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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
TWA
826
TCI Wealth Advisors
Arizona
$6.04K
POIA
827
Pin Oak Investment Advisors
Texas
$6K
AAP
828
Arax Advisory Partners
Colorado
$5.96K
RTL
829
Red Tortoise LLC
Georgia
$5.38K
ZB
830
Zions Bancorporation
Utah
$5.09K -$2.13K -24 -31%
GBT
831
Grove Bank & Trust
Florida
$5.09K
LF
832
Lee Financial
Texas
$5.04K
MA
833
MCF Advisors
Kentucky
$4.81K
DI
834
Disciplined Investments
Oklahoma
$4.81K +$974 +11 +28%
VCM
835
Versant Capital Management
Arizona
$4.53K
AWM
836
Abound Wealth Management
Tennessee
$3.96K +$2.3K +26 +163%
HIA
837
Harbor Investment Advisory
Maryland
$3.77K
AP
838
Arlington Partners
Alabama
$3.58K -$17.4K -196 -84%
LFG
839
Larson Financial Group
Missouri
$3.42K +$1.06K +12 +50%
RFG
840
RFP Financial Group
Georgia
$3.4K
BWM
841
Baystate Wealth Management
Massachusetts
$3.38K
CFD
842
Creative Financial Designs
Indiana
$3.3K
IGWM
843
ICA Group Wealth Management
Colorado
$3.3K
CAC
844
Core Alternative Capital
Georgia
$3.3K +$1.68K +19 +119%
PPC
845
Park Place Capital
Alabama
$3.21K
CHC
846
City Holding Co
West Virginia
$3.21K
HGERS
847
Householder Group Estate & Retirement Specialist
Arizona
$3K +$2.57K +29 New
BFPW
848
BOK Financial Private Wealth
Colorado
$2.92K +$2.75K +31 New
WT
849
Whittier Trust
California
$2.92K
CCP
850
Carmel Capital Partners
California
$2.08K +$1.95K +22 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.