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Tompkins Financial

147 hedge funds and large institutions have $465M invested in Tompkins Financial in 2024 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

371% more call options, than puts

Call options by funds: $734K | Put options by funds: $156K

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

0% more funds holding

Funds holding: 147147 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1.32% less ownership

Funds ownership: 65.51%64.19% (-1.3%)

17% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 48

18% less capital invested

Capital invested by funds: $566M → $465M (-$101M)

Holders
147
Holders Change
Holders Change %
0%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
21
Increased
40
Reduced
48
Closed
20
Calls
$734K
Puts
$156K
Net Calls
+$578K
Net Calls Change
+$301K
Name Holding Trade Value Shares
Change
Change in
Stake
VNA
126
Valley National Advisers
Pennsylvania
$11K
MRCM
127
M&R Capital Management
New Jersey
$10.9K +$254 +5 +2%
BC
128
Broadwater Capital
Massachusetts
$10.1K
AF
129
Advisornet Financial
Minnesota
$9.1K
S
130
SignatureFD
Georgia
$8.1K -$16.7K -329 -67%
CFD
131
Creative Financial Designs
Indiana
$4.17K +$4.21K +83 New
Simplex Trading
132
Simplex Trading
Illinois
$4K -$1.78K -35 -30%
ST
133
Smithfield Trust
Pennsylvania
$4K
EWA
134
EverSource Wealth Advisors
Alabama
$2.73K +$1.47K +29 +88%
HNB
135
Huntington National Bank
Ohio
$2.56K +$2.59K +51 New
LC
136
Lindbrook Capital
California
$2.21K -$2.54K -50 -53%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$1.51K +$1.52K +30 New
VCM
138
Versant Capital Management
Arizona
$905
PWMG
139
Private Wealth Management Group
New Jersey
$604
Citadel Advisors
140
Citadel Advisors
Florida
$603 +$609 +12 New
AWM
141
Abound Wealth Management
Tennessee
$403
PFBT
142
Parkside Financial Bank & Trust
Missouri
$403
FMII
143
Farmers & Merchants Investments Inc
Nebraska
$402
CA
144
CoreCap Advisors
Michigan
$262 +$254 +5 New
FFA
145
Farther Finance Advisors
California
$196 +$203 +4 New
AWM
146
Avior Wealth Management
Nebraska
$100 +$101 +2 New
BTW
147
Boston Trust Walden
Massachusetts
-$9.77M -162,182 Closed
Jane Street
148
Jane Street
New York
-$703K -11,668 Closed
EC
149
Elequin Capital
New York
-$507K -8,415 Closed
Creative Planning
150
Creative Planning
Kansas
-$429K -7,121 Closed