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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
Creative Planning
101
Creative Planning
Kansas
$898 -$15K -516 -91%
WB
102
Webster Bank
Connecticut
$896 +$1.46K +50 New
AA
103
Ancora Advisors
Ohio
$582 +$961 +33 New
APW
104
Atlantic Private Wealth
North Carolina
$571
CA
105
Crewe Advisors
Utah
$449
CSPIA
106
Cary Street Partners Investment Advisory
Virginia
$448
HIA
107
Harbor Investment Advisory
Maryland
$448
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$340
CBT
109
Central Bank & Trust
Kentucky
$287
AWM
110
Activest Wealth Management
Florida
$239 +$378 +13 New
IHWM
111
Iron Horse Wealth Management
Iowa
$224
RFA
112
Register Financial Advisors
Georgia
$224
RAM
113
Riggs Asset Management
Pennsylvania
$180
SWA
114
SOA Wealth Advisors
New York
$154
KFI
115
Key Financial Inc
Pennsylvania
$90
SIC
116
Salem Investment Counselors
North Carolina
$90
M
117
MOTCO
Texas
$90 +$146 +5 New
TWC
118
TD Waterhouse Canada
Ontario, Canada
$86
Fidelity Investments
119
Fidelity Investments
Massachusetts
$75
NA
120
NewEdge Advisors
Louisiana
$42
HL
121
HeadInvest LLC
Maine
$11 +$29 +1 New
JWM
122
Janiczek Wealth Management
Colorado
$4
CSS
123
Cubist Systematic Strategies
Connecticut
$1 -$14K -480 Closed
Alyeska Investment Group
124
Alyeska Investment Group
Illinois
-$6.1M -148,719 Closed
Balyasny Asset Management
125
Balyasny Asset Management
Illinois
-$5.2M -126,845 Closed

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.