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OTLY

Oatly Group
OTLY

126 hedge funds and large institutions have $310M invested in Oatly Group in 2023 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 30 increasing their positions, 30 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more capital invested

Capital invested by funds: $216M → $310M (+$93.6M)

23% more call options, than puts

Call options by funds: $4.05M | Put options by funds: $3.29M

0.04% more ownership

Funds ownership: 1.04% → 1.08% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 30

4% less funds holding

Funds holding: 131 → 126 (-5)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

Holders
126
Holders Change
-5
Holders Change %
-3.82%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
21
Increased
30
Reduced
30
Closed
24
Calls
$4.05M
Puts
$3.29M
Net Calls
+$764K
Net Calls Change
-$6.35M

Top Buyers

1
Millennium Management
Millennium Management
New York
+$10.4M
2
TAM
TFG Asset Management
Cayman Islands
+$4.67M
3
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$4.55M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$4.39M
5
BPC
Banque Pictet & Cie
Switzerland
+$4.2M

Top Sellers

1
HIG
Herr Investment Group
Texas
-$10.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$4.21M
3
Deutsche Bank
Deutsche Bank
Germany
-$3.41M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.88M
5
AG
Artal Group
Luxembourg
-$2.61M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
101
Strategic Investment Solutions
Illinois
$2.42K +$2.33K +50 New
IA
102
IFP Advisors
Florida
$2.02K -$173K -3,700 -100%
US Bancorp
103
US Bancorp
Minnesota
$1.69K -$887 -19 -35%
APW
104
Atlantic Private Wealth
North Carolina
$1.54K +$1.5K +32 New
CA
105
Crewe Advisors
Utah
$1.21K – – –
HIA
106
Harbor Investment Advisory
Maryland
$1.21K – – –
QCG
107
Quadrant Capital Group
Ohio
$1.13K +$1.07K +23 New
KTC
108
Kistler-Tiffany Companies
Pennsylvania
$1.02K -$21.7K -464 -96%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$920 +$467 +10 +111%
CBT
110
Central Bank & Trust
Kentucky
$782 -$514 -11 -41%
AWM
111
Activest Wealth Management
Florida
$638 – – –
IHWM
112
Iron Horse Wealth Management
Iowa
$605 – – –
RFA
113
Register Financial Advisors
Georgia
$605 – – –
RAM
114
Riggs Asset Management
Pennsylvania
$484 – – –
SWA
115
SOA Wealth Advisors
New York
$416 – – –
BAM
116
Belpointe Asset Management
Nevada
$303 – – –
TWC
117
TD Waterhouse Canada
Ontario, Canada
$255 – – –
IGWM
118
ICA Group Wealth Management
Colorado
$242 – – –
SIC
119
Salem Investment Counselors
North Carolina
$242 – – –
WAM
120
Worth Asset Management
Texas
$218 – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$203 – – –
NA
122
NewEdge Advisors
Louisiana
$114 -$47 -1 -33%
Commonwealth Equity Services
123
Commonwealth Equity Services
Massachusetts
$74 +$794 +17 +1%
CSS
124
Cubist Systematic Strategies
Connecticut
$19 – – –
JWM
125
Janiczek Wealth Management
Colorado
$10 – – –
2 3 4
5
6

OTLY Hedge Fund Activity: Q1 2023 in Review

126 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q1 2023, worth a combined $310M — up 43% from $216M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of OTLY and 21 opened new positions — a net loss of 3 holders — while 30 trimmed existing stakes and 30 added.

The largest buyer was Millennium Management, adding an estimated $10.4M. The largest seller was Herr Investment Group, exiting entirely with an estimated $10.9M sold.

  • 126 institutional investors held Oatly Group (OTLY) as of Q1 2023, down from 131 in Q4 2022.
  • Funds reported $310M of Oatly Group stock for Q1 2023, up 43% quarter-over-quarter.
  • 21 funds opened new Oatly Group positions in Q1 2023 and 24 closed out, a net change of -3 holders.
  • The largest Oatly Group buyer in Q1 2023 was Millennium Management, an estimated $10.4M added.
  • The largest Oatly Group seller in Q1 2023 was Herr Investment Group, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2023.