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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
MCCP
701
Mission Creek Capital Partners
California
– -$1.91M -19,286 Closed
EGM
702
Engineers Gate Manager
New York
– -$1.87M -18,805 Closed
SFM
703
Soros Fund Management
New York
– -$1.45M -14,652 Closed
WMSA
704
Weiss Multi-Strategy Advisers
New York
– -$1.41M -14,159 Closed
EI
705
EAM Investors
California
– -$1.38M -13,862 Closed
DACG
706
Donor Advised Charitable Giving
California
– -$1.25M -12,549 Closed
AFA
707
Abacus FCF Advisors
Florida
– -$1.54M -12,517 Closed
DTL
708
Dynamic Technology Lab
Singapore
– -$1.19M -12,010 Closed
LCM
709
Laurion Capital Management
New York
– -$1.17M -11,800 Closed
TAA
710
TB Alternative Assets
Cayman Islands
– -$1.1M -11,100 Closed
PCM
711
Prelude Capital Management
New York
– -$1.32M -10,819 Closed
SDH
712
Sloy Dahl & Holst
Washington
– -$1.06M -8,532 Closed
LWPC
713
Legacy Wealth Partners (California)
California
– -$839K -8,455 Closed
LBD
714
Landsberg Bennett & Dubbaneh
Florida
– -$771K -7,672 Closed
CIP
715
Convergence Investment Partners
Florida
– -$759K -7,646 Closed
AIC
716
Ameritas Investment Company
Nebraska
– -$404K -7,000 Closed
CFA
717
Capstone Financial Advisors
Illinois
– -$623K -6,282 Closed
BC
718
Breakline Capital
New York
– -$603K -6,079 Closed
GP
719
Geneva Partners
Wisconsin
– -$545K -5,495 Closed
Simplex Trading
720
Simplex Trading
Illinois
– -$654K -5,366 Closed
TSS
721
Two Sigma Securities
New York
– -$442K -3,626 Closed
CAIMH
722
Central Asset Investments & Management Holdings
Hong Kong
– -$317K -3,200 Closed
Cerity Partners
723
Cerity Partners
New York
– -$303K -3,051 Closed
PIA
724
Perennial Investment Advisors
California
– -$293K -2,970 Closed
BCI
725
Brinker Capital Investments
Pennsylvania
– -$277K -2,787 Closed
27 28
29
30 31

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.