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Tompkins Financial

123 hedge funds and large institutions have $582M invested in Tompkins Financial in 2017 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 45 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 36

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more call options, than puts

Call options by funds: $425K | Put options by funds: $425K

0.73% less ownership

Funds ownership: 49.45%48.72% (-0.73%)

4% less capital invested

Capital invested by funds: $603M → $582M (-$21.3M)

3% less funds holding

Funds holding: 127123 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

Holders
123
Holders Change
-4
Holders Change %
-3.15%
% of All Funds
3.07%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
45
Reduced
36
Closed
13
Calls
$425K
Puts
$425K
Net Calls
Net Calls Change
-$1.24M
Name Holding Trade Value Shares
Change
Change in
Stake
AIP
101
Ameritas Investment Partners
Nebraska
$99K
HCM
102
Highlander Capital Management
New Jersey
$97K
CFG
103
Citizens Financial Group
Rhode Island
$71K
LIA
104
LS Investment Advisors
Michigan
$67K
AG
105
Advisor Group
Arizona
$61K -$28.9K -359 -32%
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$52K +$4.43K +55 +9%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$35K -$564 -7 -2%
SSB
108
Sandy Spring Bank
Maryland
$31K -$12.1K -150 -27%
BBHC
109
Brown Brothers Harriman & Co
New York
$26K +$26.2K +325 New
LTFS
110
Ladenburg Thalmann Financial Services
Florida
$25K
AF
111
Arrow Financial
New York
$24K
LWCFA
112
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
VNA
113
Valley National Advisers
Pennsylvania
$18K
SWA
114
Sutton Wealth Advisors
Florida
$14K
EWM
115
Edge Wealth Management
New York
$8K
GAM
116
Gemmer Asset Management
California
$8K
NFG
117
Next Financial Group
Texas
$8K
VCM
118
Versant Capital Management
Arizona
$8K
GWM
119
Geneos Wealth Management
Colorado
$4K
WT
120
Whittier Trust
California
$3K
WA
121
Winfield Associates
Ohio
$3K +$2.98K +37 New
TRCT
122
Tower Research Capital (TRC)
New York
$3K +$3.22K +40 New
WAM
123
Wealthspire Advisors (Maryland)
Maryland
$3K +$3.46K +43 New
First Trust Advisors
124
First Trust Advisors
Illinois
-$1.68M -20,795 Closed
MCM
125
Matarin Capital Management
New York
-$669K -8,309 Closed