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Tompkins Financial

142 hedge funds and large institutions have $698M invested in Tompkins Financial in 2021 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 49 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $590M → $698M (+$107M)

2% more funds holding

Funds holding: 139142 (+3)

0.39% more ownership

Funds ownership: 56%56.4% (+0.39%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

12% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 49

Holders
142
Holders Change
+3
Holders Change %
+2.16%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
43
Reduced
49
Closed
11
Calls
$1.99M
Puts
Net Calls
+$1.99M
Net Calls Change
+$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
SWA
126
Sutton Wealth Advisors
Florida
$14.7K
CFN
127
Cordasco Financial Network
Florida
$14K +$10.8K +137 +507%
Osaic Holdings
128
Osaic Holdings
Arizona
$13K -$38.9K -494 -76%
GAM
129
Gemmer Asset Management
California
$13K
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$9K +$8.27K +105 New
S
131
SignatureFD
Georgia
$8K +$473 +6 +7%
VCM
132
Versant Capital Management
Arizona
$7K +$4.02K +51 +159%
AIC
133
Ameritas Investment Company
Nebraska
$6.62K +$6.3K +80 New
ST
134
Smithfield Trust
Pennsylvania
$6K
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$6K +$5.83K +74 New
AssetMark Inc
136
AssetMark Inc
California
$5K +$315 +4 +6%
EVM
137
Eaton Vance Management
Massachusetts
$5K +$4.88K +62 New
MAM
138
Meeder Asset Management
Ohio
$4K
SL
139
Savior LLC
Massachusetts
$2K
AIG
140
American International Group
New York
$774 -$6.62K -84 -0.9%
Marshall Wace
141
Marshall Wace
United Kingdom
-$815K -11,537 Closed
MSA
142
Mason Street Advisors
Wisconsin
-$318K -4,510 Closed
Acadian Asset Management
143
Acadian Asset Management
Massachusetts
-$313K -4,428 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
-$343K -4,354 Closed
Jane Street
145
Jane Street
New York
-$232K -3,288 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
146
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$70K -989 Closed
LWCFA
147
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$18K -250 Closed
VRM
148
Vectors Research Management
New York
-$13K -190 Closed
FTDI
149
First Trust Direct Indexing
Massachusetts
-$6K -82 Closed
VCG
150
Vantage Consulting Group
Virginia
-$4K -52 Closed

TMP Hedge Fund Activity: Q1 2021 in Review

142 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q1 2021, worth a combined $698M — up 18% from $590M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TMP positions and 11 closed out — a net gain of 4 holders — while 43 added to existing stakes and 49 trimmed.

The largest buyer was BlackRock, adding an estimated $7.91M. The largest seller was Northern Trust, cutting an estimated $4.4M.

  • 142 institutional investors held Tompkins Financial (TMP) as of Q1 2021, up from 139 in Q4 2020.
  • Funds reported $698M of Tompkins Financial stock for Q1 2021, up 18% quarter-over-quarter.
  • 15 funds opened new Tompkins Financial positions in Q1 2021 and 11 closed out, a net change of +4 holders.
  • The largest Tompkins Financial buyer in Q1 2021 was BlackRock, an estimated $7.91M added.
  • The largest Tompkins Financial seller in Q1 2021 was Northern Trust, an estimated $4.4M sold.

Based on aggregated 13F filings for Q1 2021.