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Peloton Interactive
PTON

182 hedge funds and large institutions have $2B invested in Peloton Interactive in 2019 Q4 according to their latest regulatory filings, with 104 funds opening new positions, 42 increasing their positions, 19 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 104 | Existing positions closed: 40

121% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 19

54% more funds holding

Funds holding: 118 → 182 (+64)

28% more capital invested

Capital invested by funds: $1.56B → $2B (+$435M)

20% more call options, than puts

Call options by funds: $231M | Put options by funds: $193M

17.64% more ownership

Funds ownership: 143.12% → 160.77% (+18%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
182
Holders Change
+64
Holders Change %
+54.24%
% of All Funds
3.59%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
104
Increased
42
Reduced
19
Closed
40
Calls
$231M
Puts
$193M
Net Calls
+$37.7M
Net Calls Change
+$37.7M

Top Buyers

Rank Fund Capital Flow
1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$186M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$76.5M
3
MVP
Miller Value Partners
Florida
+$38.2M
4
Franklin Resources
Franklin Resources
California
+$30M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$27M

Top Sellers

Rank Fund Capital Flow
1
Jennison Associates
Jennison Associates
New York
-$46.2M
2
EC
Eminence Capital
New York
-$43.6M
3
Norges Bank
Norges Bank
Norway
-$43.1M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$38.4M
5
SFM
Soros Fund Management
New York
-$34.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
PI
76
PEAK6 Investments
Illinois
$931K +$884K +32,798 New
CAM
77
CenterStar Asset Management
Illinois
$927K – – –
DKCM
78
Davidson Kempner Capital Management
New York
$859K -$2.26M -83,711 -73%
ECM
79
Engle Capital Management
Connecticut
$852K – – –
RJA
80
Raymond James & Associates
Florida
$821K +$779K +28,904 New
IMC Chicago
81
IMC Chicago
Illinois
$776K +$736K +27,335 New
BCM
82
Bayesian Capital Management
New York
$767K +$727K +27,000 New
PP
83
Paloma Partners
Connecticut
$717K +$680K +25,252 New
PM
84
Penbrook Management
New York
$695K +$659K +24,465 New
SDWIA
85
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$694K +$8.08K +300 +1%
LCG
86
Lisanti Capital Growth
New York
$662K +$628K +23,299 New
State Street
87
State Street
Massachusetts
$611K +$579K +21,500 New
XWM
88
Xcel Wealth Management
Florida
$606K +$575K +21,350 New
Parallax Volatility Advisers
89
Parallax Volatility Advisers
California
$573K +$543K +20,174 New
PCC
90
Park Circle Company
Maryland
$568K +$539K +20,000 New
WCM
91
Weld Capital Management
New York
$565K +$536K +19,899 New
CM
92
Caption Management
Oklahoma
$511K +$485K +18,000 New
LBD
93
Landsberg Bennett & Dubbaneh
Florida
$509K +$495K +18,385 New
RJFSA
94
Raymond James Financial Services Advisors
Florida
$492K +$466K +17,309 New
JP Morgan Chase
95
JP Morgan Chase
New York
$421K -$977K -36,255 -71%
Commonwealth Equity Services
96
Commonwealth Equity Services
Massachusetts
$368K +$349K +12,963 New
MWNA
97
Marshall Wace North America
New York
$347K -$546K -20,257 -62%
New York State Common Retirement Fund
98
New York State Common Retirement Fund
New York
$336K +$319K +11,825 New
Royal Bank of Canada
99
Royal Bank of Canada
Ontario, Canada
$321K +$266K +9,877 +693%
CS
100
Credit Suisse
Switzerland
$318K +$37.7K +1,400 +14%
2 3
4
5 6

PTON Hedge Fund Activity: Q4 2019 in Review

182 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2019, worth a combined $2B — up 28% from $1.56B a quarter earlier.

Buyers outnumbered sellers: 104 funds opened new PTON positions and 40 closed out — a net gain of 64 holders — while 42 added to existing stakes and 19 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $186M. The largest seller was Jennison Associates, cutting an estimated $46.2M.

  • 182 institutional investors held Peloton Interactive (PTON) as of Q4 2019, up from 118 in Q3 2019.
  • Funds reported $2B of Peloton Interactive stock for Q4 2019, up 28% quarter-over-quarter.
  • 104 funds opened new Peloton Interactive positions in Q4 2019 and 40 closed out, a net change of +64 holders.
  • The largest Peloton Interactive buyer in Q4 2019 was Baillie Gifford & Co, an estimated $186M added.
  • The largest Peloton Interactive seller in Q4 2019 was Jennison Associates, an estimated $46.2M sold.

Based on aggregated 13F filings for Q4 2019.