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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
SIS
651
Sound Income Strategies
Florida
$5K – – –
GWMIA
652
Global Wealth Management Investment Advisory
Florida
$5K +$365 +3 +11%
DSC
653
Duncker Streett & Co
Missouri
$5K +$3.65K +30 New
BC
654
Bartlett & Co
Ohio
$5K +$4.14K +34 New
Fidelity International
655
Fidelity International
Bermuda
$4K -$358M -2,934,950 -100%
SL
656
Savior LLC
Massachusetts
$4K +$3.04K +25 New
CI
657
CX Institutional
Indiana
$4K +$3.17K +26 New
MS
658
Mizuho Securities
Japan
$4K +$3.17K +26 New
AIC
659
Archer Investment Corporation
Indiana
$3.79K +$3.04K +25 New
AIG
660
American International Group
New York
$3.13K +$2.32M +19,016 +1,199%
BWM
661
BerganKDV Wealth Management
Minnesota
$3K – – –
TPWA
662
TRUE Private Wealth Advisors
Oregon
$3K +$1.22K +10 +100%
RPWA
663
Regent Peak Wealth Advisors
Georgia
$3K +$2.31K +19 New
TFM
664
TFC Financial Management
Massachusetts
$3K +$2.31K +19 New
TFO
665
Tarbox Family Office
California
$3K +$2.44K +20 New
VCG
666
Vantage Consulting Group
Virginia
$3K +$2.56K +21 New
M1FG
667
Mach-1 Financial Group
Arkansas
$3K +$3.17K +26 New
FMP
668
Financial Management Professionals
Texas
$2K – – –
MF
669
Manchester Financial
California
$2K – – –
TIAM2
670
Tru Independence Asset Management 2
Oregon
$2K +$1.22K +10 New
SFO
671
Standard Family Office
South Dakota
$2K +$1.58K +13 New
CAGAS
672
Capital Advisory Group Advisory Services
Minnesota
$2K +$1.83K +15 New
PWPS
673
Pinnacle Wealth Planning Services
Ohio
$2K +$1.83K +15 New
SWA
674
SOA Wealth Advisors
New York
$2K +$1.83K +15 New
HCA
675
Harbour Capital Advisors
Virginia
$2K +$17.2K +141 +1%
25 26
27
28 29

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.