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OTLY

Oatly Group

126 hedge funds and large institutions have $97.5M invested in Oatly Group in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $659K

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 124126 (+2)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 1.08%0.92% (-0.16%)

63% less capital invested

Capital invested by funds: $262M → $97.5M (-$165M)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
32
Reduced
31
Closed
23
Calls
$1.14M
Puts
$659K
Net Calls
+$480K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
26
Mirae Asset Global Investments
South Korea
$164K +$22K +756 +9%
RP
27
Riverbridge Partners
Minnesota
$154K +$56.8K +1,952 +29%
LIA
28
LSP Investment Advisors
New York
$145K
Geode Capital Management
29
Geode Capital Management
Massachusetts
$135K -$140K -4,802 -39%
Jane Street
30
Jane Street
New York
$102K +$138K +4,752 +546%
TC
31
TwinBeech Capital
New York
$95.5K -$87.1K -2,991 -36%
VanEck Associates
32
VanEck Associates
New York
$94K
SEI Investments
33
SEI Investments
Pennsylvania
$93.4K -$32.6K -1,120 -18%
PLU
34
Performa Ltd (US)
South Carolina
$84.7K +$29K +997 +28%
PFO
35
Pathstone Family Office
New Jersey
$79.3K +$66.6K +2,288 +107%
KAS
36
Kestra Advisory Services
Texas
$68.3K +$111K +3,813 New
Marshall Wace
37
Marshall Wace
United Kingdom
$68.2K -$719K -24,705 -87%
Renaissance Technologies
38
Renaissance Technologies
New York
$59K +$95.1K +3,265 New
Osaic Holdings
39
Osaic Holdings
Arizona
$49.5K +$7.13K +245 +10%
Handelsbanken Fonder
40
Handelsbanken Fonder
Sweden
$47K
JP Morgan Chase
41
JP Morgan Chase
New York
$44.1K -$46.9K -1,610 -40%
PCIA
42
Prime Capital Investment Advisors
Kansas
$42.8K +$69.5K +2,389 New
LPL Financial
43
LPL Financial
California
$33.7K -$2.79K -96 -5%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$33K -$134K -4,595 -71%
VF
45
Virtu Financial
New York
$33K +$53.2K +1,828 New
PL
46
Perpetual Ltd
Australia
$31.8K -$6.46K -222 -11%
Wells Fargo
47
Wells Fargo
California
$31.6K -$12.4K -427 -19%
BS
48
Banco Santander
Spain
$31.3K +$17.3K +594 +52%
TSS
49
Two Sigma Securities
New York
$31.1K +$10.3K +355 +26%
Corient Private Wealth
50
Corient Private Wealth
Florida
$30.1K +$49K +1,682 New

OTLY Hedge Fund Activity: Q3 2023 in Review

126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q3 2023, worth a combined $97.5M — down 63% from $262M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OTLY positions and 23 closed out — a net gain of 4 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $4.35M. The largest seller was Baillie Gifford & Co, cutting an estimated $10.5M.

  • 126 institutional investors held Oatly Group (OTLY) as of Q3 2023, up from 124 in Q2 2023.
  • Funds reported $97.5M of Oatly Group stock for Q3 2023, down 63% quarter-over-quarter.
  • 27 funds opened new Oatly Group positions in Q3 2023 and 23 closed out, a net change of +4 holders.
  • The largest Oatly Group buyer in Q3 2023 was Massachusetts Financial Services, an estimated $4.35M added.
  • The largest Oatly Group seller in Q3 2023 was Baillie Gifford & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2023.