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Omnicom Group

844 hedge funds and large institutions have $13.4B invested in Omnicom Group in 2023 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 293 increasing their positions, 349 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

103% more call options, than puts

Call options by funds: $70.7M | Put options by funds: $34.9M

1.11% less ownership

Funds ownership: 92.04%90.93% (-1.1%)

3% less funds holding

Funds holding: 870844 (-26)

16% less first-time investments, than exits

New positions opened: 87 | Existing positions closed: 103

16% less repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 349

23% less capital invested

Capital invested by funds: $17.4B → $13.4B (-$4.04B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
844
Holders Change
-26
Holders Change %
-2.99%
% of All Funds
13.39%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
87
Increased
293
Reduced
349
Closed
103
Calls
$70.7M
Puts
$34.9M
Net Calls
+$35.8M
Net Calls Change
+$8.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.75B -$18M -217,899 -0.9%
BlackRock
2
BlackRock
New York
$1.34B -$67.2M -815,427 -4%
State Street
3
State Street
Massachusetts
$777M -$79.4M -963,006 -9%
Fidelity International
4
Fidelity International
Bermuda
$480M +$412K +5,000 +0.1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$353M +$30.9M +374,874 +9%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$345M +$6.37M +77,241 +2%
Charles Schwab
7
Charles Schwab
California
$341M -$1.93M -23,423 -0.5%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$317M -$97.8M -1,186,496 -22%
BGC
9
Beutel, Goodman & Co
Ontario, Canada
$310M -$45.9M -556,380 -12%
Boston Partners
10
Boston Partners
Massachusetts
$278M +$54.8M +664,800 +22%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$247M -$9.31M -112,917 -3%
Lazard Asset Management
12
Lazard Asset Management
New York
$226M +$124M +1,503,249 +98%
Capital Research Global Investors
13
Capital Research Global Investors
California
$221M +$12.5K +152 +0%
Citadel Advisors
14
Citadel Advisors
Florida
$218M -$63.2M -766,894 -21%
Amundi
15
Amundi
France
$215M -$2.13M -25,809 -0.9%
Goldman Sachs
16
Goldman Sachs
New York
$214M -$11.8M -142,787 -5%
Northern Trust
17
Northern Trust
Illinois
$193M +$24.9M +301,927 +13%
CB
18
Cooke & Bieler
Pennsylvania
$190M +$26.5M +321,598 +14%
First Trust Advisors
19
First Trust Advisors
Illinois
$180M +$47.7M +578,076 +32%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$173M +$5.21M +63,161 +3%
FMI
21
Fiduciary Management Inc
Wisconsin
$168M -$8.05M -97,631 -4%
Morgan Stanley
22
Morgan Stanley
New York
$165M +$12.7M +154,465 +8%
Invesco
23
Invesco
Georgia
$142M -$12.7M -153,726 -7%
Principal Financial Group
24
Principal Financial Group
Iowa
$141M +$4.86M +58,943 +3%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$132M -$2.64M -32,064 -2%

OMC Hedge Fund Activity: Q3 2023 in Review

844 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Omnicom Group (OMC) for Q3 2023, worth a combined $13.4B — down 23% from $17.4B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of OMC and 87 opened new positions — a net loss of 16 holders — while 349 trimmed existing stakes and 293 added.

The largest buyer was Lazard Asset Management, adding an estimated $124M. The largest seller was Nuveen, cutting an estimated $99.1M.

  • 844 institutional investors held Omnicom Group (OMC) as of Q3 2023, down from 870 in Q2 2023.
  • Funds reported $13.4B of Omnicom Group stock for Q3 2023, down 23% quarter-over-quarter.
  • 87 funds opened new Omnicom Group positions in Q3 2023 and 103 closed out, a net change of -16 holders.
  • The largest Omnicom Group buyer in Q3 2023 was Lazard Asset Management, an estimated $124M added.
  • The largest Omnicom Group seller in Q3 2023 was Nuveen, an estimated $99.1M sold.

Based on aggregated 13F filings for Q3 2023.