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Omnicom Group

868 hedge funds and large institutions have $17.4B invested in Omnicom Group in 2023 Q1 according to their latest regulatory filings, with 120 funds opening new positions, 310 increasing their positions, 293 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

135% more first-time investments, than exits

New positions opened: 120 | Existing positions closed: 51

46% more call options, than puts

Call options by funds: $51.5M | Put options by funds: $35.3M

16% more capital invested

Capital invested by funds: $15B → $17.4B (+$2.36B)

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

7% more funds holding

Funds holding: 815868 (+53)

1.11% more ownership

Funds ownership: 91.14%92.25% (+1.1%)

6% more repeat investments, than reductions

Existing positions increased: 310 | Existing positions reduced: 293

Holders
868
Holders Change
+53
Holders Change %
+6.5%
% of All Funds
13.83%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.16%
New
120
Increased
310
Reduced
293
Closed
51
Calls
$51.5M
Puts
$35.3M
Net Calls
+$16.2M
Net Calls Change
-$10.1M
Name Holding Trade Value Shares
Change
Change in
Stake
AMG
451
Asset Management Group
Connecticut
$765K +$4.61K +52 +0.6%
UCFA
452
United Capital Financial Advisors
Texas
$753K -$126K -1,418 -15%
BAAM
453
Baker Avenue Asset Management
California
$750K +$103K +1,165 +17%
NP
454
Nilsine Partners
Colorado
$747K +$701K +7,918 New
DAS
455
Dynamic Advisor Solutions
Arizona
$742K -$58.5K -660 -8%
CMP
456
Coston McIsaac & Partners
Maine
$733K +$27.9K +315 +4%
AW
457
Apricus Wealth
South Carolina
$725K
SPIA
458
Steward Partners Investment Advisory
New York
$722K -$446K -5,038 -40%
IA
459
IFP Advisors
Florida
$722K -$334K -3,770 -27%
FF
460
Friedenthal Financial
New Jersey
$719K +$675K +7,620 New
AIA
461
Affinity Investment Advisors
California
$719K +$5.58K +63 +0.8%
BFW
462
Brady Family Wealth
Missouri
$716K +$2.66K +30 +0.4%
CBNLCF
463
Cognios Beta Neutral Large Cap Fund
Kansas
$701K -$184K -2,078 -22%
LCM
464
Laurion Capital Management
New York
$699K +$656K +7,409 New
CCM
465
Community Capital Management
Florida
$698K
MIP
466
Marietta Investment Partners
Wisconsin
$698K
KRSITF
467
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$680K -$11.3K -128 -2%
MOS
468
MGO One Seven
Ohio
$677K +$47.8K +540 +8%
JIC
469
Johnson Investment Counsel
Ohio
$659K
CG
470
Caprock Group
Idaho
$655K +$6.38K +72 +1%
KI
471
Kapitalo Investimentos
Brazil
$655K +$615K +6,943 New
DTL
472
Dynamic Technology Lab
Singapore
$655K +$615K +6,943 New
Luther King Capital Management (LKCM)
473
Luther King Capital Management (LKCM)
Texas
$649K +$22.5K +254 +4%
BFEC
474
Benjamin F. Edwards & Company
Missouri
$646K +$155K +1,749 +34%
SFA
475
Sequoia Financial Advisors
Ohio
$643K -$10.7M -120,799 -95%

OMC Hedge Fund Activity: Q1 2023 in Review

868 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Omnicom Group (OMC) for Q1 2023, worth a combined $17.4B — up 16% from $15B a quarter earlier.

Buyers outnumbered sellers: 120 funds opened new OMC positions and 51 closed out — a net gain of 69 holders — while 310 added to existing stakes and 293 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $225M. The largest seller was Charles Schwab, cutting an estimated $308M.

  • 868 institutional investors held Omnicom Group (OMC) as of Q1 2023, up from 815 in Q4 2022.
  • Funds reported $17.4B of Omnicom Group stock for Q1 2023, up 16% quarter-over-quarter.
  • 120 funds opened new Omnicom Group positions in Q1 2023 and 51 closed out, a net change of +69 holders.
  • The largest Omnicom Group buyer in Q1 2023 was Envestnet Asset Management, an estimated $225M added.
  • The largest Omnicom Group seller in Q1 2023 was Charles Schwab, an estimated $308M sold.

Based on aggregated 13F filings for Q1 2023.