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
AF
126
Allworth Financial
California
$25.8K +$4.83K +89 +26%
GI
127
GAMMA Investing
California
$18.6K +$20.4K +376 New
Ohio Public Employees Retirement System (OPERS)
128
Ohio Public Employees Retirement System (OPERS)
Ohio
$14.1K +$1.09K +20 +9%
VNA
129
Valley National Advisers
Pennsylvania
$14K
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$14K +$6.52K +120 +114%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$12.9K +$163 +3 +1%
MRCM
132
M&R Capital Management
New Jersey
$12.7K +$1.96K +36 +21%
BC
133
Broadwater Capital
Massachusetts
$12K +$10.9K +200 New
AF
134
Advisornet Financial
Minnesota
$10.9K
Simplex Trading
135
Simplex Trading
Illinois
$6K +$6.3K +116 New
LC
136
Lindbrook Capital
California
$5.66K +$869 +16 +21%
ST
137
Smithfield Trust
Pennsylvania
$5K
EWA
138
EverSource Wealth Advisors
Alabama
$1.99K +$1.79K +33 New
VCM
139
Versant Capital Management
Arizona
$1.08K -$1.36K -25 -58%
AW
140
Avion Wealth
Texas
$1K +$489 +9 New
PA
141
Parallel Advisors
California
$975
PWMG
142
Private Wealth Management Group
New Jersey
$723 +$652 +12 New
PFBT
143
Parkside Financial Bank & Trust
Missouri
$482 -$760 -14 -64%
AWM
144
Abound Wealth Management
Tennessee
$482
FMII
145
Farmers & Merchants Investments Inc
Nebraska
$482
Renaissance Technologies
146
Renaissance Technologies
New York
-$957K -19,530 Closed
CWM
147
Cadence Wealth Management
Massachusetts
-$712K -14,539 Closed
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
-$599K -12,236 Closed
Millennium Management
149
Millennium Management
New York
-$511K -10,425 Closed
COPPSERS
150
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
-$409K -8,354 Closed