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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
BPC
126
Banque Pictet & Cie
Switzerland
-$3.83M -93,500 Closed
WP
127
Woodline Partners
California
-$2.59M -63,250 Closed
AAB
128
ABN AMRO Bank
Netherlands
-$1.35M -32,856 Closed
FG
129
Formula Growth
Quebec, Canada
-$688K -16,780 Closed
Two Sigma Investments
130
Two Sigma Investments
New York
-$482K -11,748 Closed
VIA
131
Vident Investment Advisory
Georgia
-$425K -10,360 Closed
DnB Asset Management
132
DnB Asset Management
Norway
-$300K -7,325 Closed
KBC Group
133
KBC Group
Belgium
-$279K -6,793 Closed
Mercer Global Advisors
134
Mercer Global Advisors
Colorado
-$187K -4,562 Closed
Mariner
135
Mariner
Kansas
-$69.5K -1,694 Closed
BBA
136
Baader Bank Aktiengesellschaft
Germany
-$44.7K -1,406 Closed
Citadel Advisors
137
Citadel Advisors
Florida
-$31.4K -1,077 Closed
GKWIM
138
Gerber Kawasaki Wealth & Investment Management
California
-$21.7K -529 Closed
JWM
139
Jeppson Wealth Management
California
-$21K -511 Closed
UIA
140
UG Investment Advisers
Taiwan
-$6.09K -148 Closed
TRCT
141
Tower Research Capital (TRC)
New York
-$410 -10 Closed
IGWM
142
ICA Group Wealth Management
Colorado
-$205 -5 Closed
WAM
143
Worth Asset Management
Texas
-$185 -5 Closed
US Bancorp
144
US Bancorp
Minnesota
-$164 -4 Closed
CG
145
Cutler Group
California
+$87 +3 +20%
NS
146
NBC Securities
Alabama
+$670 +23 New
HCM
147
Highlander Capital Management
New Jersey
+$815 +28 New

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.