +1,825 New
OPCM
496
Osborne Partners Capital Management
California
$275K +$221K +1,811 New
SG
497
StoneX Group
New York
$273K +$219K +1,798 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
498
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$270K +$146K +1,197 +205%
PPW
499
Parcion Private Wealth
Washington
$270K +$217K +1,782 New
AWM
500
Atticus Wealth Management
Florida
$268K -$22.9K -188 -10%
18 19
20
21 22

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.