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OTLY

Oatly Group
OTLY

106 hedge funds and large institutions have $67.9M invested in Oatly Group in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 32 increasing their positions, 25 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more call options, than puts

Call options by funds: $663K | Put options by funds: $471K

28% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 25

0.02% more ownership

Funds ownership: 0.65% → 0.67% (+0.02%)

5% less funds holding

Funds holding: 111 → 106 (-5)

6% less capital invested

Capital invested by funds: $72.3M → $67.9M (-$4.46M)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
106
Holders Change
-5
Holders Change %
-4.5%
% of All Funds
1.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
32
Reduced
25
Closed
24
Calls
$663K
Puts
$471K
Net Calls
+$192K
Net Calls Change
-$305K

Top Buyers

Rank Fund Capital Flow
1
WP
Woodline Partners
California
+$1.32M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$1.21M
3
SAM
Shikiar Asset Management
New York
+$1.1M
4
PCM
Portolan Capital Management
Massachusetts
+$340K
5
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$337K

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$929K
2
IIA
IPG Investment Advisors
California
-$376K
3
IEFM
IQ EQ Fund Management
Ireland
-$364K
4
TAM
TFG Asset Management
Cayman Islands
-$351K
5
Renaissance Technologies
Renaissance Technologies
New York
-$152K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
76
Westside Investment Management
California
$2.56K – – –
TH
77
TCTC Holdings
Texas
$2.52K – – –
BWP
78
Baldwin Wealth Partners
Massachusetts
$2.48K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$2.13K -$470 -25 -17%
AF
80
Allworth Financial
California
$1.91K – – –
LC
81
Lindbrook Capital
California
$1.71K -$1.8K -96 -49%
PS
82
Principal Securities
Iowa
$1.65K +$376 +20 +26%
AWM
83
Activest Wealth Management
Florida
$1.18K – – –
CIBC Private Wealth Group
84
CIBC Private Wealth Group
Georgia
$1.07K – – –
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$897 – – –
PGAM
86
Princeton Global Asset Management
New Jersey
$854 – – –
SIS
87
Strategic Investment Solutions
Illinois
$854 – – –
GI
88
GAMMA Investing
California
$794 -$4.36K -232 -83%
PCWA
89
Pacific Capital Wealth Advisors
California
$684 – – –
AA
90
Ancora Advisors
Ohio
$555 – – –
DZ Bank
91
DZ Bank
Germany
$427 +$470 +25 New
IHWM
92
Iron Horse Wealth Management
Iowa
$214 – – –
ACA
93
American Capital Advisory
Idaho
$214 +$244 +13 New
GRP
94
Global Retirement Partners
California
$200 – – –
FDCDDQ
95
Federation des caisses Desjardins du Quebec
Quebec, Canada
$171 – – –
RAM
96
Riggs Asset Management
Pennsylvania
$171 – – –
APW
97
Atlantic Private Wealth
North Carolina
$159 – – –
AWM
98
Ameliora Wealth Management
Switzerland
$128 +$150 +8 New
KFI
99
Key Financial Inc
Pennsylvania
$85 – – –
TWC
100
TD Waterhouse Canada
Ontario, Canada
$83 – – –
2 3
4
5 6

OTLY Hedge Fund Activity: Q3 2024 in Review

106 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q3 2024, worth a combined $67.9M — down 6.2% from $72.3M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTLY and 19 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 32 added.

The largest buyer was Woodline Partners, adding an estimated $1.32M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $929K sold.

  • 106 institutional investors held Oatly Group (OTLY) as of Q3 2024, down from 111 in Q2 2024.
  • Funds reported $67.9M of Oatly Group stock for Q3 2024, down 6.2% quarter-over-quarter.
  • 19 funds opened new Oatly Group positions in Q3 2024 and 24 closed out, a net change of -5 holders.
  • The largest Oatly Group buyer in Q3 2024 was Woodline Partners, an estimated $1.32M added.
  • The largest Oatly Group seller in Q3 2024 was Balyasny Asset Management, an estimated $929K sold.

Based on aggregated 13F filings for Q3 2024.