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OTLY

Oatly Group

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: 142175 (+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: 10 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$317M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$188M -$855K -3,871 -0.3%
Invesco
3
Invesco
Georgia
$66.1M +$36.4M +164,876 +66%
LCG
4
Luxor Capital Group
New York
$50.6M -$15.8M -71,368 -18%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$46.7M -$12.6M -56,999 -16%
Deutsche Bank
6
Deutsche Bank
Germany
$32.1M +$17M +76,783 +61%
Federated Hermes
7
Federated Hermes
Pennsylvania
$24.5M
Two Sigma Investments
8
Two Sigma Investments
New York
$20.5M +$28.5M +128,847 New
Norges Bank
9
Norges Bank
Norway
$19.7M -$11.9M -53,745 -30%
PAMS
10
Pictet Asset Management (Switzerland)
Switzerland
$17M -$18M -81,618 -43%
Bank of America
11
Bank of America
North Carolina
$15.1M +$17.2M +77,956 +457%
Citadel Advisors
12
Citadel Advisors
Florida
$13.8M +$17.5M +79,323 +1,078%
AG
13
Artal Group
Luxembourg
$11.9M
BNP Paribas Asset Management
14
BNP Paribas Asset Management
France
$11.9M +$9.15M +41,419 +125%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$11.7M +$16.3M +73,634 New
Jane Street
16
Jane Street
New York
$10.8M +$12.1M +54,900 +387%
Millennium Management
17
Millennium Management
New York
$10.6M +$14.7M +66,337 New
Fidelity International
18
Fidelity International
Bermuda
$7.86M -$10.8M -48,936 -50%
Morgan Stanley
19
Morgan Stanley
New York
$6.69M +$6.83M +30,889 +278%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$6.68M -$22.6M -102,422 -71%
IEFM
21
IQ EQ Fund Management
Ireland
$5.87M +$1.28M +5,807 +19%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$5.45M +$1.13M +5,091 +17%
VanEck Associates
23
VanEck Associates
New York
$5.44M -$7.01M -31,706 -48%
CS
24
Credit Suisse
Switzerland
$5.09M +$1.45M +6,575 +26%
HF
25
HRT Financial
New York
$4.57M +$6.14M +27,807 +3,174%

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.