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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
CA
601
Clearstead Advisors
Ohio
$310K +$177 +2 +0.1%
DMBA
602
Deseret Mutual Benefit Administrators
Utah
$307K +$9.74K +110 +3%
MSFS
603
Main Street Financial Solutions
Pennsylvania
$306K +$21.4K +241 +8%
Vontobel Holding
604
Vontobel Holding
Switzerland
$304K +$11.1K +125 +4%
EWA
605
ERTS Wealth Advisors
Michigan
$302K -$23.7K -268 -8%
NVCHI
606
New Vernon Capital Holdings II
New Jersey
$302K +$1.95K +22 +0.7%
FFN
607
Focus Financial Network
Minnesota
$295K +$1.95K +22 +0.7%
IAIM
608
Industrial Alliance Investment Management
Quebec, Canada
$293K +$275K +3,104 New
CT
609
Coastline Trust
Rhode Island
$292K
MC
610
Machina Capital
France
$292K +$275K +3,099 New
CCM
611
Coldstream Capital Management
Washington
$292K +$6.91K +78 +3%
TYCC
612
Texas Yale Capital Corp
Florida
$291K
IAA
613
Independent Advisor Alliance
North Carolina
$290K +$273K +3,077 New
TA
614
TFB Advisors
Kansas
$288K +$271K +3,057 New
SWP
615
Stratos Wealth Partners
Ohio
$288K -$98.8K -1,115 -27%
MW
616
Marcum Wealth
Ohio
$287K +$21.4K +242 +9%
LOAMS
617
Lombard Odier Asset Management (Switzerland)
Switzerland
$287K +$269K +3,041 New
FC
618
Fulcrum Capital
Washington
$283K
RMDI
619
R.M. Davis Inc
Maine
$283K -$28.8K -325 -10%
AIA
620
Arrow Investment Advisors
Maryland
$281K +$264K +2,978 New
BHPW
621
Beverly Hills Private Wealth
California
$281K +$23.3K +263 +10%
CCA
622
Checchi Capital Advisers
California
$280K -$1.24K -14 -0.5%
WAM
623
Watershed Asset Management
California
$280K -$30.9K -349 -11%
FFM
624
Forum Financial Management
Illinois
$279K
DCM
625
Driehaus Capital Management
Illinois
$278K +$261K +2,946 New

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.