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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
DF
726
Donoghue Forlines
Massachusetts
– -$838K -7,457 Closed
WFO
727
Wealthgate Family Office
Colorado
– -$809K -7,197 Closed
OIA
728
OneDigital Investment Advisors
Kansas
– -$786K -6,994 Closed
SP
729
Symmetry Partners
Connecticut
– -$754K -6,706 Closed
GWM
730
Greenhouse Wealth Management
Connecticut
– -$722K -6,418 Closed
GCM
731
Graham Capital Management
Connecticut
– -$713K -6,350 Closed
LCH
732
Lee Capital Holdings
New York
– -$675K -6,000 Closed
YIH
733
Y-Intercept (HK)
Hong Kong
– -$546K -5,091 Closed
IAIM
734
International Assets Investment Management
Florida
– -$639K -4,892 Closed
WWM
735
Western Wealth Management
Colorado
– -$525K -4,665 Closed
ACM
736
AlphaCrest Capital Management
New York
– -$517K -4,600 Closed
DIM
737
DC Investments Management
Virginia
– -$506K -4,504 Closed
Tudor Investment Corp
738
Tudor Investment Corp
Connecticut
– -$477K -4,239 Closed
AMC
739
Asset Management Corp
Illinois
– -$469 -4,171 Closed
LC
740
Lavaca Capital
Texas
– -$436K -4,100 Closed
OIM
741
Oder Investment Management
California
– -$458K -4,074 Closed
WANY
742
Wealthspire Advisors (New York)
New York
– -$457K -4,062 Closed
SWP
743
Stratos Wealth Partners
Ohio
– -$442K -3,928 Closed
AFA
744
Abacus FCF Advisors
Florida
– -$361K -3,400 Closed
SCA
745
Sassicaia Capital Advisers
New York
– -$382K -3,400 Closed
SWP
746
Strategic Wealth Partners
Ohio
– -$371K -3,301 Closed
Wellington Management Group
747
Wellington Management Group
Massachusetts
– -$339K -3,010 Closed
WJWM
748
Williams Jones Wealth Management
New York
– -$321K -2,854 Closed
SFS
749
Sowell Financial Services
Arkansas
– -$238K -2,835 Closed
GVAG
750
Great Valley Advisor Group
Delaware
– -$315K -2,799 Closed
28 29
30
31 32

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.