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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
JWM
776
Janiczek Wealth Management
Colorado
$25.8K -$26K -293 -52%
1832 Asset Management
777
1832 Asset Management
Ontario, Canada
$24.8K -$354 -4 -1%
SC
778
Schubert & Co
Texas
$24.1K +$797 +9 +4%
MCM
779
MV Capital Management
Maryland
$22.8K +$1.15K +13 +6%
BWAM
780
Boyd Watterson Asset Management
Ohio
$22.8K
M
781
MOTCO
Texas
$22.6K
IFAM
782
Institutional & Family Asset Management
Colorado
$22.5K +$12.8K +145 +156%
RTC
783
Riverview Trust Company
Washington
$22.2K +$20.8K +235 New
CB
784
Centennial Bank
Arkansas
$21.7K
HPC
785
HM Payson & Co
Maine
$21.2K
GFPC
786
Global Financial Private Client
Florida
$20.1K +$18.7K +211 New
DIP
787
DT Investment Partners
Pennsylvania
$19.8K
JWA
788
JFS Wealth Advisors
Pennsylvania
$19.2K +$3.63K +41 +25%
CBT
789
Central Bank & Trust
Kentucky
$18.9K -$10.4K -117 -37%
BWP
790
Baldwin Wealth Partners
Massachusetts
$18.9K
RCM
791
Raleigh Capital Management
North Carolina
$18.2K +$17.1K +193 New
HB
792
Horizon Bancorp
Indiana
$18K
SWA
793
Sutton Wealth Advisors
Florida
$16.6K -$50.8K -573 -77%
SCA
794
Stonebridge Capital Advisors
Minnesota
$16.5K
CFO
795
CVA Family Office
Colorado
$16K +$1.33K +15 +10%
CAL
796
Capital Advisors Ltd
Ohio
$16K -$16.7K -189 -52%
HI
797
Harbour Investments
Wisconsin
$15.9K -$1.59K -18 -10%
OC
798
Oakworth Capital
Alabama
$15.8K
FSWA
799
Financial Synergies Wealth Advisors
Texas
$15.4K +$3.72K +42 +35%
Fuller & Thaler Asset Management
800
Fuller & Thaler Asset Management
California
$15.1K

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.