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Tompkins Financial

153 hedge funds and large institutions have $739M invested in Tompkins Financial in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

19% more capital invested

Capital invested by funds: $623M → $739M (+$116M)

10% more funds holding

Funds holding: 139153 (+14)

3.22% more ownership

Funds ownership: 50.84%54.06% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
153
Holders Change
+14
Holders Change %
+10.07%
% of All Funds
3.01%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
36
Reduced
51
Closed
8
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$295K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$184M +$1.6M +18,544 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$136M +$941K +10,887 +0.7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$48.8M -$2.23M -25,750 -5%
TF
4
Tompkins Financial
New York
$41.4M -$1.16M -13,470 -3%
State Street
5
State Street
Massachusetts
$37.4M +$335K +3,875 +1%
Northern Trust
6
Northern Trust
Illinois
$26M -$498K -5,758 -2%
Invesco
7
Invesco
Georgia
$19.6M +$17.6M +203,295 +1,809%
Renaissance Technologies
8
Renaissance Technologies
New York
$17.4M -$2.24M -25,930 -12%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16M +$343K +3,962 +2%
BTW
10
Boston Trust Walden
Massachusetts
$15.2M +$259K +2,994 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$15.1M -$1.25M -14,425 -8%
ProShare Advisors
12
ProShare Advisors
Maryland
$13.3M +$188K +2,180 +2%
CG
13
Colony Group
Massachusetts
$10.1M +$9.56M +110,608 New
N
14
Nuveen
North Carolina
$9.68M -$125K -1,449 -1%
CPIA
15
Cornell Pochily Investment Advisors
New York
$9.62M -$232K -2,682 -2%
Principal Financial Group
16
Principal Financial Group
Iowa
$8.86M -$74.1K -857 -0.9%
Charles Schwab
17
Charles Schwab
California
$7.28M +$78.9K +913 +1%
Morgan Stanley
18
Morgan Stanley
New York
$6.72M +$1.63M +18,815 +34%
JP Morgan Chase
19
JP Morgan Chase
New York
$6.7M +$1.58M +18,269 +33%
Ameriprise
20
Ameriprise
Minnesota
$5.74M -$232K -2,680 -4%
UBS Group
21
UBS Group
Switzerland
$4.34M +$2.36M +27,278 +136%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$4.24M +$153K +1,771 +4%
PPA
23
Parametric Portfolio Associates
Washington
$3.91M -$58.6K -678 -2%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$3.41M +$3.22M +37,292 New
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$3.13M +$25.9K +300 +0.9%

TMP Hedge Fund Activity: Q4 2019 in Review

153 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q4 2019, worth a combined $739M — up 19% from $623M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TMP positions and 8 closed out — a net gain of 14 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Invesco, adding an estimated $17.6M. The largest seller was Renaissance Technologies, cutting an estimated $2.24M.

  • 153 institutional investors held Tompkins Financial (TMP) as of Q4 2019, up from 139 in Q3 2019.
  • Funds reported $739M of Tompkins Financial stock for Q4 2019, up 19% quarter-over-quarter.
  • 22 funds opened new Tompkins Financial positions in Q4 2019 and 8 closed out, a net change of +14 holders.
  • The largest Tompkins Financial buyer in Q4 2019 was Invesco, an estimated $17.6M added.
  • The largest Tompkins Financial seller in Q4 2019 was Renaissance Technologies, an estimated $2.24M sold.

Based on aggregated 13F filings for Q4 2019.