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Tompkins Financial
137 hedge funds and large institutions have $443M invested in Tompkins Financial in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 18 closing their positions.
New
Increased
Maintained
Reduced
Closed
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
0.07% less ownership
Funds ownership: 63.03% → 62.96% (-0.07%)
1% less funds holding
Funds holding: 139 → 137 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
13% less capital invested
Capital invested by funds: $509M → $443M (-$66.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Holders
137
Holders Change
-2
Holders Change %
-1.44%
% of All Funds
2.17%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
47
Reduced
44
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.97M |
| 2 |
Morgan Stanley
New York
|
+$1.33M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$1.09M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.02M |
| 5 |
Renaissance Technologies
New York
|
+$803K |
Top Sellers
| 1 |
BlackRock
New York
|
-$3.89M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.46M |
| 4 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$1.64M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$842K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$5.85K | -105 | Closed |
|
152
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -54 | Closed |
|
|
BTI
153
Blue Trust Inc
Alpharetta,
Georgia
| – | -$1K | -17 | Closed |
|
|
C
154
Covestor
London,
United Kingdom
| – | -$108 | -2 | -22% |
|