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OTLY

Oatly Group
OTLY

107 hedge funds and large institutions have $53.6M invested in Oatly Group in 2024 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 30 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more call options, than puts

Call options by funds: $499K | Put options by funds: $365K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

1% more funds holding

Funds holding: 106 → 107 (+1)

0.01% more ownership

Funds ownership: 0.67% → 0.68% (+0.01%)

21% less capital invested

Capital invested by funds: $67.9M → $53.6M (-$14.3M)

23% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 30

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
1.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
23
Reduced
30
Closed
20
Calls
$499K
Puts
$365K
Net Calls
+$134K
Net Calls Change
-$58K

Top Buyers

Rank Fund Capital Flow
1
PCM
Portolan Capital Management
Massachusetts
+$2.34M
2
UBS Group
UBS Group
Switzerland
+$1.55M
3
IECM
Intrinsic Edge Capital Management
Illinois
+$1.4M
4
Marshall Wace
Marshall Wace
United Kingdom
+$1.01M
5
GCP
GSA Capital Partners
United Kingdom
+$359K

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Asset Management
BNP Paribas Asset Management
France
-$5.5M
2
WP
Woodline Partners
California
-$1.36M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$464K
4
CM
CastleKnight Management
New York
-$284K
5
Walleye Capital
Walleye Capital
New York
-$97.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$1.52K – – –
PNC Financial Services Group
77
PNC Financial Services Group
Pennsylvania
$1.49K -$192 -13 -10%
LC
78
Lindbrook Capital
California
$1.33K – – –
PS
79
Principal Securities
Iowa
$1.28K – – –
SIS
80
Strategic Investment Solutions
Illinois
$1.18K – – –
AWM
81
Activest Wealth Management
Florida
$912 – – –
CIBC Private Wealth Group
82
CIBC Private Wealth Group
Georgia
$851 – – –
Jones Financial Companies
83
Jones Financial Companies
Missouri
$712 +$796 +54 New
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$696 – – –
PGAM
85
Princeton Global Asset Management
New Jersey
$663 – – –
GSWM
86
Golden State Wealth Management
California
$663 +$737 +50 New
MCM
87
MAI Capital Management
Ohio
$663 +$737 +50 New
PCWA
88
Pacific Capital Wealth Advisors
California
$530 – – –
AA
89
Ancora Advisors
Ohio
$431 – – –
MDA
90
Minot DeBlois Advisors
Massachusetts
$431 +$486 +33 New
DZ Bank
91
DZ Bank
Germany
$331 – – –
YDMI
92
Y.D. More Investments
Israel
$331 +$368 +25 New
ACA
93
American Capital Advisory
Idaho
$166 – – –
IHWM
94
Iron Horse Wealth Management
Iowa
$166 – – –
GRP
95
Global Retirement Partners
California
$155 – – –
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$133 – – –
RAM
97
Riggs Asset Management
Pennsylvania
$127 – – –
AWM
98
Ameliora Wealth Management
Switzerland
$99 – – –
Corient Private Wealth
99
Corient Private Wealth
Florida
$76 -$457 -31 -2%
TWC
100
TD Waterhouse Canada
Ontario, Canada
$67 – – –
2 3
4
5 6

OTLY Hedge Fund Activity: Q4 2024 in Review

107 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q4 2024, worth a combined $53.6M — down 21% from $67.9M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTLY positions and 20 closed out — a net gain of 1 holder — while 23 added to existing stakes and 30 trimmed.

The largest buyer was Portolan Capital Management, adding an estimated $2.34M. The largest seller was BNP Paribas Asset Management, cutting an estimated $5.5M.

  • 107 institutional investors held Oatly Group (OTLY) as of Q4 2024, up from 106 in Q3 2024.
  • Funds reported $53.6M of Oatly Group stock for Q4 2024, down 21% quarter-over-quarter.
  • 21 funds opened new Oatly Group positions in Q4 2024 and 20 closed out, a net change of +1 holder.
  • The largest Oatly Group buyer in Q4 2024 was Portolan Capital Management, an estimated $2.34M added.
  • The largest Oatly Group seller in Q4 2024 was BNP Paribas Asset Management, an estimated $5.5M sold.

Based on aggregated 13F filings for Q4 2024.