Peloton Interactive
PTON
371 hedge funds and large institutions have $9.84B invested in Peloton Interactive in 2020 Q2 according to their latest regulatory filings, with 161 funds opening new positions, 98 increasing their positions, 78 reducing their positions, and 35 closing their positions.
360% more first-time investments, than exits
New positions opened: 161 | Existing positions closed: 35
213% more capital invested
Capital invested by funds: $3.14B → $9.84B (+$6.7B)
120% more funds holding in top 10
Funds holding in top 10: 10 → 22 (+12)
51% more funds holding
Funds holding: 245 → 371 (+126)
26% more repeat investments, than reductions
Existing positions increased: 98 | Existing positions reduced: 78
0% less call options, than puts
Call options by funds: $655M | Put options by funds: $656M
187.08% less ownership
Funds ownership: 269.6% → 82.53% (-187%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$540M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$463M |
| 3 |
Capital World Investors
Los Angeles,
California
|
+$178M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$164M |
| 5 |
Renaissance Technologies
New York
|
+$141M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$224M |
| 2 |
SFM
Soros Fund Management
New York
|
-$103M |
| 3 |
EC
Eminence Capital
New York
|
-$69.4M |
| 4 |
Franklin Resources
San Mateo,
California
|
-$46.7M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$40.5M |
PTON Hedge Fund Activity: Q2 2020 in Review
371 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q2 2020, worth a combined $9.84B — up 213% from $3.14B a quarter earlier.
Buyers outnumbered sellers: 161 funds opened new PTON positions and 35 closed out — a net gain of 126 holders — while 98 added to existing stakes and 78 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $540M. The largest seller was Wellington Management Group, cutting an estimated $224M.
- 371 institutional investors held Peloton Interactive (PTON) as of Q2 2020, up from 245 in Q1 2020.
- Funds reported $9.84B of Peloton Interactive stock for Q2 2020, up 213% quarter-over-quarter.
- 161 funds opened new Peloton Interactive positions in Q2 2020 and 35 closed out, a net change of +126 holders.
- The largest Peloton Interactive buyer in Q2 2020 was Fidelity Investments, an estimated $540M added.
- The largest Peloton Interactive seller in Q2 2020 was Wellington Management Group, an estimated $224M sold.
Based on aggregated 13F filings for Q2 2020.