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Omnicom Group

876 hedge funds and large institutions have $16B invested in Omnicom Group in 2023 Q4 according to their latest regulatory filings, with 123 funds opening new positions, 288 increasing their positions, 346 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 83

21% more call options, than puts

Call options by funds: $49.2M | Put options by funds: $40.7M

20% more capital invested

Capital invested by funds: $13.4B → $16B (+$2.62B)

4% more funds holding

Funds holding: 844876 (+32)

2.55% more ownership

Funds ownership: 90.93%93.48% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

17% less repeat investments, than reductions

Existing positions increased: 288 | Existing positions reduced: 346

Holders
876
Holders Change
+32
Holders Change %
+3.79%
% of All Funds
12.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
123
Increased
288
Reduced
346
Closed
83
Calls
$49.2M
Puts
$40.7M
Net Calls
+$8.46M
Net Calls Change
-$27.3M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
626
Avantax Planning Partners
Iowa
$288K -$158 -2 -0.1%
CWM
627
CarsonAllaria Wealth Management
Illinois
$283K -$8.83K -112 -3%
CA
628
Clearstead Advisors
Ohio
$282K -$233K -2,950 -48%
MW
629
Marcum Wealth
Ohio
$279K +$315 +4 +0.1%
MWC
630
MBM Wealth Consultants
Missouri
$275K +$1.02K +13 +0.4%
FFN
631
Focus Financial Network
Minnesota
$274K -$14.2K -180 -5%
APWM
632
Argonautica Private Wealth Management
Massachusetts
$270K +$473 +6 +0.2%
CCA
633
Checchi Capital Advisers
California
$267K -$6.15K -78 -2%
KeyBank National Association
634
KeyBank National Association
Ohio
$266K -$22K -279 -8%
TYCC
635
Texas Yale Capital Corp
Florida
$265K
LSAG
636
Lake Street Advisors Group
New Hampshire
$264K +$238K +3,023 New
SWA
637
Stratos Wealth Advisors
Ohio
$262K +$16.6K +211 +7%
SGI
638
Summit Global Investments
Utah
$260K -$55.1K -699 -19%
EI
639
Ellevest Inc
New York
$260K -$43.7K -554 -16%
EFI
640
EHP Funds Inc
Canada
$260K -$1.28M -16,200 -84%
AIMCA
641
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$260K
CT
642
Cambridge Trust
Massachusetts
$258K +$9.54K +121 +4%
ORG
643
Optimist Retirement Group
Washington
$257K +$234K +2,974 New
ML
644
McAdam LLC
Pennsylvania
$257K -$3.47K -44 -1%
HI
645
Horizon Investments
North Carolina
$256K +$13.5K +171 +6%
FFM
646
Forum Financial Management
Illinois
$255K
M
647
Mirova
France
$254K +$171K +2,170 +283%
RMDI
648
R.M. Davis Inc
Maine
$251K -$84.1K -1,067 -27%
AG
649
Ascent Group
Virginia
$251K -$112K -1,426 -33%
SWP
650
Stratos Wealth Partners
Ohio
$250K -$9.7K -123 -4%

OMC Hedge Fund Activity: Q4 2023 in Review

876 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Omnicom Group (OMC) for Q4 2023, worth a combined $16B — up 20% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new OMC positions and 83 closed out — a net gain of 40 holders — while 288 added to existing stakes and 346 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $236M. The largest seller was Amundi, cutting an estimated $48.7M.

  • 876 institutional investors held Omnicom Group (OMC) as of Q4 2023, up from 844 in Q3 2023.
  • Funds reported $16B of Omnicom Group stock for Q4 2023, up 20% quarter-over-quarter.
  • 123 funds opened new Omnicom Group positions in Q4 2023 and 83 closed out, a net change of +40 holders.
  • The largest Omnicom Group buyer in Q4 2023 was Morgan Stanley, an estimated $236M added.
  • The largest Omnicom Group seller in Q4 2023 was Amundi, an estimated $48.7M sold.

Based on aggregated 13F filings for Q4 2023.