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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
FMWA
651
Forvis Mazars Wealth Advisors
Missouri
$245K
ZAM
652
Zevin Asset Management
Massachusetts
$245K
WI
653
Wahed Invest
New York
$243K -$3.63K -41 -2%
SW
654
SkyOak Wealth
Michigan
$243K
SXL
655
Summit X LLC
Missouri
$243K +$228K +2,572 New
PBO
656
Peoples Bank (Ohio)
Ohio
$242K
CWP
657
Concord Wealth Partners
Virginia
$240K +$98K +1,106 +77%
AWAU
658
Alliance Wealth Advisors (Utah)
Utah
$240K +$225K +2,541 New
HW
659
Hancock Whitney
Mississippi
$239K +$225K +2,535 New
BWP
660
BSW Wealth Partners
Colorado
$238K -$8.42K -95 -4%
MWC
661
MBM Wealth Consultants
Missouri
$238K
AIP
662
Ameritas Investment Partners
Nebraska
$238K
BHC
663
Bowen Hanes & Co
Florida
$236K
CMBA
664
C.M. Bidwell & Associates
Hawaii
$234K +$220K +2,482 New
CFGS
665
Concourse Financial Group Securities
Alabama
$234K -$14.1K -159 -6%
LP
666
LMR Partners
United Kingdom
$233K +$218K +2,466 New
HIIFS
667
Harel Insurance Investments & Financial Services
Israel
$232K
FMAEN1
668
Fund Management at Engine No 1
California
$232K +$218K +2,459 New
IG
669
ING Group
Netherlands
$231K -$19.8K -224 -8%
CI
670
Cigna Investments
Connecticut
$230K -$4.16K -47 -2%
SFP
671
Shepherd Financial Partners
Massachusetts
$228K +$214K +2,421 New
MG
672
MilWealth Group
Wisconsin
$228K
KPWS
673
Kestra Private Wealth Services
Texas
$225K +$212K +2,389 New
WPW
674
Waldron Private Wealth
Pennsylvania
$223K +$208K +2,347 New
AT
675
American Trust
Kentucky
$223K +$209K +2,361 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.