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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
SWA
576
SFMG Wealth Advisors
Texas
$357K
TF
577
TIAA FSB
Florida
$352K -$51.2K -578 -13%
LB
578
Leo Brokerage
Texas
$351K +$330K +3,721 New
Verition Fund Management
579
Verition Fund Management
Connecticut
$348K +$51.1K +577 +19%
CIP
580
Chartwell Investment Partners
Pennsylvania
$347K -$14.5K -164 -4%
FTDI
581
First Trust Direct Indexing
Massachusetts
$342K +$39.9K +450 +14%
FL
582
Fort LP
Maryland
$341K -$146K -1,649 -31%
APP
583
Avantax Planning Partners
Iowa
$340K +$23.8K +269 +8%
PAM
584
Palisade Asset Management
Minnesota
$335K
BC
585
Bridgefront Capital
Texas
$333K +$313K +3,533 New
BAM
586
Berkshire Asset Management
Pennsylvania
$332K +$311K +3,516 New
KFSC
587
Keystone Financial Services (Colorado)
Colorado
$330K +$74.6K +842 +32%
IHL
588
Investment House LLC
California
$330K
FRM
589
Fox Run Management
Connecticut
$329K +$309K +3,487 New
CWM
590
CarsonAllaria Wealth Management
Illinois
$323K -$9.39K -106 -3%
AWAP
591
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$322K +$2.39K +27 +0.8%
HI
592
Horizon Investments
North Carolina
$322K +$58.1K +656 +24%
GTAM
593
Global Trust Asset Management
Florida
$320K
AG
594
AIA Group
Hong Kong
$318K -$58.5K -660 -16%
MAS
595
Meeder Advisory Services
Ohio
$318K -$7.97K -90 -3%
MCM
596
MAI Capital Management
Ohio
$318K +$5.58K +63 +2%
TMAM
597
Tokio Marine Asset Management
Japan
$317K
BBHC
598
Brown Brothers Harriman & Co
New York
$315K +$58.6K +662 +25%
ESCM
599
Echo Street Capital Management
New York
$315K +$296K +3,338 New
GL
600
Graypoint LLC
New York
$313K +$26K +293 +10%

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.