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Peloton Interactive

684 hedge funds and large institutions have $23.4B invested in Peloton Interactive in 2021 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 288 increasing their positions, 190 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 190

2% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 131

0.51% less ownership

Funds ownership: 79.46%78.95% (-0.51%)

1% less funds holding

Funds holding: 688684 (-4)

7% less call options, than puts

Call options by funds: $2B | Put options by funds: $2.16B

24% less capital invested

Capital invested by funds: $30.9B → $23.4B (-$7.5B)

28% less funds holding in top 10

Funds holding in top 10: 3626 (-10)

Holders
684
Holders Change
-4
Holders Change %
-0.58%
% of All Funds
12.01%
Holding in Top 10
26
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-27.78%
% of All Funds
0.46%
New
133
Increased
288
Reduced
190
Closed
131
Calls
$2B
Puts
$2.16B
Net Calls
-$158M
Net Calls Change
-$48M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.48B +$94.2M +710,128 +3%
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$1.82B +$22M +165,569 +1%
BlackRock
3
BlackRock
New York
$1.71B +$236M +1,781,972 +13%
Jennison Associates
4
Jennison Associates
New York
$1.3B -$97.5M -734,725 -6%
Capital Research Global Investors
5
Capital Research Global Investors
California
$1.25B -$63.8M -480,561 -4%
Capital World Investors
6
Capital World Investors
California
$1.02B +$99.6M +750,817 +9%
Tiger Global Management
7
Tiger Global Management
New York
$884M +$1.86K +14 +0%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$696M -$116M -875,137 -12%
State Street
9
State Street
Massachusetts
$545M +$71.6M +539,923 +13%
WRCM
10
Whale Rock Capital Management
Massachusetts
$387M -$115M -868,161 -20%
GGHC
11
Gilder Gagnon Howe & Co
New York
$381M -$15.7M -118,001 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$366M +$48.9M +368,742 +13%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$330M +$25.1M +189,081 +7%
N
14
Nuveen
North Carolina
$309M +$61.9M +466,425 +20%
Morgan Stanley
15
Morgan Stanley
New York
$267M +$39.8M +300,048 +14%
Renaissance Technologies
16
Renaissance Technologies
New York
$252M -$109M -822,927 -27%
Norges Bank
17
Norges Bank
Norway
$252M +$23.4M +176,638 +9%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$235M +$71.5M +538,845 +35%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$234M +$81.8M +616,920 +42%
DCP
20
D1 Capital Partners
New York
$230M +$271M +2,044,000 New
Goldman Sachs
21
Goldman Sachs
New York
$226M +$143M +1,075,274 +115%
WCM
22
Woodson Capital Management
Connecticut
$209M +$50.7M +382,416 +26%
UBS Group
23
UBS Group
Switzerland
$203M +$91.8M +691,831 +62%
Artisan Partners
24
Artisan Partners
Wisconsin
$202M -$55.5M -418,240 -19%
TCMI
25
Technology Crossover Management IX
California
$194M

PTON Hedge Fund Activity: Q1 2021 in Review

684 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q1 2021, worth a combined $23.4B — down 24% from $30.9B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new PTON positions and 131 closed out — a net gain of 2 holders — while 288 added to existing stakes and 190 trimmed.

The largest buyer was D1 Capital Partners, opening a new position worth an estimated $271M. The largest seller was Coatue Management, cutting an estimated $470M.

  • 684 institutional investors held Peloton Interactive (PTON) as of Q1 2021, down from 688 in Q4 2020.
  • Funds reported $23.4B of Peloton Interactive stock for Q1 2021, down 24% quarter-over-quarter.
  • 133 funds opened new Peloton Interactive positions in Q1 2021 and 131 closed out, a net change of +2 holders.
  • The largest Peloton Interactive buyer in Q1 2021 was D1 Capital Partners, an estimated $271M added.
  • The largest Peloton Interactive seller in Q1 2021 was Coatue Management, an estimated $470M sold.

Based on aggregated 13F filings for Q1 2021.