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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
MWM
901
MinichMacGregor Wealth Management
New York
-$83.4K -1,023 Closed
DCM
902
Dupont Capital Management
Delaware
-$70.2K -861 Closed
WA
903
Win Advisors
Florida
-$31.6K -388 Closed
RBC
904
Romano Brothers & Co
Illinois
-$31.5K -386 Closed
OWA
905
One Wealth Advisors
California
-$29.6K -363 Closed
MCC
906
Money Concepts Capital
Florida
-$16.6K -204 Closed
DA
907
Denali Advisors
California
-$16.3K -200 Closed
USCWA
908
U.S. Capital Wealth Advisors
Texas
-$11.9K -146 Closed
CYG
909
Clean Yield Group
Vermont
-$11.1K -136 Closed
AWM
910
Accurate Wealth Management
Florida
-$10.2K -119 Closed
CS
911
Comerica Securities
Michigan
-$9.3K -113 Closed
EE
912
EWG Elevate
California
-$5.87K -72 Closed
MPCL
913
My Personal CFO LLC
Washington
-$3.59K -44 Closed
DWP
914
Destiny Wealth Partners
Florida
-$3.51K -43 Closed
SC
915
Sierra Capital
Florida
-$3K -41 Closed
NMG
916
New Millennium Group
Utah
-$1.14K -14 Closed
MUMSS
917
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$1K -10 Closed
SWM
918
Sugarloaf Wealth Management
Georgia
-$686 -8 Closed
AW
919
Avion Wealth
Texas
+$1.06K +12 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.