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OTLY

Oatly Group

131 hedge funds and large institutions have $216M invested in Oatly Group in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 24 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,081% more call options, than puts

Call options by funds: $7.77M | Put options by funds: $658K

4% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 24

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 1.05%1.04% (-0%)

2% less funds holding

Funds holding: 133131 (-2)

34% less capital invested

Capital invested by funds: $327M → $216M (-$111M)

41% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 41

Holders
131
Holders Change
-2
Holders Change %
-1.5%
% of All Funds
2.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
25
Increased
24
Reduced
41
Closed
24
Calls
$7.77M
Puts
$658K
Net Calls
+$7.12M
Net Calls Change
-$1.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$69.2M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$64.1M -$1.56M -40,824 -2%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$15.4M +$1.54M +40,240 +10%
HIG
4
Herr Investment Group
Texas
$10.9M +$12M +313,274 New
Goldman Sachs
5
Goldman Sachs
New York
$4.75M -$48.6K -1,273 -0.9%
IEFM
6
IQ EQ Fund Management
Ireland
$4.29M +$118K +3,086 +3%
Renaissance Technologies
7
Renaissance Technologies
New York
$4.21M +$4.61M +120,913 New
PAMS
8
Pictet Asset Management (Switzerland)
Switzerland
$3.68M
Deutsche Bank
9
Deutsche Bank
Germany
$3.41M -$1.92M -50,334 -34%
PCM
10
Prentice Capital Management
Connecticut
$3.07M +$3.37M +88,249 New
Two Sigma Investments
11
Two Sigma Investments
New York
$2.77M +$1.03M +26,947 +51%
AG
12
Artal Group
Luxembourg
$2.61M
AC
13
Armistice Capital
New York
$2.35M +$2.58M +67,500 New
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$2.29M +$1.52M +39,906 +154%
WP
15
Woodline Partners
California
$1.94M +$2.13M +55,698 New
Millennium Management
16
Millennium Management
New York
$1.61M +$1.49M +38,942 +537%
IA
17
IFP Advisors
Florida
$1.5M +$8.66K +227 +7%
Morgan Stanley
18
Morgan Stanley
New York
$1.35M +$237K +6,205 +19%
Norges Bank
19
Norges Bank
Norway
$1.35M -$2.67M -70,009 -64%
Vontobel Holding
20
Vontobel Holding
Switzerland
$1.15M -$146K -3,838 -10%
WMSA
21
Weiss Multi-Strategy Advisers
New York
$1.15M +$1.26M +32,908 New
LCG
22
Luxor Capital Group
New York
$1.12M -$3.11M -81,536 -72%
Bank of America
23
Bank of America
North Carolina
$1.12M +$74.3K +1,948 +6%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$814K -$305 -8 -0%
HSCU
25
Half Sky Capital (UK)
United Kingdom
$773K -$4.51M -118,142 -84%

OTLY Hedge Fund Activity: Q4 2022 in Review

131 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q4 2022, worth a combined $216M — down 34% from $327M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new OTLY positions and 24 closed out — a net gain of 1 holder — while 24 added to existing stakes and 41 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $4.61M. The largest seller was Half Sky Capital (UK), cutting an estimated $4.51M.

  • 131 institutional investors held Oatly Group (OTLY) as of Q4 2022, down from 133 in Q3 2022.
  • Funds reported $216M of Oatly Group stock for Q4 2022, down 34% quarter-over-quarter.
  • 25 funds opened new Oatly Group positions in Q4 2022 and 24 closed out, a net change of +1 holder.
  • The largest Oatly Group buyer in Q4 2022 was Renaissance Technologies, an estimated $4.61M added.
  • The largest Oatly Group seller in Q4 2022 was Half Sky Capital (UK), an estimated $4.51M sold.

Based on aggregated 13F filings for Q4 2022.