Capstone Investment Advisors
OTLY

Capstone Investment Advisors’s Oatly Group OTLY Stock Holding History

Capstone Investment Advisors’s Portfolio OTLY Stock Details OTLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,500
Closed -$1.71M – 2055
2021
Q2 		$1.71M Buy
+3,500
New +$1.74M ﹤0.01% 1085

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Capstone Investment Advisors's OTLY Position: Q3 2021 in Review

Capstone Investment Advisors sold out of Oatly Group (OTLY) in Q3 2021, closing a stake of 3,500 shares — an estimated $1.71M sold.

Capstone Investment Advisors first reported a position in OTLY in Q2 2021 and held it in 1 quarter. The position peaked at $1.71M in Q2 2021. 142 funds tracked by Wall St. Rank hold OTLY as of Q3 2021.

  • Capstone Investment Advisors reported no remaining Oatly Group position as of Q3 2021 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,500 Oatly Group shares in Q3 2021, an estimated $1.71M.
  • Capstone Investment Advisors first reported a position in Oatly Group in Q2 2021 and held it in 1 quarter.
  • Capstone Investment Advisors's Oatly Group position peaked at $1.71M in Q2 2021.
  • 142 funds tracked by Wall St. Rank held Oatly Group as of Q3 2021.

Based on Capstone Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.