Peloton Interactive
PTON
641 hedge funds and large institutions have $20.1B invested in Peloton Interactive in 2021 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 206 reducing their positions, and 120 closing their positions.
4.01% more ownership
Funds ownership: 81.08% → 85.09% (+4%)
7% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 206
6% less funds holding
Funds holding: 679 → 641 (-38)
16% less call options, than puts
Call options by funds: $1.98B | Put options by funds: $2.35B
25% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 120
26% less capital invested
Capital invested by funds: $27B → $20.1B (-$6.91B)
34% less funds holding in top 10
Funds holding in top 10: 35 → 23 (-12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$877M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
+$659M |
| 3 |
Alkeon Capital Management
New York
|
+$359M |
| 4 |
DCP
D1 Capital Partners
New York
|
+$323M |
| 5 |
Parallax Volatility Advisers
San Francisco,
California
|
+$179M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$412M |
| 2 |
TCM
Tybourne Capital Management
Hong Kong
|
-$293M |
| 3 |
Tiger Global Management
New York
|
-$180M |
| 4 |
Renaissance Technologies
New York
|
-$139M |
| 5 |
JP Morgan Chase
New York
|
-$115M |
PTON Hedge Fund Activity: Q3 2021 in Review
641 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q3 2021, worth a combined $20.1B — down 26% from $27B a quarter earlier.
Sellers outnumbered buyers: 120 funds closed out of PTON and 90 opened new positions — a net loss of 30 holders — while 206 trimmed existing stakes and 220 added.
The largest buyer was Baillie Gifford & Co, adding an estimated $877M. The largest seller was Capital Research Global Investors, cutting an estimated $412M.
- 641 institutional investors held Peloton Interactive (PTON) as of Q3 2021, down from 679 in Q2 2021.
- Funds reported $20.1B of Peloton Interactive stock for Q3 2021, down 26% quarter-over-quarter.
- 90 funds opened new Peloton Interactive positions in Q3 2021 and 120 closed out, a net change of -30 holders.
- The largest Peloton Interactive buyer in Q3 2021 was Baillie Gifford & Co, an estimated $877M added.
- The largest Peloton Interactive seller in Q3 2021 was Capital Research Global Investors, an estimated $412M sold.
Based on aggregated 13F filings for Q3 2021.