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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
PFG
751
PAX Financial Group
Texas
– -$303K -2,691 Closed
QI
752
Qtron Investments
Massachusetts
– -$300K -2,669 Closed
BA
753
Bellwether Advisors
Nebraska
– -$273K -2,566 -100%
TC
754
Telemus Capital
Michigan
– -$275K -2,524 Closed
DIA
755
Dana Investment Advisors
Wisconsin
– -$282K -2,510 Closed
KIC
756
Kensington Investment Counsel
California
– -$252K -2,240 Closed
SF
757
Symphony Financial
Texas
– -$241K -2,087 Closed
HI
758
HBK Investments
Texas
– -$231K -2,057 Closed
MHS
759
M Holdings Securities
Oregon
– -$227K -2,019 Closed
PCM
760
Pentwater Capital Management
Florida
– -$225K -2,000 Closed
QI
761
QS Investors
New York
– -$225K -2,000 Closed
Verition Fund Management
762
Verition Fund Management
Connecticut
– -$224K -1,991 Closed
RC
763
RegentAtlantic Capital
New Jersey
– -$218K -1,936 Closed
TCM
764
Tuttle Capital Management
Connecticut
– -$208K -1,853 Closed
ACM
765
Advent Capital Management
New York
– -$180K -1,600 Closed
Capstone Investment Advisors
766
Capstone Investment Advisors
New York
– -$135K -1,205 Closed
Acadian Asset Management
767
Acadian Asset Management
Massachusetts
– -$118K -1,048 Closed
JAM
768
JCIC Asset Management
Ontario, Canada
– -$100K -891 Closed
WAP
769
Wealthcare Advisory Partners
Pennsylvania
– -$52K -466 Closed
AIC
770
Ameritas Investment Company
Nebraska
– -$47.1K -419 Closed
DWP
771
Destiny Wealth Partners
Florida
– -$45K -396 Closed
OIA
772
Optimum Investment Advisors
Illinois
– -$34K -300 Closed
AS
773
Altshuler Shaham
Israel
– -$32K -288 Closed
RCM
774
Regency Capital Management
Hawaii
– -$28K -250 Closed
FQ
775
First Quadrant
California
– -$25K -219 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.