Peloton Interactive
PTON
575 hedge funds and large institutions have $9.31B invested in Peloton Interactive in 2021 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 225 increasing their positions, 150 reducing their positions, and 191 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 150
2.23% more ownership
Funds ownership: 85.09% → 87.32% (+2.2%)
1% less call options, than puts
Call options by funds: $1.06B | Put options by funds: $1.07B
10% less funds holding
Funds holding: 641 → 575 (-66)
26% less funds holding in top 10
Funds holding in top 10: 23 → 17 (-6)
31% less first-time investments, than exits
New positions opened: 131 | Existing positions closed: 191
54% less capital invested
Capital invested by funds: $20.1B → $9.31B (-$10.8B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$804M |
| 2 |
Morgan Stanley
New York
|
+$445M |
| 3 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$332M |
| 4 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$209M |
| 5 |
Bank of New York Mellon
New York
|
+$199M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCP
D1 Capital Partners
New York
|
-$599M |
| 2 |
ACM
Altimeter Capital Management
Boston,
Massachusetts
|
-$492M |
| 3 |
Nuveen
Charlotte,
North Carolina
|
-$233M |
| 4 |
Coatue Management
New York
|
-$230M |
| 5 |
Loomis, Sayles & Company
Boston,
Massachusetts
|
-$209M |
PTON Hedge Fund Activity: Q4 2021 in Review
575 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Peloton Interactive (PTON) for Q4 2021, worth a combined $9.31B — down 54% from $20.1B a quarter earlier.
Sellers outnumbered buyers: 191 funds closed out of PTON and 131 opened new positions — a net loss of 60 holders — while 150 trimmed existing stakes and 225 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $804M. The largest seller was D1 Capital Partners, exiting entirely with an estimated $599M sold.
- 575 institutional investors held Peloton Interactive (PTON) as of Q4 2021, down from 641 in Q3 2021.
- Funds reported $9.31B of Peloton Interactive stock for Q4 2021, down 54% quarter-over-quarter.
- 131 funds opened new Peloton Interactive positions in Q4 2021 and 191 closed out, a net change of -60 holders.
- The largest Peloton Interactive buyer in Q4 2021 was T. Rowe Price Associates, an estimated $804M added.
- The largest Peloton Interactive seller in Q4 2021 was D1 Capital Partners, an estimated $599M sold.
Based on aggregated 13F filings for Q4 2021.