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OTLY

Oatly Group
OTLY

118 hedge funds and large institutions have $88.5M invested in Oatly Group in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 30 increasing their positions, 34 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $2.97M | Put options by funds: $1.19M

0.29% less ownership

Funds ownership: 0.92% → 0.63% (-0.29%)

6% less funds holding

Funds holding: 126 → 118 (-8)

9% less capital invested

Capital invested by funds: $97.5M → $88.5M (-$8.96M)

12% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 34

22% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 32

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
118
Holders Change
-8
Holders Change %
-6.35%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
25
Increased
30
Reduced
34
Closed
32
Calls
$2.97M
Puts
$1.19M
Net Calls
+$1.78M
Net Calls Change
+$1.3M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$3.14M
2
BNP Paribas Asset Management
BNP Paribas Asset Management
France
+$2.08M
3
CM
CastleKnight Management
New York
+$1.02M
4
Renaissance Technologies
Renaissance Technologies
New York
+$438K
5
GAA
Green Alpha Advisors
Colorado
+$350K

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$26.4M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$8.06M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$1.1M
4
Bank of America
Bank of America
North Carolina
-$692K
5
PCM
Prentice Capital Management
Connecticut
-$589K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCWA
101
Pacific Capital Wealth Advisors
California
$944 +$660 +40 New
AA
102
Ancora Advisors
Ohio
$767 – – –
PA
103
Parallel Advisors
California
$628 -$1.39K -84 -76%
GI
104
GAMMA Investing
California
$450 +$330 +20 New
CBT
105
Central Bank & Trust
Kentucky
$378 – – –
IHWM
106
Iron Horse Wealth Management
Iowa
$295 – – –
GRP
107
Global Retirement Partners
California
$248 +$198 +12 New
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$236 -$148 -9 -47%
RAM
109
Riggs Asset Management
Pennsylvania
$236 – – –
APW
110
Atlantic Private Wealth
North Carolina
$221 -$379 -23 -72%
KFI
111
Key Financial Inc
Pennsylvania
$118 – – –
M
112
MOTCO
Texas
$118 – – –
TWC
113
TD Waterhouse Canada
Ontario, Canada
$118 – – –
IGWM
114
ICA Group Wealth Management
Colorado
$118 +$82 +5 New
NA
115
NewEdge Advisors
Louisiana
$55 – – –
JWM
116
Janiczek Wealth Management
Colorado
$5 – – –
HWA
117
Heritage Wealth Advisors
Virginia
$1 – – –
Baillie Gifford & Co
118
Baillie Gifford & Co
United Kingdom
– -$26.4M -1,471,868 Closed
Point72 Asset Management
119
Point72 Asset Management
Connecticut
– -$1.1M -61,625 Closed
Vontobel Holding
120
Vontobel Holding
Switzerland
– -$560K -31,236 Closed
AIMCA
121
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$206K -11,511 Closed
RP
122
Riverbridge Partners
Minnesota
– -$154K -8,579 Closed
TC
123
TwinBeech Capital
New York
– -$95.5K -5,331 Closed
SEI Investments
124
SEI Investments
Pennsylvania
– -$93.4K -5,212 Closed
Handelsbanken Fonder
125
Handelsbanken Fonder
Sweden
– -$47K -2,650 Closed
2 3 4
5
6

OTLY Hedge Fund Activity: Q4 2023 in Review

118 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q4 2023, worth a combined $88.5M — down 9.2% from $97.5M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of OTLY and 25 opened new positions — a net loss of 7 holders — while 34 trimmed existing stakes and 30 added.

The largest buyer was Morgan Stanley, adding an estimated $3.14M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $26.4M sold.

  • 118 institutional investors held Oatly Group (OTLY) as of Q4 2023, down from 126 in Q3 2023.
  • Funds reported $88.5M of Oatly Group stock for Q4 2023, down 9.2% quarter-over-quarter.
  • 25 funds opened new Oatly Group positions in Q4 2023 and 32 closed out, a net change of -7 holders.
  • The largest Oatly Group buyer in Q4 2023 was Morgan Stanley, an estimated $3.14M added.
  • The largest Oatly Group seller in Q4 2023 was Baillie Gifford & Co, an estimated $26.4M sold.

Based on aggregated 13F filings for Q4 2023.