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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
SIA
626
Schechter Investment Advisors
Michigan
$277K -$52.8K -596 -17%
DWA
627
Dorsey Wright & Associates
California
$277K +$260K +2,934 New
Bank Julius Baer & Co
628
Bank Julius Baer & Co
Switzerland
$277K +$261K +2,941 New
OFG
629
OmniStar Financial Group
North Carolina
$277K +$260K +2,931 New
BHWM
630
Beaird Harris Wealth Management
Texas
$276K -$4.61K -52 -2%
SYBT
631
Stock Yards Bank & Trust
Kentucky
$274K -$1.08M -12,221 -81%
SWA
632
Stratos Wealth Advisors
Ohio
$274K +$4.78K +54 +2%
PK
633
Pflug Koory
Nebraska
$270K -$21.3K -240 -8%
CT
634
Cambridge Trust
Massachusetts
$270K
ML
635
McAdam LLC
Pennsylvania
$269K +$253K +2,852 New
MGIM
636
M&G Investment Management
United Kingdom
$267K -$116K -1,309 -32%
BAM
637
Belpointe Asset Management
Nevada
$267K -$349K -3,934 -58%
PA
638
Profund Advisors
Maryland
$267K -$96.6K -1,090 -28%
SPA
639
Sherbrooke Park Advisers
New York
$264K +$248K +2,800 New
EWA
640
Exencial Wealth Advisors
Oklahoma
$263K +$247K +2,786 New
DT
641
Diversified Trust
Tennessee
$258K +$242K +2,732 New
LTI
642
Laffer Tengler Investments
Tennessee
$258K +$2.13K +24 +0.9%
PFO
643
Pathstone Family Office
New Jersey
$257K -$2.11M -23,847 -91%
LRPA
644
L. Roy Papp & Associates
Arizona
$256K
MCCP
645
Mission Creek Capital Partners
California
$255K
APWM
646
Argonautica Private Wealth Management
Massachusetts
$250K -$30.9K -349 -12%
DBIA
647
Dumont & Blake Investment Advisors
New Jersey
$248K +$233K +2,631 New
FPWM
648
FSB Premier Wealth Management
Iowa
$248K +$233K +2,627 New
CWM
649
Curi Wealth Management
North Carolina
$246K +$797 +9 +0.3%
Lido Advisors
650
Lido Advisors
California
$246K +$231K +2,606 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.