We are live on ! Find out more
OMC icon

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
SWM
701
Spire Wealth Management
Virginia
$185K +$102K +1,155 +143%
AAS
702
Ameritas Advisory Services
Nebraska
$184K +$174K +1,960 New
CIA
703
Cape Investment Advisory
Georgia
$183K +$172K +1,941 New
C
704
Covestor
United Kingdom
$181K +$8.15K +92 +5%
JFGIW
705
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$180K +$188K +2,123 +3,424%
MHR
706
Matthew Hamilton Rosenberg
$179K +$89 +1 +0.1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
707
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$179K +$77.6K +876 +85%
FDCDDQ
708
Federation des caisses Desjardins du Quebec
Quebec, Canada
$174K -$116K -1,313 -42%
T
709
TOBAM
France
$174K -$274K -3,088 -63%
EWA
710
EP Wealth Advisors
California
$160K +$3.54M +40,012 +642%
PPWM
711
PFG Private Wealth Management
Florida
$159K +$146K +1,645 +3,739%
HFM
712
Harvest Fund Management
China
$154K
Walleye Trading
713
Walleye Trading
New York
$149K +$140K +1,576 New
SLF
714
Sun Life Financial
Ontario, Canada
$140K
CLOS
715
Compagnie Lombard Odier SCmA
Switzerland
$140K
VIA
716
Virtus Investment Advisers
Connecticut
$133K +$125K +1,408 New
AIM
717
Arcadia Investment Management
Michigan
$132K
SWA
718
SOA Wealth Advisors
New York
$129K
SIM
719
Sentry Investment Management
Wisconsin
$127K -$3.19K -36 -3%
NF
720
Norwood Financial
Pennsylvania
$125K
SAM
721
S.A. Mason
Michigan
$121K
DFCM
722
Dark Forest Capital Management
Puerto Rico
$119K +$112K +1,263 New
BTI
723
Blue Trust Inc
Georgia
$119K +$23.6K +266 +22%
GWSG
724
GPS Wealth Strategies Group
Colorado
$113K +$106K +1,193 New
SOW
725
State of Wyoming
Wyoming
$108K +$101K +1,145 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.