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Peloton Interactive
PTON

575 hedge funds and large institutions have $9.34B invested in Peloton Interactive in 2021 Q4 according to their latest regulatory filings, with 132 funds opening new positions, 226 increasing their positions, 149 reducing their positions, and 191 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 226 | Existing positions reduced: 149

2.45% more ownership

Funds ownership: 85.09% → 87.54% (+2.5%)

2% less call options, than puts

Call options by funds: $1.12B | Put options by funds: $1.14B

10% less funds holding

Funds holding: 640 → 575 (-65)

29% less funds holding in top 10

Funds holding in top 10: 24 → 17 (-7)

31% less first-time investments, than exits

New positions opened: 132 | Existing positions closed: 191

54% less capital invested

Capital invested by funds: $20.1B → $9.34B (-$10.8B)

Holders
575
Holders Change
-65
Holders Change %
-10.16%
% of All Funds
8.85%
Holding in Top 10
17
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-29.17%
% of All Funds
0.26%
New
132
Increased
226
Reduced
149
Closed
191
Calls
$1.12B
Puts
$1.14B
Net Calls
-$21.8M
Net Calls Change
+$353M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$804M
2
Morgan Stanley
Morgan Stanley
New York
+$445M
3
DCP
Durable Capital Partners
Maryland
+$332M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$209M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$199M

Top Sellers

Rank Fund Capital Flow
1
DCP
D1 Capital Partners
New York
-$599M
2
ACM
Altimeter Capital Management
Massachusetts
-$492M
3
N
Nuveen
North Carolina
-$233M
4
Coatue Management
Coatue Management
New York
-$230M
5
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$209M
Name Holding Trade Value Shares
Change 		Change in
Stake
Korea Investment Corp
626
Korea Investment Corp
South Korea
– -$1.06M -12,200 Closed
AQR Capital Management
627
AQR Capital Management
Connecticut
– -$1.01M -11,939 Closed
ANRIA
628
American National Registered Investment Advisor
Texas
– -$924K -10,611 Closed
UONDDL
629
University of Notre Dame du Lac
Indiana
– -$909K -10,447 Closed
NFGCM
630
Norman Fields Gottscho Capital Management
New York
– -$901K -10,345 Closed
SM
631
Selkirk Management
New Jersey
– -$871K -10,000 Closed
HCA
632
Harbour Capital Advisors
Virginia
– -$868K -9,967 Closed
AC
633
Apogem Capital
New York
– -$800K -9,194 Closed
AR
634
Advisory Research
Illinois
– -$741K -8,510 Closed
CA
635
Cullinan Associates
Kentucky
– -$688K -7,900 Closed
CWM
636
Circle Wealth Management
New Jersey
– -$657K -7,550 Closed
RIM
637
Redpoint Investment Management
Australia
– -$655K -7,530 Closed
Franklin Resources
638
Franklin Resources
California
– -$626K -7,180 Closed
Axa
639
Axa
France
– -$592K -6,800 Closed
WAS
640
WESPAC Advisors SoCal
California
– -$505K -6,112 Closed
GW
641
GW & Wade
Massachusetts
– -$522K -6,002 Closed
SC
642
Sovarnum Capital
New York
– -$522K -6,000 Closed
PAS
643
Park Avenue Securities
New York
– -$508K -5,830 Closed
BNP Paribas Asset Management
644
BNP Paribas Asset Management
France
– -$501K -5,757 Closed
Manulife (Manufacturers Life Insurance)
645
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$489K -5,619 Closed
ER
646
Enlightenment Research
Florida
– -$479K -5,500 Closed
JC
647
Joho Capital
New York
– -$468K -5,375 Closed
TFS
648
Thoroughbred Financial Services
Tennessee
– -$465K -5,346 Closed
IRF
649
IBM Retirement Fund
New York
– -$459K -5,278 Closed
WP
650
Waycross Partners
Kentucky
– -$447K -5,137 Closed
24 25
26
27 28

PTON Hedge Fund Activity: Q4 2021 in Review

575 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2021, worth a combined $9.34B — down 54% from $20.1B a quarter earlier.

Sellers outnumbered buyers: 191 funds closed out of PTON and 132 opened new positions — a net loss of 59 holders — while 149 trimmed existing stakes and 226 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $804M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $599M sold.

  • 575 institutional investors held Peloton Interactive (PTON) as of Q4 2021, down from 640 in Q3 2021.
  • Funds reported $9.34B of Peloton Interactive stock for Q4 2021, down 54% quarter-over-quarter.
  • 132 funds opened new Peloton Interactive positions in Q4 2021 and 191 closed out, a net change of -59 holders.
  • The largest Peloton Interactive buyer in Q4 2021 was T. Rowe Price Associates, an estimated $804M added.
  • The largest Peloton Interactive seller in Q4 2021 was D1 Capital Partners, an estimated $599M sold.

Based on aggregated 13F filings for Q4 2021.