We are live on ! Find out more
TMP icon

Tompkins Financial

147 hedge funds and large institutions have $566M invested in Tompkins Financial in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,308% more call options, than puts

Call options by funds: $289K | Put options by funds: $12K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $443M → $566M (+$123M)

7% more funds holding

Funds holding: 137147 (+10)

2.56% more ownership

Funds ownership: 62.96%65.51% (+2.6%)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
39
Reduced
51
Closed
15
Calls
$289K
Puts
$12K
Net Calls
+$277K
Net Calls Change
+$277K
Name Holding Trade Value Shares
Change
Change in
Stake
OPERF
101
Oregon Public Employees Retirement Fund
Oregon
$220K -$5.43K -100 -3%
KWAG
102
Kiely Wealth Advisory Group
North Carolina
$209K +$213K +3,923 New
ASRS
103
Arizona State Retirement System
Arizona
$206K +$185K +3,414 New
Victory Capital Management
104
Victory Capital Management
Texas
$205K +$184K +3,396 New
TRCT
105
Tower Research Capital (TRC)
New York
$162K +$7.77K +143 +6%
QCG
106
Quadrant Capital Group
Ohio
$162K +$128K +2,365 +737%
US Bancorp
107
US Bancorp
Minnesota
$135K +$20.7K +381 +21%
PNC Financial Services Group
108
PNC Financial Services Group
Pennsylvania
$108K +$50.6K +932 +107%
RIM
109
Rockbridge Investment Management
New York
$105K +$94.2K +1,735 New
Zurich Cantonal Bank
110
Zurich Cantonal Bank
Switzerland
$101K
Fidelity Investments
111
Fidelity Investments
Massachusetts
$94.4K -$433K -7,964 -84%
Amundi
112
Amundi
France
$87.7K -$54 -1 -0.1%
AIP
113
Ameritas Investment Partners
Nebraska
$83K
CT
114
Cambridge Trust
Massachusetts
$70.3K
ACM
115
Aquatic Capital Management
Illinois
$54K +$48.9K +900 New
GRP
116
Global Retirement Partners
California
$52.4K
HBW
117
Hazlett, Burt & Watson
West Virginia
$48K
EC
118
EntryPoint Capital
New York
$47.2K +$42.5K +783 New
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$45.5K -$6.03K -111 -13%
KBC Group
120
KBC Group
Belgium
$36K
CB
121
CNB Bank
Pennsylvania
$34.6K
AF
122
Arrow Financial
New York
$32.5K
HCM
123
Highlander Capital Management
New Jersey
$30.5K
S
124
SignatureFD
Georgia
$29.5K +$20.9K +385 +367%
MPWT
125
MassMutual Private Wealth & Trust
Connecticut
$26.6K +$24K +442 New