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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
CF
676
Centaurus Financial
California
$219K +$2.68K +34 +1%
SFP
677
Shepherd Financial Partners
Massachusetts
$217K +$198K +2,508 New
BHC
678
Bowen Hanes & Co
Florida
$216K +$197K +2,500 New
MAS
679
Meeder Advisory Services
Ohio
$216K -$38.8K -492 -16%
JIC
680
Joel Isaacson & Co
New York
$215K +$196K +2,480 New
TFA
681
Tranquilli Financial Advisor
New Jersey
$215K +$196K +2,480 New
PCM
682
Penserra Capital Management
California
$214K -$11.6K -147 -6%
CIA
683
Cape Investment Advisory
Georgia
$213K +$1.97K +25 +1%
LA
684
LVW Advisors
New York
$210K +$191K +2,427 New
SWM
685
Spire Wealth Management
Virginia
$209K +$946 +12 +0.5%
MG
686
MilWealth Group
Wisconsin
$209K
AWS
687
Atria Wealth Solutions
New York
$208K +$189K +2,403 New
BAM
688
Belpointe Asset Management
Nevada
$206K +$187K +2,376 New
GAM
689
Groupama Asset Management
France
$205K +$372K +4,712 New
SWA
690
SFMG Wealth Advisors
Texas
$205K -$48.2K -611 -21%
TAM
691
Trust Asset Management
Texas
$203K +$185K +2,342 New
BG
692
Bollard Group
Massachusetts
$202K +$1.66K +21 +0.9%
DMBA
693
Deseret Mutual Benefit Administrators
Utah
$201K -$61.6K -781 -25%
FSA
694
Franklin Street Advisors
North Carolina
$201K +$183K +2,320 New
SFI
695
Siemens Fonds Invest
Germany
$201K +$183K +2,321 New
MFG
696
MidWestOne Financial Group
Iowa
$200K +$183K +2,316 New
LIM
697
Longfellow Investment Management
Massachusetts
$199K +$182K +2,303 New
AIP
698
Ameritas Investment Partners
Nebraska
$197K
WB
699
Webster Bank
Connecticut
$195K
CFGS
700
Concourse Financial Group Securities
Alabama
$190K -$12.1K -153 -7%

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.