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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
WEG
551
World Equity Group
Illinois
$408K +$2.78M +31,409 New
LA
552
Latitude Advisors
Florida
$405K -$10.7K -121 -3%
BHBT
553
Burke & Herbert Bank & Trust
Virginia
$405K
P
554
Pitcairn
Pennsylvania
$404K +$86.7K +979 +30%
PSP
555
Principal Street Partners
Tennessee
$403K
ACA
556
Atlas Capital Advisors
Wyoming
$398K +$98.4K +1,111 +36%
CWA
557
Centennial Wealth Advisory
Michigan
$396K -$94.6K -1,068 -20%
ECM
558
Evergreen Capital Management
Washington
$395K +$5.32K +60 +1%
CF
559
Centaurus Financial
California
$389K +$87.7K +990 +32%
CQS
560
Credential Qtrade Securities
$389K -$9.57K -108 -3%
VCA
561
Verdence Capital Advisors
Maryland
$381K +$797 +9 +0.2%
KeyBank National Association
562
KeyBank National Association
Ohio
$380K +$974 +11 +0.3%
DWT
563
Dorsey & Whitney Trust
South Dakota
$378K +$89 +1 +0%
CL
564
CSS LLC
Illinois
$377K
CWS
565
Cypress Wealth Services
California
$377K +$4.7K +53 +1%
SW
566
SteelPeak Wealth
California
$375K +$350K +3,949 New
SG
567
StoneX Group
New York
$372K +$26.1K +295 +8%
NAS
568
Nicolet Advisory Services
Wisconsin
$372K +$354K +3,996 New
IAM
569
Innovis Asset Management
Illinois
$371K +$18.2K +205 +6%
SWAG
570
Spectrum Wealth Advisory Group
California
$369K +$2.83K +32 +0.8%
MCM
571
Monument Capital Management
Virginia
$366K +$344K +3,880 New
HL
572
HeadInvest LLC
Maine
$366K
GD
573
Grandfield & Dodd
New York
$363K
HIC
574
Hartline Investment Corp
Illinois
$362K
CIC
575
Chase Investment Counsel
Virginia
$360K +$24.4K +276 +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.