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Tompkins Financial
143 hedge funds and large institutions have $567M invested in Tompkins Financial in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 49 reducing their positions, and 20 closing their positions.
New
Increased
Maintained
Reduced
Closed
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
1.32% less ownership
Funds ownership: 54.06% → 52.74% (-1.3%)
7% less funds holding
Funds holding: 153 → 143 (-10)
22% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 49
23% less capital invested
Capital invested by funds: $739M → $567M (-$172M)
40% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 20
Holders
143
Holders Change
-10
Holders Change %
-6.54%
% of All Funds
3.15%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
38
Reduced
49
Closed
20
Calls
$481K
Puts
–
Net Calls
+$481K
Net Calls Change
-$1.05M
Top Buyers
| 1 |
State Street
Boston,
Massachusetts
|
+$2.87M |
| 2 |
Goldman Sachs
New York
|
+$2.86M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$2.83M |
| 4 |
Geode Capital Management
Boston,
Massachusetts
|
+$1.52M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.47M |
Top Sellers
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
-$3.97M |
| 2 |
BlackRock
New York
|
-$3.77M |
| 3 |
Neuberger Berman Group
New York
|
-$3.41M |
| 4 |
Morgan Stanley
New York
|
-$2.58M |
| 5 |
JP Morgan Chase
New York
|
-$2.29M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ETS
151
ESL Trust Services
Rochester,
New York
| – | -$225K | -2,459 | Closed |
|
|
AB
152
Amalgamated Bank
New York
| – | -$223K | -2,439 | Closed |
|
|
PCA
153
Personal Capital Advisors
Redwood City,
California
| – | -$222K | -2,430 | Closed |
|
|
SCM
154
Shelton Capital Management
Denver,
Colorado
| – | -$211K | -2,307 | Closed |
|
|
SSA
155
Schonfeld Strategic Advisors
New York
| – | -$203K | -2,216 | Closed |
|
|
PI
156
PineBridge Investments
New York
| – | -$138K | -1,507 | Closed |
|
|
IUHSA
157
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| – | -$127K | -1,387 | Closed |
|
|
GDP
158
Great Diamond Partners
Portland,
Maine
| – | -$33K | -369 | Closed |
|
|
PA
159
PSI Advisors
Tampa,
Florida
| – | -$11K | -125 | Closed |
|
|
LFA
160
Lighthouse Financial Advisors
New Market,
Maryland
| – | -$8K | -98 | Closed |
|
161
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5K | -60 | Closed |
|
|
HGWM
162
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$3.56K | -43 | -96% |
|
|
OSAM
163
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$1K | -6 | Closed |
|