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Tompkins Financial

137 hedge funds and large institutions have $619M invested in Tompkins Financial in 2019 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 52 increasing their positions, 33 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 33

11% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 9

5% more capital invested

Capital invested by funds: $590M → $619M (+$29.4M)

0.08% more ownership

Funds ownership: 50.58%50.66% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 138137 (-1)

Holders
137
Holders Change
-1
Holders Change %
-0.72%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
10
Increased
52
Reduced
33
Closed
9
Calls
$1.26M
Puts
Net Calls
+$1.26M
Net Calls Change
+$10K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$160M +$106K +1,333 +0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$121M -$710K -8,949 -0.6%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$45.8M -$106K -1,335 -0.2%
TF
4
Tompkins Financial
New York
$38.6M -$397K -5,007 -1%
State Street
5
State Street
Massachusetts
$33M +$788K +9,933 +3%
Northern Trust
6
Northern Trust
Illinois
$23.4M +$305K +3,851 +1%
Renaissance Technologies
7
Renaissance Technologies
New York
$17.4M +$1.98M +24,930 +13%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$15M -$650K -8,197 -4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$13.9M +$963K +12,147 +8%
BTW
10
Boston Trust Walden
Massachusetts
$13.2M -$176K -2,222 -1%
ProShare Advisors
11
ProShare Advisors
Maryland
$11.7M +$1.89M +23,870 +20%
N
12
Nuveen
North Carolina
$8.39M +$8.15M +102,790 New
Principal Financial Group
13
Principal Financial Group
Iowa
$8.12M -$16.3K -206 -0.2%
Charles Schwab
14
Charles Schwab
California
$6.28M +$136K +1,712 +2%
Ameriprise
15
Ameriprise
Minnesota
$5.5M -$96.7K -1,219 -2%
Morgan Stanley
16
Morgan Stanley
New York
$5.45M +$2.42M +30,498 +84%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.29M +$297K +3,740 +8%
HCM
18
Harvest Capital Management
New Hampshire
$3.91M
RHCA
19
Rosenthal Henry Capital Advisors
Indiana
$3.73M
PPA
20
Parametric Portfolio Associates
Washington
$3.51M +$16.8K +212 +0.5%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$3.42M +$84K +1,059 +3%
New York State Teachers Retirement System (NYSTRS)
22
New York State Teachers Retirement System (NYSTRS)
New York
$2.79M
Legal & General Group
23
Legal & General Group
United Kingdom
$2.42M -$9.2K -116 -0.4%
Wells Fargo
24
Wells Fargo
California
$2.39M -$168K -2,121 -7%
WC
25
Whitney & Co
New York
$2.39M -$60K -757 -3%

TMP Hedge Fund Activity: Q2 2019 in Review

137 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q2 2019, worth a combined $619M — up 5% from $590M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new TMP positions and 9 closed out — a net gain of 1 holder — while 52 added to existing stakes and 33 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $8.15M. The largest seller was Invesco, cutting an estimated $13.8M.

  • 137 institutional investors held Tompkins Financial (TMP) as of Q2 2019, down from 138 in Q1 2019.
  • Funds reported $619M of Tompkins Financial stock for Q2 2019, up 5% quarter-over-quarter.
  • 10 funds opened new Tompkins Financial positions in Q2 2019 and 9 closed out, a net change of +1 holder.
  • The largest Tompkins Financial buyer in Q2 2019 was Nuveen, an estimated $8.15M added.
  • The largest Tompkins Financial seller in Q2 2019 was Invesco, an estimated $13.8M sold.

Based on aggregated 13F filings for Q2 2019.