Oatly Group AB (OTLY) — Smart Money Tracker (13F, Q2 2026)

OTLY ranks #5562 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

OTLY is a disclosed holding of Stephen Schwarzman (Blackstone Group), one of the tracked superinvestors on AlphaSMO — it makes up 0.1% of that fund's own 13F portfolio.

64 institutions disclose a position in OTLY, but none treat it as a major bet — even R Squared Ltd, its most concentrated holder, allocates just 0.1% of its own portfolio to it.

Credit Agricole S A has added to its OTLY position for two straight quarters, increasing it by $7.1M to reach $12.5M today.

Blackstone Inc. has trimmed its OTLY position for two straight quarters, cutting it by $2.7M while still holding $18.6M.

OTLY is up 1.7% today, and institutions have been net buyers of $5.9M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

OTLY reported a net loss of $153.1M in its latest fiscal year.

• Not yet profitable — net loss of $153.1M in the latest fiscal year
• Revenue grew 4.7% year over year
• Net income improved year over year, from -$202.3M to -$153.1M
• Operating cash flow was negative, using $23.7M in cash
• Current ratio of 0.48x — below the conventional 1.5x liquidity buffer
• Liabilities run 39.02x equity — a highly leveraged balance sheet worth noting