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OTLY

Oatly Group

126 hedge funds and large institutions have $97.5M invested in Oatly Group in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more call options, than puts

Call options by funds: $1.14M | Put options by funds: $659K

17% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 23

2% more funds holding

Funds holding: 124126 (+2)

3% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 31

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.16% less ownership

Funds ownership: 1.08%0.92% (-0.16%)

63% less capital invested

Capital invested by funds: $262M → $97.5M (-$165M)

Holders
126
Holders Change
+2
Holders Change %
+1.61%
% of All Funds
2%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
27
Increased
32
Reduced
31
Closed
23
Calls
$1.14M
Puts
$659K
Net Calls
+$480K
Net Calls Change
+$1.38M
Name Holding Trade Value Shares
Change
Change in
Stake
Blackstone Inc
1
Blackstone Inc
New York
$35.6M
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$26.4M -$10.5M -361,448 -20%
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$15.2M +$4.35M +149,340 +21%
BNP Paribas Asset Management
4
BNP Paribas Asset Management
France
$3.14M +$1.83M +62,890 +56%
Goldman Sachs
5
Goldman Sachs
New York
$2.17M -$1.29M -44,396 -27%
IEFM
6
IQ EQ Fund Management
Ireland
$1.88M -$454K -15,583 -13%
TAM
7
TFG Asset Management
Cayman Islands
$1.87M +$129K +4,445 +4%
Point72 Asset Management
8
Point72 Asset Management
Connecticut
$1.1M -$2.07M -71,217 -54%
PCM
9
Prentice Capital Management
Connecticut
$1.1M -$6.23K -214 -0.3%
SAM
10
Storebrand Asset Management
Norway
$920K +$245K +8,416 +20%
Bank of America
11
Bank of America
North Carolina
$800K -$8.01K -275 -0.6%
Morgan Stanley
12
Morgan Stanley
New York
$644K +$205K +7,046 +24%
LCG
13
Luxor Capital Group
New York
$577K
Vontobel Holding
14
Vontobel Holding
Switzerland
$560K +$147K +5,050 +19%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$506K +$451K +15,494 +122%
IIA
16
IPG Investment Advisors
California
$406K +$160K +5,500 +32%
Millennium Management
17
Millennium Management
New York
$371K +$43.8K +1,505 +8%
CCM
18
Cinctive Capital Management
New York
$356K +$578K +19,838 New
CF
19
Cantor Fitzgerald
New York
$293K +$477K +16,370 New
CM
20
CastleKnight Management
New York
$258K +$419K +14,391 New
AIMCA
21
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$206K -$81.6K -2,802 -20%
UBS Group
22
UBS Group
Switzerland
$206K +$105K +3,591 +45%
VA
23
Vident Advisory
Georgia
$194K +$314K +10,784 New
GAA
24
Green Alpha Advisors
Colorado
$191K +$252K +8,648 +432%
BlackRock
25
BlackRock
New York
$165K +$31.8K +1,091 +13%

OTLY Hedge Fund Activity: Q3 2023 in Review

126 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Oatly Group (OTLY) for Q3 2023, worth a combined $97.5M — down 63% from $262M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new OTLY positions and 23 closed out — a net gain of 4 holders — while 32 added to existing stakes and 31 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $4.35M. The largest seller was Baillie Gifford & Co, cutting an estimated $10.5M.

  • 126 institutional investors held Oatly Group (OTLY) as of Q3 2023, up from 124 in Q2 2023.
  • Funds reported $97.5M of Oatly Group stock for Q3 2023, down 63% quarter-over-quarter.
  • 27 funds opened new Oatly Group positions in Q3 2023 and 23 closed out, a net change of +4 holders.
  • The largest Oatly Group buyer in Q3 2023 was Massachusetts Financial Services, an estimated $4.35M added.
  • The largest Oatly Group seller in Q3 2023 was Baillie Gifford & Co, an estimated $10.5M sold.

Based on aggregated 13F filings for Q3 2023.