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Tompkins Financial

151 hedge funds and large institutions have $612M invested in Tompkins Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 14 closing their positions.

Holders
151
Holders Change
-2
Holders Change %
-1.31%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
48
Reduced
45
Closed
14
Calls
$841K
Puts
$79K
Net Calls
+$762K
Net Calls Change
+$522K
Name Market Value Shares Shares
Change
Shares
Change %
PI
126
PEAK6 Investments
Illinois
$21.5K 325 +325 New
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6K 250
AF
128
Arrow Financial
New York
$15.9K 240
EARNEST Partners
129
EARNEST Partners
Georgia
$14K 212
VNA
130
Valley National Advisers
Pennsylvania
$14K 234
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$13.7K 207 +2 +1%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K 187 +3 +2%
AF
133
Advisornet Financial
Minnesota
$12K 181
HS
134
Horan Securities
United States
$11.9K 179
ST
135
Smithfield Trust
Pennsylvania
$5K 75
AAS
136
Ameritas Advisory Services
Nebraska
$4.82K 80 +80 New
AF
137
Allworth Financial
California
$4.64K 70
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$4.64K 70 +50 +250%
Bessemer Group
139
Bessemer Group
New Jersey
$4K 54 +54 New
MRCM
140
M&R Capital Management
New Jersey
$3.63K 54 +33 +157%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$3.58K 54 +54 New
BAM
142
Belpointe Asset Management
Nevada
$3.31K 50 +25 +100%
VCM
143
Versant Capital Management
Arizona
$2.82K 43
EWA
144
EverSource Wealth Advisors
Alabama
$1.52K 23 -17 -43%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1K 12 -7 -37%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$1K 21
C
147
Covestor
United Kingdom
$1K 9 +1 +13%
S
148
SignatureFD
Georgia
$927 14 -64 -82%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$555 8,384 +6 +0.1%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$530 8