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Tompkins Financial

139 hedge funds and large institutions have $651M invested in Tompkins Financial in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 30

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

16% more capital invested

Capital invested by funds: $560M → $651M (+$91.4M)

1% more funds holding

Funds holding: 137139 (+2)

1.17% more ownership

Funds ownership: 48.44%49.61% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
3.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
54
Reduced
30
Closed
10
Calls
$790K
Puts
Net Calls
+$790K
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Victory Capital Management
76
Victory Capital Management
Texas
$428K +$56K +682 +16%
AIM
77
Assured Investment Management
New York
$415K +$169K +2,058 +74%
Millennium Management
78
Millennium Management
New York
$406K -$2.06M -25,055 -84%
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$397K
XK
80
Xact Kapitalforvaltning
Sweden
$391K
AG
81
Aperio Group
California
$387K +$9.11K +111 +3%
BWP
82
Baldwin Wealth Partners
Massachusetts
$379K
CB
83
Community Bank
New York
$357K -$20.5K -250 -6%
SOADOR
84
State of Alaska Department of Revenue
Alaska
$344K +$1.64K +20 +0.5%
AA
85
Alesco Advisors
New York
$326K
AWA
86
Arete Wealth Advisors
Illinois
$317K +$304K +3,697 New
MSA
87
Mason Street Advisors
Wisconsin
$307K +$12.2K +148 +4%
MERSOM
88
Municipal Employees' Retirement System of Michigan
Michigan
$300K -$119K -1,450 -29%
TRSOTSOK
89
Teachers Retirement System of the State of Kentucky
Kentucky
$277K
CGH
90
Crossmark Global Holdings
Texas
$275K +$22.2K +270 +9%
CHA
91
Cooper/Haims Advisors
New York
$269K -$152K -1,855 -37%
M&T Bank
92
M&T Bank
New York
$262K -$41K -500 -14%
PIA
93
Piedmont Investment Advisors
North Carolina
$251K +$23.4K +285 +11%
HR
94
Howe & Rusling
New York
$250K
CT
95
Cambridge Trust
Massachusetts
$244K
Citigroup
96
Citigroup
New York
$242K -$103K -1,260 -31%
Teacher Retirement System of Texas
97
Teacher Retirement System of Texas
Texas
$239K -$19.9K -242 -8%
Stifel Financial
98
Stifel Financial
Missouri
$233K +$82 +1 +0%
COPPSERS
99
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$225K +$215K +2,619 New
SGAM
100
Steinberg Global Asset Management
Florida
$221K +$211K +2,572 New

TMP Hedge Fund Activity: Q2 2018 in Review

139 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q2 2018, worth a combined $651M — up 16% from $560M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new TMP positions and 10 closed out — a net gain of 3 holders — while 54 added to existing stakes and 30 trimmed.

The largest buyer was BlackRock, adding an estimated $11M. The largest seller was Fidelity Investments, exiting entirely with an estimated $25M sold.

  • 139 institutional investors held Tompkins Financial (TMP) as of Q2 2018, up from 137 in Q1 2018.
  • Funds reported $651M of Tompkins Financial stock for Q2 2018, up 16% quarter-over-quarter.
  • 13 funds opened new Tompkins Financial positions in Q2 2018 and 10 closed out, a net change of +3 holders.
  • The largest Tompkins Financial buyer in Q2 2018 was BlackRock, an estimated $11M added.
  • The largest Tompkins Financial seller in Q2 2018 was Fidelity Investments, an estimated $25M sold.

Based on aggregated 13F filings for Q2 2018.