Tompkins Financial
138 hedge funds and large institutions have $496M invested in Tompkins Financial in 2020 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 40 increasing their positions, 43 reducing their positions, and 18 closing their positions.
7% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 43
1.32% less ownership
Funds ownership: 52.74% → 51.42% (-1.3%)
3% less funds holding
Funds holding: 143 → 138 (-5)
12% less capital invested
Capital invested by funds: $567M → $496M (-$70.7M)
22% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 18
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $349K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
+$4.16M |
| 2 |
State Street
Boston,
Massachusetts
|
+$2.28M |
| 3 |
WG
Winton Group
London,
United Kingdom
|
+$1.04M |
| 4 |
BTW
Boston Trust Walden
Boston,
Massachusetts
|
+$976K |
| 5 |
Millennium Management
New York
|
+$808K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$4.86M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$4.08M |
| 3 |
Renaissance Technologies
New York
|
-$2.92M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.66M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$2.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PA
151
Parallel Advisors
San Francisco,
California
| – | -$2K | -29 | Closed |
|
|
PMFA
152
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$2K | -29 | Closed |
|
153
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$1K | -19 | Closed |
|
|
LC
154
Lindbrook Capital
Calabasas,
California
| – | -$1K | -14 | Closed |
|
|
OSAM
155
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | +$391 | +6 | New |
|
TMP Hedge Fund Activity: Q2 2020 in Review
138 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q2 2020, worth a combined $496M — down 12% from $567M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of TMP and 14 opened new positions — a net loss of 4 holders — while 43 trimmed existing stakes and 40 added.
The largest buyer was John G. Ullman & Associates, opening a new position worth an estimated $4.16M. The largest seller was Invesco, cutting an estimated $4.86M.
- 138 institutional investors held Tompkins Financial (TMP) as of Q2 2020, down from 143 in Q1 2020.
- Funds reported $496M of Tompkins Financial stock for Q2 2020, down 12% quarter-over-quarter.
- 14 funds opened new Tompkins Financial positions in Q2 2020 and 18 closed out, a net change of -4 holders.
- The largest Tompkins Financial buyer in Q2 2020 was John G. Ullman & Associates, an estimated $4.16M added.
- The largest Tompkins Financial seller in Q2 2020 was Invesco, an estimated $4.86M sold.
Based on aggregated 13F filings for Q2 2020.