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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
PA
651
Perennial Advisors
New York
$3K +$213 +2 +10%
AIG
652
American International Group
New York
$2.78K +$236K +2,218 +11%
HIIFS
653
Harel Insurance Investments & Financial Services
Israel
$2K -$1.04M -9,789 -100%
HPC
654
HM Payson & Co
Maine
$2K -$222K -2,089 -99%
ZB
655
Zions Bancorporation
Utah
$2K -$213 -2 -13%
GWMIA
656
Global Wealth Management Investment Advisory
Florida
$2K -$106 -1 -5%
JPLA
657
Joseph P. Lucia & Associates
New York
$2K – – –
WWMSC
658
Wagner Wealth Management (South Carolina)
South Carolina
$2K – – –
WWM
659
Wolff Wiese Magana
California
$2K – – –
PCG
660
Private Capital Group
Connecticut
$2K +$639 +6 +67%
SB
661
Strategic Blueprint
Georgia
$2K +$1.6K +15 New
BAM
662
Baldrige Asset Management
Pennsylvania
$2K +$2.13K +20 New
CFO
663
CVA Family Office
Colorado
$2K +$2.13K +20 New
CFA
664
Carroll Financial Associates
North Carolina
$1K – – –
CCC
665
Crescent Capital Consulting
Louisiana
$1K – – –
DSC
666
Duncker Streett & Co
Missouri
$1K – – –
FF
667
FourThought Financial
Florida
$1K – – –
GTAM
668
Global Trust Asset Management
Florida
$1K – – –
HR
669
Howe & Rusling
New York
$1K – – –
VCM
670
Versant Capital Management
Arizona
$1K – – –
GAM
671
Gemmer Asset Management
California
$1K +$532 +5 New
TFO
672
Tarbox Family Office
California
$1K +$1.17K +11 New
TCM
673
Tradewinds Capital Management
Washington
$1K +$1.28K +12 New
MF
674
Magnetar Financial
Illinois
$753 +$274K +2,572 +73%
GEA
675
Glen Eagle Advisors
New Jersey
$496 -$2.13K -20 -83%
25 26
27
28 29

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.