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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
ADIM
776
Alpha DNA Investment Management
Maryland
– -$23K -216 Closed
Fidelity International
777
Fidelity International
Bermuda
– -$22K -200 Closed
GCM
778
Gables Capital Management
Florida
– -$22K -200 Closed
HI
779
Human Investing
Oregon
– -$16K -138 Closed
PO
780
Private Ocean
California
– -$16K -138 Closed
RFA
781
Reilly Financial Advisors
California
– -$11K -100 Closed
AIC
782
Archer Investment Corporation
Indiana
– -$6.75K -60 Closed
AWM
783
AllSquare Wealth Management
New York
– -$6K -56 Closed
VBCG
784
Valley Brook Capital Group
Pennsylvania
– -$5K -50 Closed
MWP
785
Meridian Wealth Partners
Pennsylvania
– -$5K -46 Closed
ACM
786
Allred Capital Management
Texas
– -$4.61K -41 Closed
RWB
787
RMR Wealth Builders
New Jersey
– -$4K -40 Closed
WCM
788
Wealthcare Capital Management
Virginia
– -$3K -24 Closed
TFM
789
TFC Financial Management
Massachusetts
– -$2K -19 Closed
SWA
790
Sutton Wealth Advisors
Florida
– -$1.91K -17 Closed
SFO
791
Standard Family Office
South Dakota
– -$2K -14 Closed
MF
792
Manchester Financial
California
– -$1K -10 Closed
FMP
793
Financial Management Professionals
Texas
– -$1K -8 Closed
FFG
794
Ford Financial Group
California
– +$639 +6 New
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.