Peloton Interactive
PTON
689 hedge funds and large institutions have $30.8B invested in Peloton Interactive in 2020 Q4 according to their latest regulatory filings, with 228 funds opening new positions, 228 increasing their positions, 177 reducing their positions, and 68 closing their positions.
235% more first-time investments, than exits
New positions opened: 228 | Existing positions closed: 68
72% more capital invested
Capital invested by funds: $17.9B → $30.8B (+$12.9B)
29% more funds holding
Funds holding: 534 → 689 (+155)
29% more repeat investments, than reductions
Existing positions increased: 228 | Existing positions reduced: 177
9% more funds holding in top 10
Funds holding in top 10: 33 → 36 (+3)
4.16% more ownership
Funds ownership: 75.27% → 79.43% (+4.2%)
4% less call options, than puts
Call options by funds: $2.87B | Put options by funds: $2.99B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$609M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$522M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$387M |
| 4 |
Renaissance Technologies
New York
|
+$373M |
| 5 |
Capital World Investors
Los Angeles,
California
|
+$258M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
-$358M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$349M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$302M |
| 4 |
WCM
Woodson Capital Management
Greenwich,
Connecticut
|
-$171M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$164M |
PTON Hedge Fund Activity: Q4 2020 in Review
689 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2020, worth a combined $30.8B — up 72% from $17.9B a quarter earlier.
Buyers outnumbered sellers: 228 funds opened new PTON positions and 68 closed out — a net gain of 160 holders — while 228 added to existing stakes and 177 trimmed.
The largest buyer was BlackRock, adding an estimated $609M. The largest seller was Fidelity International, cutting an estimated $358M.
- 689 institutional investors held Peloton Interactive (PTON) as of Q4 2020, up from 534 in Q3 2020.
- Funds reported $30.8B of Peloton Interactive stock for Q4 2020, up 72% quarter-over-quarter.
- 228 funds opened new Peloton Interactive positions in Q4 2020 and 68 closed out, a net change of +160 holders.
- The largest Peloton Interactive buyer in Q4 2020 was BlackRock, an estimated $609M added.
- The largest Peloton Interactive seller in Q4 2020 was Fidelity International, an estimated $358M sold.
Based on aggregated 13F filings for Q4 2020.