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Tompkins Financial

112 hedge funds and large institutions have $330M invested in Tompkins Financial in 2015 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 38 increasing their positions, 34 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 34

0.51% more ownership

Funds ownership: 40.93%41.44% (+0.51%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less funds holding

Funds holding: 113112 (-1)

1% less capital invested

Capital invested by funds: $334M → $330M (-$3.54M)

Holders
112
Holders Change
-1
Holders Change %
-0.88%
% of All Funds
2.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
7
Increased
38
Reduced
34
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIG
51
American International Group
New York
$798K +$136K +2,593 +21%
DCM
52
Dean Capital Management
Kansas
$757K -$1.84K -35 -0.2%
Morgan Stanley
53
Morgan Stanley
New York
$660K -$150K -2,844 -19%
Comerica Bank
54
Comerica Bank
Texas
$632K -$596K -11,323 -49%
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$632K
VOYA Investment Management
56
VOYA Investment Management
Georgia
$632K
CIC
57
Crawford Investment Counsel
Georgia
$629K -$611K -11,617 -50%
TPSF
58
Texas Permanent School Fund
Texas
$578K +$5.21K +99 +0.9%
UCFA
59
United Capital Financial Advisors
Texas
$529K
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$501K
BA
61
BlackRock Advisors
Delaware
$481K +$73.9K +1,405 +19%
MAM
62
Martingale Asset Management
Massachusetts
$470K -$195K -3,704 -30%
CCMINC
63
Cardinal Capital Management Inc (North Carolina)
North Carolina
$428K +$69.3K +1,318 +20%
T. Rowe Price Associates
64
T. Rowe Price Associates
Maryland
$383K -$26.3K -500 -7%
Wells Fargo
65
Wells Fargo
California
$332K +$5.37K +102 +2%
CS
66
Credit Suisse
Switzerland
$330K +$64.9K +1,233 +25%
BG
67
BlackRock Group
United Kingdom
$307K +$3.79K +72 +1%
CCA
68
Cobblestone Capital Advisors
New York
$295K -$28.9K -550 -9%
LSERS
69
Louisiana State Employees Retirement System
Louisiana
$280K -$15.8K -300 -5%
TRSOTSOK
70
Teachers Retirement System of the State of Kentucky
Kentucky
$258K
JWBC
71
J.W. Burns & Co
New York
$243K +$237K +4,509 New
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$237K
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$236K +$5.26K +100 +2%
HCM
74
Highlander Capital Management
New Jersey
$233K
BWP
75
Baldwin Wealth Partners
Massachusetts
$232K +$227K +4,309 New

TMP Hedge Fund Activity: Q1 2015 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q1 2015, worth a combined $330M — down 1.1% from $334M a quarter earlier.

Fund positioning in TMP was balanced in Q1 2015: 7 funds opened new positions, 7 closed out, 38 added to existing stakes and 34 trimmed.

The largest buyer was Vanguard Group, adding an estimated $2.36M. The largest seller was Piermont Capital Management, exiting entirely with an estimated $1.45M sold.

  • 112 institutional investors held Tompkins Financial (TMP) as of Q1 2015, down from 113 in Q4 2014.
  • Funds reported $330M of Tompkins Financial stock for Q1 2015, down 1.1% quarter-over-quarter.
  • 7 funds opened new Tompkins Financial positions in Q1 2015 and 7 closed out, a net change of 0 holders.
  • The largest Tompkins Financial buyer in Q1 2015 was Vanguard Group, an estimated $2.36M added.
  • The largest Tompkins Financial seller in Q1 2015 was Piermont Capital Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2015.