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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
SM
676
Sciencast Management
New Jersey
$221K +$212K +2,397 New
TAM
677
Trust Asset Management
Texas
$221K +$207K +2,342 New
FSA
678
Franklin Street Advisors
North Carolina
$219K +$206K +2,320 New
MFG
679
MidWestOne Financial Group
Iowa
$218K -$630K -7,114 -75%
WPC
680
Wedmont Private Capital
Pennsylvania
$218K +$208K +2,343 New
TWM
681
Tanager Wealth Management
United Kingdom
$215K -$21.4K -242 -10%
BG
682
Bollard Group
Massachusetts
$215K +$1.68K +19 +0.8%
FW
683
FirstPurpose Wealth
Utah
$215K +$202K +2,277 New
Jones Financial Companies
684
Jones Financial Companies
Missouri
$215K +$38.2K +431 +23%
VF
685
Virtu Financial
New York
$213K +$200K +2,255 New
WB
686
Webster Bank
Connecticut
$212K -$1.86K -21 -0.9%
CW
687
CreativeOne Wealth
Kansas
$212K +$199K +2,245 New
CFAM
688
Center For Asset Management
Florida
$211K +$198K +2,239 New
TF
689
Tompkins Financial
New York
$210K
TCOV
690
Trust Company of Vermont
Vermont
$209K +$187K +2,115 +2,115%
TFA
691
Tranquilli Financial Advisor
New Jersey
$208K +$195K +2,201 New
VC
692
Veracity Capital
Georgia
$207K +$194K +2,193 New
KA
693
KLCM Advisors
Wisconsin
$205K +$193K +2,176 New
FA
694
FDx Advisors
Illinois
$205K
IWA
695
Intercontinental Wealth Advisors
Texas
$204K -$208K -2,349 -52%
ACA
696
Affinity Capital Advisors
California
$204K +$192K +2,164 New
BBW
697
Blue Barn Wealth
Utah
$203K -$37.9K -428 -17%
WSFS
698
Wilmington Savings Fund Society
Delaware
$203K +$190K +2,149 New
LC
699
Lindbrook Capital
California
$199K +$10.1K +114 +6%
Federated Hermes
700
Federated Hermes
Pennsylvania
$195K +$183K +2,069 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.