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Tompkins Financial

137 hedge funds and large institutions have $619M invested in Tompkins Financial in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 40 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 40

0.3% more ownership

Funds ownership: 49.61%49.91% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 139137 (-2)

5% less capital invested

Capital invested by funds: $651M → $619M (-$32.7M)

10% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 10

Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
41
Reduced
40
Closed
10
Calls
$398K
Puts
Net Calls
+$398K
Net Calls Change
-$392K
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$154K
BEAM
102
Baker Ellis Asset Management
Washington
$138K
SEIA
103
Signature Estate & Investment Advisors
California
$117K
AIP
104
Ameritas Investment Partners
Nebraska
$102K
HCM
105
Highlander Capital Management
New Jersey
$82K
CFG
106
Citizens Financial Group
Rhode Island
$73K
BNP Paribas Financial Markets
107
BNP Paribas Financial Markets
France
$70.8K -$3.46K -40 -4%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$66K +$346 +4 +0.5%
AG
109
Advisor Group
Arizona
$54K
Bank of Montreal
110
Bank of Montreal
Ontario, Canada
$44K -$259 -3 -0.5%
TC
111
Trust Company
Kansas
$41K
SWA
112
Sutton Wealth Advisors
Florida
$39.6K
LIA
113
LS Investment Advisors
Michigan
$31K
SBL
114
Sargent Bickham Lagudis
Colorado
$29K +$31.1K +360 New
AF
115
Arrow Financial
New York
$24K
LTFS
116
Ladenburg Thalmann Financial Services
Florida
$24K
LWCFA
117
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$20K
PRS
118
Pinkerton Retirement Specialists
Idaho
$20K +$21.6K +250 New
VNA
119
Valley National Advisers
Pennsylvania
$19K
MOACM
120
Mutual of America Capital Management
New York
$19K +$16.4K +190 +422%
SSB
121
Sandy Spring Bank
Maryland
$18K -$6.48K -75 -25%
EARNEST Partners
122
EARNEST Partners
Georgia
$17K
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$15K
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$15K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$15K +$15.5K +179 New