We are live on ! Find out more
TMP icon

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.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $841K | Put options by funds: $79K

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.32% more ownership

Funds ownership: 63.37%63.69% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 153151 (-2)

36% less capital invested

Capital invested by funds: $962M → $612M (-$351M)

Holders
151
Holders Change
-2
Holders Change %
-1.31%
% of All Funds
2.41%
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 Holding Trade Value Shares
Change
Change in
Stake
PI
126
PEAK6 Investments
Illinois
$21.5K +$23.9K +325 New
LWCFA
127
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$16.6K
AF
128
Arrow Financial
New York
$15.9K
EARNEST Partners
129
EARNEST Partners
Georgia
$14K
VNA
130
Valley National Advisers
Pennsylvania
$14K
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$13.7K +$147 +2 +1%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K +$221 +3 +2%
AF
133
Advisornet Financial
Minnesota
$12K
HS
134
Horan Securities
United States
$11.9K
ST
135
Smithfield Trust
Pennsylvania
$5K
AAS
136
Ameritas Advisory Services
Nebraska
$4.82K +$5.88K +80 New
AF
137
Allworth Financial
California
$4.63K
Fifth Third Bancorp
138
Fifth Third Bancorp
Ohio
$4.63K +$3.68K +50 +250%
Bessemer Group
139
Bessemer Group
New Jersey
$4K +$3.97K +54 New
MRCM
140
M&R Capital Management
New Jersey
$3.63K +$2.43K +33 +157%
MPWT
141
MassMutual Private Wealth & Trust
Connecticut
$3.58K +$3.97K +54 New
BAM
142
Belpointe Asset Management
Nevada
$3.31K +$1.84K +25 +100%
VCM
143
Versant Capital Management
Arizona
$2.82K
EWA
144
EverSource Wealth Advisors
Alabama
$1.52K -$1.25K -17 -43%
Carson Wealth (CWM LLC)
145
Carson Wealth (CWM LLC)
Nebraska
$1K -$515 -7 -37%
Nisa Investment Advisors
146
Nisa Investment Advisors
Missouri
$1K
C
147
Covestor
United Kingdom
$1K +$74 +1 +13%
S
148
SignatureFD
Georgia
$927 -$4.71K -64 -82%
Commonwealth Equity Services
149
Commonwealth Equity Services
Massachusetts
$555 +$441 +6 +0.1%
FMII
150
Farmers & Merchants Investments Inc
Nebraska
$530