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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
ZDA
151
Zweig-DiMenna Associates
New York
$11.6M +$517K +4,860 +5%
ANI
152
American National Insurance
Texas
$11.3M -$5.53M -51,911 -36%
E
153
Ergoteles
New York
$11.2M +$9.63M +90,436 New
SEI Investments
154
SEI Investments
Pennsylvania
$11M -$5.36M -50,358 -36%
Stifel Financial
155
Stifel Financial
Missouri
$10.8M -$2.89M -27,196 -24%
SG Americas Securities
156
SG Americas Securities
New York
$10.7M +$2.96M +27,775 +48%
PI
157
Putnam Investments
Massachusetts
$10.6M +$9.09M +85,400 New
HighTower Advisors
158
HighTower Advisors
Illinois
$10.6M +$146K +1,368 +2%
Aviva
159
Aviva
United Kingdom
$10.4M -$9.26K -87 -0.1%
AF
160
Affiance Financial
Minnesota
$10.3M – – –
Mackenzie Financial
161
Mackenzie Financial
Ontario, Canada
$10.3M +$4.27M +40,076 +93%
HSBC Holdings
162
HSBC Holdings
United Kingdom
$10.3M +$2.38M +22,373 +37%
EVM
163
Eaton Vance Management
Massachusetts
$10.1M -$9.79K -92 -0.1%
NC
164
NZS Capital
Colorado
$9.68M +$8.31M +78,087 New
FAF
165
Fjarde Ap-fonden
Sweden
$9.5M -$436K -4,100 -5%
ASRS
166
Arizona State Retirement System
Arizona
$8.7M +$188K +1,767 +3%
WHG
167
Westwood Holdings Group
Texas
$8.59M +$6.61M +62,125 +873%
Toronto Dominion Bank
168
Toronto Dominion Bank
Ontario, Canada
$8.3M -$51.3K -482 -0.7%
Los Angeles Capital Management
169
Los Angeles Capital Management
California
$8.01M -$3.23M -30,390 -32%
GC
170
Guggenheim Capital
Illinois
$7.76M +$606K +5,693 +10%
Aberdeen Group
171
Aberdeen Group
United Kingdom
$7.65M -$798K -7,498 -11%
RIL
172
Rothschild Investment LLC
Illinois
$7.2M -$60.7K -570 -1%
CG
173
Cutler Group
California
$7.13M +$5.78M +54,330 +1,705%
CTC (Chicago Trading Company)
174
CTC (Chicago Trading Company)
Illinois
$7.09M -$2.29M -21,470 -27%
ACI
175
AMP Capital Investors
Australia
$6.81M -$3.14M -29,499 -35%
5 6
7
8 9

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.