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Omnicom Group
OMC

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: 844 → 876 (+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: 5 → 5 (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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$236M
2
State Street
State Street
Massachusetts
+$126M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$85.3M
4
Millennium Management
Millennium Management
New York
+$50.5M
5
MIS
Morningstar Investment Services
Illinois
+$47M

Top Sellers

Rank Fund Capital Flow
1
Amundi
Amundi
France
-$48.7M
2
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
-$43M
3
Lazard Asset Management
Lazard Asset Management
New York
-$32.3M
4
AssetMark Inc
AssetMark Inc
California
-$25.3M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$25.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
851
Psagot Value Holdings
Israel
$2K – – –
AW
852
Avion Wealth
Texas
$2K +$1.42K +18 +200%
CT
853
Colonial Trust
South Carolina
$1.99K – – –
PGAM
854
Princeton Global Asset Management
New Jersey
$1.92K – – –
PA
855
PSI Advisors
Florida
$1.9K – – –
TFA
856
Toth Financial Advisory
Virginia
$1.82K – – –
VWA
857
Valued Wealth Advisors
Utah
$1.79K +$1.89K +24 New
WWM
858
Wolff Wiese Magana
California
$1.73K – – –
VAG
859
VisionPoint Advisory Group
Texas
$1.73K -$867 -11 -35%
PCMC
860
Planning Capital Management Corporation
Pennsylvania
$1.56K +$1.42K +18 New
PWA
861
Provenance Wealth Advisors
Florida
$1.56K – – –
CJ
862
Caitlin John
Michigan
$1.55K +$1.42K +18 New
DF
863
Dunhill Financial
United Kingdom
$1.22K +$1.1K +14 New
WPA
864
West Paces Advisors
Georgia
$1.21K – – –
CWC
865
Carolinas Wealth Consulting
North Carolina
$1.13K +$315 +4 +44%
CTA
866
Colonial Trust Advisors
South Carolina
$1.13K – – –
PIM
867
Plato Investment Management
Australia
$1.12K +$1.02K +13 New
PCTC
868
Perkins Coie Trust Company
Washington
$1.04K -$315 -4 -25%
TAM
869
Tucker Asset Management
Colorado
$1.04K – – –
S
870
Sachetta
Massachusetts
$952 +$867 +11 New
IHWM
871
Iron Horse Wealth Management
Iowa
$865 – – –
TWP
872
TFO Wealth Partners
Ohio
$779 – – –
TWD
873
True Wealth Design
Ohio
$693 – – –
EWM
874
Evermay Wealth Management
Virginia
$347 +$315 +4 New
WA
875
WestEnd Advisors
North Carolina
$173 – – –
33 34
35
36 37

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.