Massachusetts Financial Services
OTLY

Massachusetts Financial Services’s Oatly Group OTLY Stock Holding History

Massachusetts Financial Services’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
2025
Q1 		– Sell
-353,607
Closed -$4.69M – 910
2024
Q4 		$4.69M Sell
353,607
-31,479
-8% -$464K ﹤0.01% 700
2024
Q3 		$6.58M Buy
385,086
+17,949
+5% +$337K ﹤0.01% 661
2024
Q2 		$6.9M Buy
367,137
+9,425
+3% +$200K ﹤0.01% 661
2024
Q1 		$8.08M Sell
357,712
-1,707
-0.5% -$38.3K ﹤0.01% 638
2023
Q4 		$8.48M Sell
359,419
-488,742
-58% -$8.06M ﹤0.01% 629
2023
Q3 		$15.2M Buy
848,161
+149,340
+21% +$4.35M 0.01% 597
2023
Q2 		$28.7M Buy
698,821
+222,752
+47% +$9.11M 0.01% 513
2023
Q1 		$23M Buy
476,069
+33,416
+8% +$1.56M 0.01% 542
2022
Q4 		$15.4M Buy
442,653
+40,240
+10% +$1.54M 0.01% 576
2022
Q3 		$21.2M Buy
402,413
+8,872
+2% +$613K 0.01% 554
2022
Q2 		$27.2M Buy
393,541
+73,534
+23% +$5.74M 0.01% 533
2022
Q1 		$32.1M Buy
320,007
+26,477
+9% +$3.49M 0.01% 536
2021
Q4 		$46.7M Sell
293,530
-56,999
-16% -$12.6M 0.01% 503
2021
Q3 		$106M Buy
350,529
+56,807
+19% +$20.6M 0.03% 385
2021
Q2 		$144M Buy
+293,722
New +$146M 0.04% 327

Other funds holding OTLY

Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBI
Raiffeisen Bank International Vienna, Austria $8.53B AUM 46.94% 1-Year Est. Return
TAM
TFG Asset Management Grand Cayman, Cayman Islands $635M AUM 28.07% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SAM
Storebrand Asset Management Lysaker, Norway $40.6B AUM 38.65% 1-Year Est. Return
SAM
Shikiar Asset Management New York $396M AUM 41.06% 1-Year Est. Return
CM
CastleKnight Management New York $7.38B AUM 133.13% 1-Year Est. Return

Massachusetts Financial Services's OTLY Position: Q1 2025 in Review

Massachusetts Financial Services sold out of Oatly Group (OTLY) in Q1 2025, closing a stake of 353,607 shares — an estimated $4.69M sold.

Massachusetts Financial Services first reported a position in OTLY in Q2 2021 and held it in 15 quarters. The position peaked at $144M in Q2 2021. 59 funds tracked by Wall St. Rank hold OTLY as of Q1 2025.

  • Massachusetts Financial Services reported no remaining Oatly Group position as of Q1 2025 after selling out during the quarter.
  • Massachusetts Financial Services sold 353,607 Oatly Group shares in Q1 2025, an estimated $4.69M.
  • Massachusetts Financial Services first reported a position in Oatly Group in Q2 2021 and held it in 15 quarters.
  • Massachusetts Financial Services's Oatly Group position peaked at $144M in Q2 2021.
  • 59 funds tracked by Wall St. Rank held Oatly Group as of Q1 2025.

Based on Massachusetts Financial Services's 13F filing for Q1 2025, filed 2 May 2025.