Peloton Interactive
PTON
245 hedge funds and large institutions have $3.14B invested in Peloton Interactive in 2020 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 86 increasing their positions, 19 reducing their positions, and 43 closing their positions.
353% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 19
151% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 43
150% more funds holding in top 10
Funds holding in top 10: 4 → 10 (+6)
108.84% more ownership
Funds ownership: 160.77% → 269.6% (+109%)
57% more capital invested
Capital invested by funds: $2B → $3.14B (+$1.15B)
35% more funds holding
Funds holding: 182 → 245 (+63)
17% less call options, than puts
Call options by funds: $128M | Put options by funds: $154M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$185M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$120M |
| 3 |
Tiger Global Management
New York
|
+$116M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$104M |
| 5 |
Coatue Management
New York
|
+$84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$55.2M |
| 2 |
Winslow Capital Management
Minneapolis,
Minnesota
|
-$37.6M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$25.7M |
| 4 |
APC
Alta Park Capital
San Francisco,
California
|
-$24.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$23.5M |
PTON Hedge Fund Activity: Q1 2020 in Review
245 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2020, worth a combined $3.14B — up 57% from $2B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new PTON positions and 43 closed out — a net gain of 65 holders — while 86 added to existing stakes and 19 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $185M. The largest seller was Jennison Associates, exiting entirely with an estimated $55.2M sold.
- 245 institutional investors held Peloton Interactive (PTON) as of Q1 2020, up from 182 in Q4 2019.
- Funds reported $3.14B of Peloton Interactive stock for Q1 2020, up 57% quarter-over-quarter.
- 108 funds opened new Peloton Interactive positions in Q1 2020 and 43 closed out, a net change of +65 holders.
- The largest Peloton Interactive buyer in Q1 2020 was Capital Research Global Investors, an estimated $185M added.
- The largest Peloton Interactive seller in Q1 2020 was Jennison Associates, an estimated $55.2M sold.
Based on aggregated 13F filings for Q1 2020.