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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
State of New Jersey Common Pension Fund D
126
State of New Jersey Common Pension Fund D
New Jersey
$18.6M +$517K +4,856 +3%
LFDLE
127
La Financiere de L'Echiquier
France
$18.3M -$2.15M -20,167 -12%
SPPAM
128
Summit Partners Public Asset Management
Massachusetts
$18.2M -$2.19M -20,577 -12%
SAM
129
Silvercrest Asset Management
New York
$16.6M +$12.6M +117,932 +729%
S
130
SignatureFD
Georgia
$16.5M +$2.01M +18,882 +17%
CM
131
Caption Management
Oklahoma
$16.1M +$13.8M +130,000 New
Canada Life
132
Canada Life
Manitoba, Canada
$14.9M +$1.13M +10,641 +10%
Victory Capital Management
133
Victory Capital Management
Texas
$14.8M -$5.95M -55,892 -32%
SOMRS
134
State of Michigan Retirement System
Michigan
$14.4M – – –
STA
135
Summit Trail Advisors
New York
$13.5M +$250K +2,349 +2%
HT
136
HAP Trading
New York
$13.3M +$7.67M +72,038 +206%
Asset Management One
137
Asset Management One
Japan
$13.1M -$502K -4,714 -4%
ETCM
138
Evolutionary Tree Capital Management
Virginia
$13M +$2.51M +23,617 +29%
Mitsubishi UFJ Asset Management
139
Mitsubishi UFJ Asset Management
Japan
$12.9M +$1.17M +10,962 +12%
RJA
140
Raymond James & Associates
Florida
$12.8M -$9.27M -87,087 -46%
HCS
141
Himension Capital (Singapore)
Singapore
$12.5M -$29.9M -280,508 -74%
DKCM
142
Davidson Kempner Capital Management
New York
$12.4M +$10.6M +100,000 New
SAM
143
Storebrand Asset Management
Norway
$12.4M -$480K -4,514 -4%
JMPWA
144
JP Morgan Private Wealth Advisors
California
$12.4M +$8.17M +76,762 +336%
Swedbank
145
Swedbank
Sweden
$12.1M -$314K -2,949 -3%
MNBTD
146
Moody National Bank Trust Division
Texas
$11.9M -$5.8M -54,447 -36%
Royal London Asset Management
147
Royal London Asset Management
United Kingdom
$11.9M +$52.9K +497 +0.5%
GH
148
GAM Holding
Switzerland
$11.8M +$2.9M +27,232 +40%
6C
149
6elm Capital
New York
$11.8M +$10.1M +94,900 New
Ameriprise
150
Ameriprise
Minnesota
$11.6M -$1.33M -12,489 -12%
4 5
6
7 8

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.