We are live on ! Find out more
OMC icon

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
IAA
651
Independent Advisor Alliance
North Carolina
$248K -$17.8K -226 -7%
Assenagon Asset Management
652
Assenagon Asset Management
Luxembourg
$248K -$24.9K -316 -10%
KIA
653
Knollwood Investment Advisory
Maryland
$247K +$225K +2,860 New
BHWM
654
Beaird Harris Wealth Management
Texas
$247K +$710 +9 +0.3%
FL
655
Fort LP
Maryland
$247K -$12.4K -157 -5%
BHPW
656
Beverly Hills Private Wealth
California
$245K -$6.39K -81 -3%
IPW
657
Inlet Private Wealth
Florida
$242K -$150K -1,900 -40%
FAN
658
Financial Advisors Network
California
$242K -$21.4K -271 -9%
GTAM
659
Global Trust Asset Management
Florida
$238K
LRPA
660
L. Roy Papp & Associates
Arizona
$235K
MYLI
661
Meiji Yasuda Life Insurance
Japan
$234K +$214K +2,710 New
LC
662
Lindbrook Capital
California
$233K +$39.5K +501 +23%
PWMG
663
Prestige Wealth Management Group
New Jersey
$230K +$16.7K +212 +9%
NS
664
NBC Securities
Alabama
$230K -$2.29K -29 -1%
FC
665
Fulcrum Capital
Washington
$229K -$28.1K -356 -12%
DBIA
666
Dumont & Blake Investment Advisors
New Jersey
$228K +$207K +2,631 New
LA
667
Latitude Advisors
Florida
$227K -$25.6K -325 -11%
CWM
668
Curi Wealth Management
North Carolina
$227K +$207K +2,629 New
ZAM
669
Zevin Asset Management
Massachusetts
$225K +$205K +2,600 New
FCI
670
Financial Counselors Inc
Kansas
$225K +$205K +2,596 New
MHR
671
Matthew Hamilton Rosenberg
$224K +$49.4K +627 +32%
PBO
672
Peoples Bank (Ohio)
Ohio
$222K +$203K +2,569 New
HAG
673
HighPoint Advisor Group
Illinois
$222K +$187K +2,374 New
CCM
674
Coldstream Capital Management
Washington
$220K +$201K +2,544 New
FMWA
675
Forvis Mazars Wealth Advisors
Missouri
$220K +$200K +2,539 New

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.