Capstone Investment Advisors
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Capstone Investment Advisors’s Omnicom Group OMC Stock Holding History

Capstone Investment Advisors’s Portfolio OMC Stock Details OMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,700
Closed -$404K – 1730
2024
Q4 		$404K Buy
4,700
+1,300
+38% +$129K ﹤0.01% 1384
2024
Q3 		$352K Buy
3,400
+2,200
+183% +$211K ﹤0.01% 1340
2024
Q2 		$108K Hold
1,200
– – ﹤0.01% 1875
2024
Q1 		$116K Buy
+1,200
New +$108K ﹤0.01% 2114
2023
Q4 		– Sell
-1,800
Closed -$134K – 2314
2023
Q3 		$134K Buy
1,800
+100
+6% +$8.24K ﹤0.01% 1905
2023
Q2 		$162K Buy
+1,700
New +$158K ﹤0.01% 1614
2023
Q1 		– Sell
-24,100
Closed -$1.97M – 1648
2022
Q4 		$1.97M Hold
24,100
– – 0.01% 717
2022
Q3 		$1.52M Buy
24,100
+1,100
+5% +$74.6K 0.01% 867
2022
Q2 		$1.46M Sell
23,000
-27,600
-55% -$2.04M 0.01% 879
2022
Q1 		$4.29M Sell
50,600
-71,800
-59% -$5.77M 0.01% 758
2021
Q4 		$8.97M Sell
122,400
-8,900
-7% -$633K 0.02% 646
2021
Q3 		$9.51M Buy
131,300
+55,000
+72% +$4.09M 0.02% 639
2021
Q2 		$6.1M Buy
76,300
+23,300
+44% +$1.89M 0.01% 671
2021
Q1 		$3.93M Sell
53,000
-13,000
-20% -$898K 0.01% 714
2020
Q4 		$4.12M Buy
66,000
+2,600
+4% +$149K 0.01% 658
2020
Q3 		$3.14M Buy
63,400
+3,100
+5% +$166K 0.02% 662
2020
Q2 		$3.29M Buy
60,300
+23,700
+65% +$1.29M 0.02% 545
2020
Q1 		$2.01M Sell
36,600
-2,100
-5% -$149K 0.03% 521
2019
Q4 		$3.13M Buy
38,700
+14,500
+60% +$1.14M 0.02% 710
2019
Q3 		$1.9M Sell
24,200
-900
-4% -$71.5K 0.01% 745
2019
Q2 		$2.06M Buy
25,100
+6,300
+34% +$497K 0.01% 728
2019
Q1 		$1.37M Buy
18,800
+8,500
+83% +$638K 0.01% 720
2018
Q4 		$754K Buy
10,300
+1,400
+16% +$104K 0.01% 707
2018
Q3 		$605K Buy
+8,900
New +$624K 0.01% 746

Other funds holding OMC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Capstone Investment Advisors's OMC Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Omnicom Group (OMC) in Q1 2025, closing a stake of 6,510 shares — an estimated $560K sold.

Capstone Investment Advisors first reported a position in OMC in Q4 2013 and held it in 21 quarters. The position peaked at $21.7M in Q4 2013. 982 funds tracked by Wall St. Rank hold OMC as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Omnicom Group position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 6,510 Omnicom Group shares in Q1 2025, an estimated $560K.
  • Capstone Investment Advisors first reported a position in Omnicom Group in Q4 2013 and held it in 21 quarters.
  • Capstone Investment Advisors's Omnicom Group position peaked at $21.7M in Q4 2013.
  • 982 funds tracked by Wall St. Rank held Omnicom Group as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.