Oatly Group
OTLY
119 hedge funds and large institutions have $79.7M invested in Oatly Group in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 18 closing their positions.
25% more call options, than puts
Call options by funds: $1.39M | Put options by funds: $1.11M
11% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 18
1% more funds holding
Funds holding: 118 → 119 (+1)
0.04% less ownership
Funds ownership: 0.63% → 0.59% (-0.04%)
10% less capital invested
Capital invested by funds: $88.5M → $79.7M (-$8.86M)
30% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 37
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$4.23M |
| 2 |
TAM
TFG Asset Management
Grand Cayman,
Cayman Islands
|
-$1.7M |
| 3 |
IEFM
IQ EQ Fund Management
Dublin 2,
Ireland
|
-$950K |
| 4 |
BNP Paribas Asset Management
Paris,
France
|
-$288K |
| 5 |
D.E. Shaw & Co
New York
|
-$281K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KAS
126
Kestra Advisory Services
Austin,
Texas
| – | -$36.1K | -1,530 | Closed |
|
|
SSA
127
Schonfeld Strategic Advisors
New York
| – | -$19.2K | -812 | Closed |
|
|
RMCM
128
Reynders McVeigh Capital Management
Boston,
Massachusetts
| – | -$17K | -705 | Closed |
|
129
Balyasny Asset Management
Chicago,
Illinois
| – | -$15.2K | -642 | Closed |
|
130
Two Sigma Advisers
New York
| – | -$13.9K | -590 | Closed |
|
131
Envestnet Asset Management
Chicago,
Illinois
| – | -$13.1K | -553 | Closed |
|
|
GI
132
Gradient Investments
Arden Hills,
Minnesota
| – | -$8.85K | -375 | Closed |
|
|
BTI
133
Blue Trust Inc
Alpharetta,
Georgia
| – | -$2K | -95 | Closed |
|
|
WB
134
Webster Bank
Waterbury,
Connecticut
| – | -$1.18K | -50 | Closed |
|
|
TWC
135
TD Waterhouse Canada
Toronto,
Ontario, Canada
| – | -$118 | -5 | Closed |
|
|
FIA
136
FNY Investment Advisers
New York
| – | +$292 | +13 | New |
|
OTLY Hedge Fund Activity: Q1 2024 in Review
119 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q1 2024, worth a combined $79.7M — down 10% from $88.5M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new OTLY positions and 18 closed out — a net gain of 2 holders — while 26 added to existing stakes and 37 trimmed.
The largest buyer was Woodline Partners, opening a new position worth an estimated $1.17M. The largest seller was Morgan Stanley, cutting an estimated $4.23M.
- 119 institutional investors held Oatly Group (OTLY) as of Q1 2024, up from 118 in Q4 2023.
- Funds reported $79.7M of Oatly Group stock for Q1 2024, down 10% quarter-over-quarter.
- 20 funds opened new Oatly Group positions in Q1 2024 and 18 closed out, a net change of +2 holders.
- The largest Oatly Group buyer in Q1 2024 was Woodline Partners, an estimated $1.17M added.
- The largest Oatly Group seller in Q1 2024 was Morgan Stanley, an estimated $4.23M sold.
Based on aggregated 13F filings for Q1 2024.