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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
PFS
526
Prospera Financial Services
Texas
$473K +$83.5K +942 +23%
HFRG
527
Houlihan Financial Resource Group
Virginia
$472K -$251K -2,836 -36%
XF
528
XML Financial
Maryland
$466K +$2.13K +24 +0.5%
First Manhattan
529
First Manhattan
New York
$460K -$177K -1,995 -29%
SPC
530
Sigma Planning Corp
Michigan
$459K -$355K -4,010 -45%
CWP
531
Capital Wealth Planning
Florida
$454K +$427K +4,816 New
RP
532
Riverwater Partners
Wisconsin
$454K
CCIA
533
Campbell & Co Investment Adviser
Maryland
$452K +$425K +4,792 New
GVAG
534
Great Valley Advisor Group
Delaware
$449K -$42.2K -476 -9%
SGA
535
Seaport Global Advisors
Massachusetts
$446K
CI Investments Inc
536
CI Investments Inc
Ontario, Canada
$445K +$368K +4,151 +735%
IPW
537
Inlet Private Wealth
Florida
$443K
KA
538
Kintegral Advisory
New York
$441K -$22.1K -249 -5%
CA
539
Cetera Advisors
Colorado
$440K +$25.9K +292 +7%
Impax Asset Management Group
540
Impax Asset Management Group
United Kingdom
$437K -$41.8K -472 -9%
WJWM
541
Williams Jones Wealth Management
New York
$435K +$8.77K +99 +2%
IMCOOI
542
Investment Management Corp of Ontario (IMCO)
Canada
$431K
WSTAM
543
Wilbanks Smith & Thomas Asset Management
Virginia
$431K +$1.24K +14 +0.3%
HCA
544
Harbor Capital Advisors
Illinois
$428K +$402K +4,540 New
EI
545
Ellevest Inc
New York
$426K +$5.93K +67 +2%
JWCA
546
J.W. Cole Advisors
Florida
$424K +$398K +4,497 New
S
547
SignatureFD
Georgia
$421K -$29.9K -337 -7%
OIA
548
OneDigital Investment Advisors
Kansas
$420K -$27.8K -314 -7%
CWP
549
Cyndeo Wealth Partners
Florida
$418K
CIAS
550
Capital Investment Advisory Services
North Carolina
$417K +$3.01K +34 +0.8%

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.