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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
Cetera Investment Advisers
651
Cetera Investment Advisers
Illinois
– -$445K -5,107 Closed
SFA
652
Souders Financial Advisors
Ohio
– -$439K -5,048 Closed
RHBC
653
R.H. Bluestein & Co
Michigan
– -$438K -5,035 Closed
TC
654
Tairen Capital
Hong Kong
– -$435K -5,000 Closed
Mercer Global Advisors
655
Mercer Global Advisors
Colorado
– -$433K -4,978 Closed
SI
656
Stephens Inc
Arkansas
– -$420K -4,821 Closed
PCM
657
Parsons Capital Management
Rhode Island
– -$419K -4,815 Closed
ESCM
658
Echo Street Capital Management
New York
– -$412K -4,736 Closed
RG
659
Rathbones Group
United Kingdom
– -$408K -4,692 Closed
CC
660
Chicago Capital
Illinois
– -$395K -4,540 Closed
BCM
661
BlueCrest Capital Management
Jersey
– -$370K -4,250 Closed
Los Angeles Capital Management
662
Los Angeles Capital Management
California
– -$368K -4,223 Closed
CA
663
Cetera Advisors
Colorado
– -$360K -4,133 Closed
BMSSC
664
B. Metzler seel. Sohn & Co
Germany
– -$359K -4,119 Closed
RCM
665
RB Capital Management
Nevada
– -$357K -4,100 Closed
TA
666
Tiedemann Advisors
New York
– -$348K -3,991 Closed
NCM
667
Narwhal Capital Management
Georgia
– -$343K -3,943 Closed
SAM
668
Summit Asset Management
Tennessee
– -$336K -3,855 Closed
KAS
669
Kemnay Advisory Services
New York
– -$329K -3,785 Closed
NB
670
Norinchukin Bank
Japan
– -$319K -3,661 Closed
QTM
671
qPULA Trading Management
New York
– -$318K -3,650 Closed
KPWS
672
Kestra Private Wealth Services
Texas
– -$317K -3,647 Closed
KWM
673
Keebeck Wealth Management
Illinois
– -$307K -3,525 Closed
WP
674
WMS Partners
Maryland
– -$307K -3,524 Closed
GC
675
Grimes & Company
Massachusetts
– -$305K -3,507 Closed
25 26
27
28 29

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.