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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$186M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$76.5M |
| 3 |
MVP
Miller Value Partners
Sarasota,
Florida
|
+$38.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$30M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
-$46.2M |
| 2 |
EC
Eminence Capital
New York
|
-$43.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$43.1M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$38.4M |
| 5 |
SFM
Soros Fund Management
New York
|
-$34.9M |
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.