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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
PL
126
Perpetual Ltd
Australia
– -$31.8K -1,773 Closed
RJFSA
127
Raymond James Financial Services Advisors
Florida
– -$26.9K -1,501 Closed
ECM
128
Evergreen Capital Management
Washington
– -$17.2K -959 Closed
EGM
129
Engineers Gate Manager
New York
– -$17K -948 Closed
William Blair & Company
130
William Blair & Company
Illinois
– -$13.5K -755 Closed
IWC
131
Integrated Wealth Concepts
Massachusetts
– -$11.6K -648 Closed
QC
132
QCM Cayman
Texas
– -$10.7K -598 Closed
LGF
133
LGT Group Foundation
Liechtenstein
– -$8.82K -510 Closed
BLC
134
Brown, Lisle/Cummings
Rhode Island
– -$6.27K -350 Closed
MA
135
Montag & Associates
Georgia
– -$6.27K -350 Closed
DZ Bank
136
DZ Bank
Germany
– -$5.98K -331 Closed
AAG
137
Armstrong Advisory Group
Massachusetts
– -$2.09K -117 Closed
Creative Planning
138
Creative Planning
Kansas
– -$898 -50 Closed
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
– -$448 -25 Closed
CA
140
Crewe Advisors
Utah
– -$449 -25 Closed
HIA
141
Harbor Investment Advisory
Maryland
– -$448 -25 Closed
CG
142
Cutler Group
California
– -$247 -15 -83%
FIA
143
FNY Investment Advisers
New York
– -$214 -13 Closed
RFA
144
Register Financial Advisors
Georgia
– -$224 -13 Closed
SWA
145
SOA Wealth Advisors
New York
– -$154 -9 Closed
SIC
146
Salem Investment Counselors
North Carolina
– -$90 -5 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
– -$75 -4 Closed
HL
148
HeadInvest LLC
Maine
– -$11 -1 Closed
CSS
149
Cubist Systematic Strategies
Connecticut
– -$1 – –
FWM
150
FSA Wealth Management
Massachusetts
– +$33 +2 New
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.