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OTLY

Oatly Group
OTLY

118 hedge funds and large institutions have $88.5M invested in Oatly Group in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $1.19M

0.29% less ownership

Funds ownership: 0.92% → 0.63% (-0.29%)

6% less funds holding

Funds holding: 126 → 118 (-8)

9% less capital invested

Capital invested by funds: $97.5M → $88.5M (-$8.96M)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
30
Reduced
34
Closed
32
Calls
$2.97M
Puts
$1.19M
Net Calls
+$1.78M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.14M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$2.08M
3
CM
CastleKnight Management
New York
+$1.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$438K
5
GAA
Green Alpha Advisors
Colorado
+$350K

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$26.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$8.06M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$1.1M
4
Bank of America
Bank of America
North Carolina
-$692K
5
PCM
Prentice Capital Management
Connecticut
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
51
Kestra Advisory Services
Texas
$36.1K -$37.6K -2,283 -60%
TRCT
52
Tower Research Capital (TRC)
New York
$32.2K +$22.5K +1,366 New
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$29.8K +$18K +1,090 +630%
Cambridge Investment Research Advisors
54
Cambridge Investment Research Advisors
Iowa
$29K +$4.12K +250 +25%
Stifel Financial
55
Stifel Financial
Missouri
$28.1K +$5.28K +320 +37%
Commonwealth Equity Services
56
Commonwealth Equity Services
Massachusetts
$28K -$660 -40 -3%
IAA
57
Independent Advisor Alliance
North Carolina
$27.8K +$19.4K +1,176 New
Walleye Trading
58
Walleye Trading
New York
$27.5K +$3.25K +197 +20%
First Manhattan
59
First Manhattan
New York
$23.6K – – –
JF
60
Jump Financial
Illinois
$22.7K +$15.8K +961 New
Tudor Investment Corp
61
Tudor Investment Corp
Connecticut
$22.3K – – –
TI
62
Tidal Investments
Wisconsin
$20.4K +$148 +9 +1%
SSA
63
Schonfeld Strategic Advisors
New York
$19.2K -$16 -1 -0.1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$19K -$17.5K -1,060 -57%
RG
65
Rathbones Group
United Kingdom
$18.7K -$132 -8 -1%
AL
66
ADE LLC
Maryland
$17.7K – – –
PFS
67
Prospera Financial Services
Texas
$17.7K – – –
RMCM
68
Reynders McVeigh Capital Management
Massachusetts
$17K -$8.66K -525 -43%
TSS
69
Two Sigma Securities
New York
$16.9K -$16.8K -1,019 -59%
Balyasny Asset Management
70
Balyasny Asset Management
Illinois
$15.2K +$10.6K +642 New
SPIA
71
Steward Partners Investment Advisory
New York
$14.2K – – –
NSAM
72
North Star Asset Management
Wisconsin
$14.2K +$1.15K +70 +13%
Two Sigma Advisers
73
Two Sigma Advisers
New York
$13.9K +$9.73K +590 New
Envestnet Asset Management
74
Envestnet Asset Management
Illinois
$13.1K -$792 -48 -8%
FIM
75
Freedom Investment Management
Connecticut
$12.9K -$1.53K -93 -15%
1 2
3
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OTLY Hedge Fund Activity: Q4 2023 in Review

118 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q4 2023, worth a combined $88.5M — down 9.2% from $97.5M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OTLY and 25 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $26.4M sold.

  • 118 institutional investors held Oatly Group (OTLY) as of Q4 2023, down from 126 in Q3 2023.
  • Funds reported $88.5M of Oatly Group stock for Q4 2023, down 9.2% quarter-over-quarter.
  • 25 funds opened new Oatly Group positions in Q4 2023 and 32 closed out, a net change of -7 holders.
  • The largest Oatly Group buyer in Q4 2023 was Morgan Stanley, an estimated $3.14M added.
  • The largest Oatly Group seller in Q4 2023 was Baillie Gifford & Co, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2023.