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OTLY

Oatly Group
OTLY

175 hedge funds and large institutions have $994M invested in Oatly Group in 2021 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

204% more call options, than puts

Call options by funds: $63.6M | Put options by funds: $20.9M

110% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 30

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

23% more funds holding

Funds holding: 142 → 175 (+33)

0.07% less ownership

Funds ownership: 1.13% → 1.06% (-0.07%)

51% less capital invested

Capital invested by funds: $2.02B → $994M (-$1.02B)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
175
Holders Change
+33
Holders Change %
+23.24%
% of All Funds
2.69%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
63
Increased
52
Reduced
33
Closed
30
Calls
$63.6M
Puts
$20.9M
Net Calls
+$42.7M
Net Calls Change
+$21.8M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$36.4M
2
Two Sigma Investments
Two Sigma Investments
New York
+$28.5M
3
Citadel Advisors
Citadel Advisors
Florida
+$17.5M
4
Bank of America
Bank of America
North Carolina
+$17.2M
5
Deutsche Bank
Deutsche Bank
Germany
+$17M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$65M
2
UBS AM
UBS AM
Illinois
-$40.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$37.8M
4
N
Nuveen
North Carolina
-$24.6M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$22.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
JFGIW
151
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$4K – – –
CAPTRUST Financial Advisors
152
CAPTRUST Financial Advisors
North Carolina
$3K -$1.1K -5 -23%
EVM
153
Eaton Vance Management
Massachusetts
$3K -$442 -2 -9%
HNB
154
Huntington National Bank
Ohio
$3K +$4.42K +20 New
APA
155
American Portfolios Advisors
New York
$2.17K – – –
IA
156
IFP Advisors
Florida
$2K -$4.2K -19 -70%
MA
157
Montag & Associates
Georgia
$2K -$1.1K -5 -25%
AWM
158
Activest Wealth Management
Florida
$2K – – –
CFGS
159
Concourse Financial Group Securities
Alabama
$2K – – –
IHWM
160
Iron Horse Wealth Management
Iowa
$2K – – –
RAM
161
Riggs Asset Management
Pennsylvania
$2K – – –
CSB
162
City State Bank
Iowa
$2K +$2.21K +10 New
RPCONE
163
Retirement Planning Company of New England
Rhode Island
$2K +$3.31K +15 New
DAM
164
Delta Asset Management
Tennessee
$1K – – –
SIC
165
Salem Investment Counselors
North Carolina
$1K – – –
SBL
166
Sargent Bickham Lagudis
Colorado
$1K – – –
SWA
167
SOA Wealth Advisors
New York
$1K – – –
TCM
168
Tradewinds Capital Management
Washington
$1K – – –
WOC
169
West Oak Capital
California
$1K – – –
BIA
170
Bell Investment Advisors
California
$1K +$663 +3 +100%
PA
171
Parallel Advisors
California
$1K +$1.55K +7 New
TWC
172
TD Waterhouse Canada
Ontario, Canada
$803 +$1.1K +5 New
ECM
173
Estabrook Capital Management
New York
$796 – – –
UBS AM
174
UBS AM
Illinois
– -$40.1M -132,514 Closed
N
175
Nuveen
North Carolina
– -$24.6M -81,249 Closed
5 6
7
8 9

OTLY Hedge Fund Activity: Q4 2021 in Review

175 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q4 2021, worth a combined $994M — down 51% from $2.02B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new OTLY positions and 30 closed out — a net gain of 33 holders — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Invesco, adding an estimated $36.4M. The largest seller was JP Morgan Chase, cutting an estimated $65M.

  • 175 institutional investors held Oatly Group (OTLY) as of Q4 2021, up from 142 in Q3 2021.
  • Funds reported $994M of Oatly Group stock for Q4 2021, down 51% quarter-over-quarter.
  • 63 funds opened new Oatly Group positions in Q4 2021 and 30 closed out, a net change of +33 holders.
  • The largest Oatly Group buyer in Q4 2021 was Invesco, an estimated $36.4M added.
  • The largest Oatly Group seller in Q4 2021 was JP Morgan Chase, an estimated $65M sold.

Based on aggregated 13F filings for Q4 2021.