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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
Zurich Cantonal Bank
51
Zurich Cantonal Bank
Switzerland
$29.4K -$74.9K -2,572 -61%
HF
52
HRT Financial
New York
$27K +$44.8K +1,539 New
RJFSA
53
Raymond James Financial Services Advisors
Florida
$26.9K +$20.7K +711 +90%
PCM
54
Penserra Capital Management
California
$26K +$15.3K +526 +57%
SG Americas Securities
55
SG Americas Securities
New York
$24K +$39.2K +1,346 New
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$22K -$13.9K -478 -28%
RMCM
57
Reynders McVeigh Capital Management
Massachusetts
$22K -$5.27K -181 -13%
D.E. Shaw & Co
58
D.E. Shaw & Co
New York
$19.1K -$8.21K -282 -21%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$18K -$11.7K -402 -29%
First Manhattan
60
First Manhattan
New York
$17.9K
Walleye Trading
61
Walleye Trading
New York
$17.4K +$28.2K +970 New
ECM
62
Evergreen Capital Management
Washington
$17.2K +$27.9K +959 New
EGM
63
Engineers Gate Manager
New York
$17K -$15.6K -535 -36%
Tudor Investment Corp
64
Tudor Investment Corp
Connecticut
$16.9K +$27.5K +944 New
Stifel Financial
65
Stifel Financial
Missouri
$15.6K -$16.7K -575 -40%
TI
66
Tidal Investments
Wisconsin
$15.3K +$8.01K +275 +47%
SSA
67
Schonfeld Strategic Advisors
New York
$14.6K +$699 +24 +3%
RG
68
Rathbones Group
United Kingdom
$14.3K +$23.3K +800 New
William Blair & Company
69
William Blair & Company
Illinois
$13.5K -$378 -13 -2%
AL
70
ADE LLC
Maryland
$13.4K
PFS
71
Prospera Financial Services
Texas
$13.4K
Simplex Trading
72
Simplex Trading
Illinois
$13K +$22.5K +774 New
IWC
73
Integrated Wealth Concepts
Massachusetts
$11.6K +$2.91K +100 +18%
FIM
74
Freedom Investment Management
Connecticut
$11.5K +$18.6K +640 New
Citigroup
75
Citigroup
New York
$10.9K +$233 +8 +1%

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.