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Tompkins Financial

137 hedge funds and large institutions have $611M invested in Tompkins Financial in 2017 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

143% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 7

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

8% more funds holding

Funds holding: 127137 (+10)

0.66% more ownership

Funds ownership: 48.74%49.4% (+0.66%)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

4% less capital invested

Capital invested by funds: $637M → $611M (-$26.3M)

Holders
137
Holders Change
+10
Holders Change %
+7.87%
% of All Funds
3.11%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
17
Increased
40
Reduced
40
Closed
7
Calls
$504K
Puts
Net Calls
+$504K
Net Calls Change
+$297K
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$14.5K
EWM
127
Edge Wealth Management
New York
$8K
GAM
128
Gemmer Asset Management
California
$8K
VCM
129
Versant Capital Management
Arizona
$6K
SWP
130
Stratos Wealth Partners
Ohio
$6K +$6.62K +78 New
ST
131
Smithfield Trust
Pennsylvania
$4K +$4.67K +55 New
WAM
132
Wealthspire Advisors (Maryland)
Maryland
$3K -$1.53K -18 -33%
QCG
133
Quadrant Capital Group
Ohio
$2K
Toronto Dominion Bank
134
Toronto Dominion Bank
Ontario, Canada
$2K
MOS
135
MGO One Seven
Ohio
$2K +$1.78K +21 New
PFBT
136
Parkside Financial Bank & Trust
Missouri
$1K
Nordea Investment Management
137
Nordea Investment Management
Sweden
-$1.99M -23,040 Closed
GC
138
Guggenheim Capital
Illinois
-$770K -8,946 Closed
NFA
139
Nationwide Fund Advisors
Ohio
-$702K -8,153 Closed
State Board of Administration of Florida Retirement System
140
State Board of Administration of Florida Retirement System
Florida
-$370K -4,298 Closed
OSAM
141
O'Shaughnessy Asset Management
Connecticut
-$261K -3,031 Closed
VRS
142
Virginia Retirement Systems
Virginia
-$258K -3,000 Closed
NFG
143
Next Financial Group
Texas
-$9K -100 Closed
AssetMark Inc
144
AssetMark Inc
California
+$340 +4 New

TMP Hedge Fund Activity: Q4 2017 in Review

137 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q4 2017, worth a combined $611M — down 4.1% from $637M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new TMP positions and 7 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was BlackRock, adding an estimated $3.42M. The largest seller was Fidelity Investments, cutting an estimated $7.82M.

  • 137 institutional investors held Tompkins Financial (TMP) as of Q4 2017, up from 127 in Q3 2017.
  • Funds reported $611M of Tompkins Financial stock for Q4 2017, down 4.1% quarter-over-quarter.
  • 17 funds opened new Tompkins Financial positions in Q4 2017 and 7 closed out, a net change of +10 holders.
  • The largest Tompkins Financial buyer in Q4 2017 was BlackRock, an estimated $3.42M added.
  • The largest Tompkins Financial seller in Q4 2017 was Fidelity Investments, an estimated $7.82M sold.

Based on aggregated 13F filings for Q4 2017.