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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
SWA
676
Sutton Wealth Advisors
Florida
$1.52K +$1.22K +10 New
TPCW
677
TD Private Client Wealth
New York
$1.36K +$609 +5 +125%
Walleye Capital
678
Walleye Capital
New York
$1.14K +$917K +7,526 New
HR
679
Howe & Rusling
New York
$1K – – –
RAM
680
Riggs Asset Management
Pennsylvania
$1K +$731 +6 New
RA
681
Resolute Advisors
California
$1K +$853 +7 New
CCC
682
Crescent Capital Consulting
Louisiana
$1K +$974 +8 New
FF
683
FourThought Financial
Florida
$1K +$1.58K +13 New
MVP
684
Miller Value Partners
Florida
– -$31.6M -318,006 Closed
MSE
685
MUFG Securities EMEA
United Kingdom
– -$16.5M -165,810 Closed
LCM
686
Landscape Capital Management
New Jersey
– -$13.1M -131,637 Closed
Hudson Bay Capital Management
687
Hudson Bay Capital Management
Connecticut
– -$12.2M -123,010 Closed
CCMT
688
CMT Capital Markets Trading
Germany
– -$14.4M -118,089 Closed
MCM
689
Moore Capital Management
New York
– -$10.3M -103,555 Closed
HI
690
HBK Investments
Texas
– -$9.92M -100,000 Closed
PI
691
Putnam Investments
Massachusetts
– -$6.67M -67,197 Closed
PGM
692
Parian Global Management
New York
– -$5.49M -55,347 Closed
VF
693
Virtu Financial
New York
– -$5.47M -55,086 Closed
AGM
694
Alpine Global Management
New York
– -$4.32M -43,566 Closed
LCG
695
Lisanti Capital Growth
New York
– -$3.75M -37,790 Closed
Tudor Investment Corp
696
Tudor Investment Corp
Connecticut
– -$3.48M -35,018 Closed
TI
697
Trexquant Investment
Connecticut
– -$2.71M -27,349 Closed
ERSOT
698
Employees Retirement System of Texas
Texas
– -$2.38M -24,000 Closed
Man Group
699
Man Group
United Kingdom
– -$2.3M -23,189 Closed
MIAN
700
Mariner Independent Advisor Network
Kansas
– -$2.06M -20,755 Closed
26 27
28
29 30

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.