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Tompkins Financial

137 hedge funds and large institutions have $560M invested in Tompkins Financial in 2018 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 53 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 32

0% more funds holding

Funds holding: 137137 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 12

0.96% less ownership

Funds ownership: 49.4%48.44% (-0.96%)

8% less capital invested

Capital invested by funds: $611M → $560M (-$50.9M)

Holders
137
Holders Change
Holders Change %
0%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
12
Increased
53
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M +$3.52M +43,714 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$111M -$2.98M -37,086 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$40.2M +$513K +6,380 +1%
TF
4
Tompkins Financial
New York
$35.7M -$490K -6,093 -1%
State Street
5
State Street
Massachusetts
$27.6M +$280K +3,478 +1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$25M -$20.8M -258,643 -44%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14.2M +$128K +1,586 +0.9%
Northern Trust
8
Northern Trust
Illinois
$14.1M +$161K +1,996 +1%
BTW
9
Boston Trust Walden
Massachusetts
$13.9M +$2.53M +31,506 +21%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$8.71M +$401K +4,986 +5%
Renaissance Technologies
11
Renaissance Technologies
New York
$8.61M +$3.47M +43,130 +61%
CPIA
12
Cornell Pochily Investment Advisors
New York
$8.09M -$842K -10,466 -9%
Principal Financial Group
13
Principal Financial Group
Iowa
$7.18M +$181K +2,245 +2%
ProShare Advisors
14
ProShare Advisors
Maryland
$6.55M -$570K -7,083 -8%
Deutsche Bank
15
Deutsche Bank
Germany
$5.45M +$2.88M +35,779 +99%
Charles Schwab
16
Charles Schwab
California
$5.16M +$153K +1,901 +3%
Ameriprise
17
Ameriprise
Minnesota
$5.01M +$126K +1,566 +2%
Norges Bank
18
Norges Bank
Norway
$4.66M +$1.36M +16,880 +38%
WC
19
Whitney & Co
New York
$4.19M -$341K -4,240 -7%
JP Morgan Chase
20
JP Morgan Chase
New York
$3.93M -$361K -4,488 -8%
RHCA
21
Rosenthal Henry Capital Advisors
Indiana
$3.88M +$56.3K +700 +1%
Morgan Stanley
22
Morgan Stanley
New York
$3.1M -$158K -1,964 -5%
PPA
23
Parametric Portfolio Associates
Washington
$2.88M +$588K +7,311 +24%
TCIM
24
TIAA CREF Investment Management
New York
$2.71M +$60.1K +747 +2%
New York State Teachers Retirement System (NYSTRS)
25
New York State Teachers Retirement System (NYSTRS)
New York
$2.59M

TMP Hedge Fund Activity: Q1 2018 in Review

137 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q1 2018, worth a combined $560M — down 8.3% from $611M a quarter earlier.

Fund positioning in TMP was balanced in Q1 2018: 12 funds opened new positions, 12 closed out, 53 added to existing stakes and 32 trimmed.

The largest buyer was BlackRock, adding an estimated $3.52M. The largest seller was Fidelity Investments, cutting an estimated $20.8M.

  • 137 institutional investors held Tompkins Financial (TMP) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $560M of Tompkins Financial stock for Q1 2018, down 8.3% quarter-over-quarter.
  • 12 funds opened new Tompkins Financial positions in Q1 2018 and 12 closed out, a net change of 0 holders.
  • The largest Tompkins Financial buyer in Q1 2018 was BlackRock, an estimated $3.52M added.
  • The largest Tompkins Financial seller in Q1 2018 was Fidelity Investments, an estimated $20.8M sold.

Based on aggregated 13F filings for Q1 2018.