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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
HIG
126
Herr Investment Group
Texas
– -$10.9M -313,274 Closed
Renaissance Technologies
127
Renaissance Technologies
New York
– -$4.21M -120,913 Closed
Deutsche Bank
128
Deutsche Bank
Germany
– -$3.41M -97,861 Closed
AG
129
Artal Group
Luxembourg
– -$2.61M -75,000 Closed
WMSA
130
Weiss Multi-Strategy Advisers
New York
– -$1.15M -32,908 Closed
HSCU
131
Half Sky Capital (UK)
United Kingdom
– -$773K -22,224 Closed
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
– -$751K -21,594 Closed
Group One Trading
133
Group One Trading
Illinois
– -$978K -20,933 Closed
AllianceBernstein
134
AllianceBernstein
Tennessee
– -$616K -17,709 Closed
PGCM
135
Prescott Group Capital Management
Oklahoma
– -$284K -8,150 Closed
AG
136
Algert Global
California
– -$210K -6,021 Closed
AGM
137
Alpine Global Management
New York
– -$111K -3,202 Closed
TSS
138
Two Sigma Securities
New York
– -$85.7K -2,462 Closed
Two Sigma Advisers
139
Two Sigma Advisers
New York
– -$82.1K -2,360 Closed
Rockefeller Capital Management
140
Rockefeller Capital Management
New York
– -$72K -2,081 Closed
SG Americas Securities
141
SG Americas Securities
New York
– -$38K -1,084 Closed
LP
142
LMR Partners
United Kingdom
– -$30.4K -875 Closed
KeyBank National Association
143
KeyBank National Association
Ohio
– -$23.3K -671 Closed
JWM
144
Jeppson Wealth Management
California
– -$18.9K -544 Closed
MTIM
145
Marathon Trading Investment Management
Pennsylvania
– -$18.3K -525 Closed
CG
146
Cutler Group
California
– -$6.91K -148 Closed
BTI
147
Blue Trust Inc
Georgia
– -$234 -5 -28%
ECM
148
Estabrook Capital Management
New York
– -$174 -5 Closed
MCC
149
Money Concepts Capital
Florida
– -$78 -2 Closed
HF
150
Halpern Financial
Virginia
– -$2 – –
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.