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OTLY

Oatly Group
OTLY

111 hedge funds and large institutions have $72.3M invested in Oatly Group in 2024 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 17 increasing their positions, 41 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $1.15M | Put options by funds: $649K

0.06% more ownership

Funds ownership: 0.59% → 0.65% (+0.06%)

7% less funds holding

Funds holding: 119 → 111 (-8)

9% less capital invested

Capital invested by funds: $79.7M → $72.3M (-$7.35M)

32% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 22

59% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 41

Holders
111
Holders Change
-8
Holders Change %
-6.72%
% of All Funds
1.6%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
17
Reduced
41
Closed
22
Calls
$1.15M
Puts
$649K
Net Calls
+$497K
Net Calls Change
+$217K

Top Buyers

1
PCM
Portolan Capital Management
Massachusetts
+$4.66M
2
WP
Woodline Partners
California
+$1.64M
3
GCP
GSA Capital Partners
United Kingdom
+$1.38M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$1.05M
5
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$887K

Top Sellers

1
LCG
Luxor Capital Group
New York
-$728K
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$474K
3
Millennium Management
Millennium Management
New York
-$406K
4
UBS Group
UBS Group
Switzerland
-$368K
5
BlackRock
BlackRock
New York
-$331K
Name Holding Trade Value Shares
Change 		Change in
Stake
LC
76
Lindbrook Capital
California
$3.68K -$2.91K -137 -41%
PIS
77
POM Investment Strategies
North Carolina
$3.38K – – –
TRCT
78
Tower Research Capital (TRC)
New York
$3.38K -$10.3K -484 -73%
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$2.82K -$319 -15 -9%
WIM
80
Westside Investment Management
California
$2.82K – – –
BWAM
81
Boyd Watterson Asset Management
Ohio
$2.82K +$3.19K +150 New
TH
82
TCTC Holdings
Texas
$2.77K – – –
BWP
83
Baldwin Wealth Partners
Massachusetts
$2.73K – – –
AF
84
Allworth Financial
California
$2.61K – – –
QCG
85
Quadrant Capital Group
Ohio
$1.49K -$16.4K -772 -91%
PS
86
Principal Securities
Iowa
$1.44K -$213 -10 -11%
AWM
87
Activest Wealth Management
Florida
$1.29K – – –
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$1.23K – – –
CLOS
89
Compagnie Lombard Odier SCmA
Switzerland
$1.03K – – –
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.01K – – –
BCV
91
Banque Cantonale Vaudoise
Switzerland
$1K – – –
SIS
92
Strategic Investment Solutions
Illinois
$987 +$1.06K +50 New
National Bank of Canada
93
National Bank of Canada
Quebec, Canada
$965 – – –
PGAM
94
Princeton Global Asset Management
New Jersey
$940 – – –
PCWA
95
Pacific Capital Wealth Advisors
California
$752 – – –
AA
96
Ancora Advisors
Ohio
$611 – – –
SAM
97
Smartleaf Asset Management
Massachusetts
$454 +$510 +24 New
S
98
SignatureFD
Georgia
$321 -$14.7K -692 -98%
CBT
99
Central Bank & Trust
Kentucky
$303 – – –
CA
100
CoreCap Advisors
Michigan
$292 – – –
2 3
4
5 6

OTLY Hedge Fund Activity: Q2 2024 in Review

111 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q2 2024, worth a combined $72.3M — down 9.2% from $79.7M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of OTLY and 15 opened new positions — a net loss of 7 holders — while 41 trimmed existing stakes and 17 added.

The largest buyer was Portolan Capital Management, opening a new position worth an estimated $4.66M. The largest seller was Luxor Capital Group, exiting entirely with an estimated $728K sold.

  • 111 institutional investors held Oatly Group (OTLY) as of Q2 2024, down from 119 in Q1 2024.
  • Funds reported $72.3M of Oatly Group stock for Q2 2024, down 9.2% quarter-over-quarter.
  • 15 funds opened new Oatly Group positions in Q2 2024 and 22 closed out, a net change of -7 holders.
  • The largest Oatly Group buyer in Q2 2024 was Portolan Capital Management, an estimated $4.66M added.
  • The largest Oatly Group seller in Q2 2024 was Luxor Capital Group, an estimated $728K sold.

Based on aggregated 13F filings for Q2 2024.