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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
GCM
101
Gables Capital Management
Florida
$312K +$296K +11,000 New
Truist Financial
102
Truist Financial
North Carolina
$298K +$283K +10,500 New
CIBC Asset Management
103
CIBC Asset Management
Ontario, Canada
$289K +$274K +10,175 New
DP
104
DSAM Partners
United Kingdom
$263K +$249K +9,243 New
BRWA
105
B. Riley Wealth Advisors
Florida
$253K +$240K +8,900 New
KIG
106
Kessler Investment Group
Indiana
$244K +$232K +8,604 New
BBCM
107
Boardman Bay Capital Management
New York
$227K -$1.66M -61,663 -89%
PCM
108
Pentwater Capital Management
Florida
$227K -$53.9K -2,000 -20%
EGM
109
Engineers Gate Manager
New York
$219K +$207K +7,700 New
OC
110
Oppenheimer & Co
New York
$214K +$203K +7,535 New
RHBC
111
R.H. Bluestein & Co
Michigan
$213K +$202K +7,500 New
TFS
112
Thoroughbred Financial Services
Tennessee
$213K +$202K +7,500 New
HighTower Advisors
113
HighTower Advisors
Illinois
$211K +$199K +7,392 New
Victory Capital Management
114
Victory Capital Management
Texas
$187K +$177K +6,581 New
PW
115
Price Wealth
Texas
$185K +$176K +6,520 New
CI
116
CAZ Investments
Texas
$173K +$26.9K +1,000 +20%
Russell Investments Group
117
Russell Investments Group
United Kingdom
$161K +$153K +5,681 New
LTFS
118
Ladenburg Thalmann Financial Services
Florida
$152K +$135K +5,028 +1,591%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$143K +$136K +5,031 New
APA
120
American Portfolios Advisors
New York
$124K +$71.4K +2,650 +156%
PA
121
PSI Advisors
Florida
$113K +$108K +4,000 New
VFA
122
Valeo Financial Advisors
Indiana
$103K +$97.9K +3,633 New
DI
123
DFPG Investments
Utah
$93K +$80.8K +3,000 New
Citigroup
124
Citigroup
New York
$78K +$50.7K +1,883 +214%
SBL
125
Sargent Bickham Lagudis
Colorado
$71K +$67.4K +2,500 New
3 4
5
6 7

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.