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OTLY

Oatly Group

133 hedge funds and large institutions have $327M invested in Oatly Group in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 20 increasing their positions, 54 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

304% more call options, than puts

Call options by funds: $11.9M | Put options by funds: $2.94M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.11% less ownership

Funds ownership: 1.16%1.05% (-0.11%)

6% less funds holding

Funds holding: 141133 (-8)

30% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 23

31% less capital invested

Capital invested by funds: $475M → $327M (-$148M)

63% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 54

Holders
133
Holders Change
-8
Holders Change %
-5.67%
% of All Funds
2.29%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
20
Reduced
54
Closed
23
Calls
$11.9M
Puts
$2.94M
Net Calls
+$8.92M
Net Calls Change
-$1.01M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$105M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$99.1M -$515K -7,445 -0.4%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$21.2M +$613K +8,872 +2%
Deutsche Bank
4
Deutsche Bank
Germany
$7.79M -$5.05M -73,047 -33%
HSCU
5
Half Sky Capital (UK)
United Kingdom
$7.38M
Goldman Sachs
6
Goldman Sachs
New York
$7.25M -$810K -11,713 -8%
IEFM
7
IQ EQ Fund Management
Ireland
$6.33M +$1.64M +23,763 +25%
LCG
8
Luxor Capital Group
New York
$5.98M
Norges Bank
9
Norges Bank
Norway
$5.73M -$2.06M -29,865 -22%
UBS Group
10
UBS Group
Switzerland
$5.65M +$6.07M +87,872 +450%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$5.57M -$23.9K -346 -0.3%
AG
12
Artal Group
Luxembourg
$3.94M
Balyasny Asset Management
13
Balyasny Asset Management
Illinois
$3.2M +$868K +12,552 +26%
Group One Trading
14
Group One Trading
Illinois
$3.19M -$277K -4,011 -6%
VanEck Associates
15
VanEck Associates
New York
$3.09M -$410K -5,927 -9%
Two Sigma Investments
16
Two Sigma Investments
New York
$2.77M -$6.42M -92,844 -64%
GCM
17
Graham Capital Management
Connecticut
$2.4M -$960K -13,894 -23%
Vontobel Holding
18
Vontobel Holding
Switzerland
$1.94M +$652K +9,438 +34%
CS
19
Credit Suisse
Switzerland
$1.94M -$1.39M -20,141 -35%
HSBC Holdings
20
HSBC Holdings
United Kingdom
$1.9M -$1.93M -27,886 -44%
Morgan Stanley
21
Morgan Stanley
New York
$1.72M -$457K -6,610 -17%
Adage Capital Partners
22
Adage Capital Partners
Massachusetts
$1.59M -$467K -6,750 -18%
Bank of America
23
Bank of America
North Carolina
$1.59M +$580K +8,386 +38%
IA
24
IFP Advisors
Florida
$1.4M +$240K +3,470 +43,375%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$1.36M -$3M -43,410 -63%

OTLY Hedge Fund Activity: Q3 2022 in Review

133 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q3 2022, worth a combined $327M — down 31% from $475M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of OTLY and 16 opened new positions — a net loss of 7 holders — while 54 trimmed existing stakes and 20 added.

The largest buyer was UBS Group, adding an estimated $6.07M. The largest seller was Fidelity Investments, cutting an estimated $19.8M.

  • 133 institutional investors held Oatly Group (OTLY) as of Q3 2022, down from 141 in Q2 2022.
  • Funds reported $327M of Oatly Group stock for Q3 2022, down 31% quarter-over-quarter.
  • 16 funds opened new Oatly Group positions in Q3 2022 and 23 closed out, a net change of -7 holders.
  • The largest Oatly Group buyer in Q3 2022 was UBS Group, an estimated $6.07M added.
  • The largest Oatly Group seller in Q3 2022 was Fidelity Investments, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2022.