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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
Envestnet Asset Management
76
Envestnet Asset Management
Illinois
$10.8K -$202K -6,944 -92%
SPIA
77
Steward Partners Investment Advisory
New York
$10.8K +$2.91K +100 +20%
QC
78
QCM Cayman
Texas
$10.7K +$17.4K +598 New
S
79
SignatureFD
Georgia
$10.6K +$5.85K +201 +51%
NSAM
80
North Star Asset Management
Wisconsin
$9.5K +$15.4K +530 New
Group One Trading
81
Group One Trading
Illinois
$8.88K +$14.4K +496 New
LGF
82
LGT Group Foundation
Liechtenstein
$8.82K
GI
83
Gradient Investments
Minnesota
$6.72K
MA
84
Montag & Associates
Georgia
$6.27K -$1.16K -40 -10%
BLC
85
Brown, Lisle/Cummings
Rhode Island
$6.27K
DZ Bank
86
DZ Bank
Germany
$5.98K -$21.5K -740 -69%
LC
87
Lindbrook Capital
California
$3.99K +$2.48K +85 +62%
QCG
88
Quadrant Capital Group
Ohio
$3.91K -$1.78K -61 -22%
RhumbLine Advisers
89
RhumbLine Advisers
Massachusetts
$3.09K +$2.59K +89 +106%
TH
90
TCTC Holdings
Texas
$2.64K
BWP
91
Baldwin Wealth Partners
Massachusetts
$2.6K
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$2.51K
AAG
93
Armstrong Advisory Group
Massachusetts
$2.09K
AF
94
Allworth Financial
California
$2K -$291 -10 -8%
PA
95
Parallel Advisors
California
$1.98K +$2.56K +88 +383%
Barclays
96
Barclays
United Kingdom
$1.81K
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$1.25K -$1.46K -50 -41%
BCV
98
Banque Cantonale Vaudoise
Switzerland
$1K
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$986
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$931

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.