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Tompkins Financial

139 hedge funds and large institutions have $590M invested in Tompkins Financial in 2020 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 43 increasing their positions, 43 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more capital invested

Capital invested by funds: $434M → $590M (+$156M)

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

4.75% more ownership

Funds ownership: 51.25%56% (+4.8%)

1% more funds holding

Funds holding: 137139 (+2)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 43

Holders
139
Holders Change
+2
Holders Change %
+1.46%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
15
Increased
43
Reduced
43
Closed
13
Calls
$353K
Puts
Net Calls
+$353K
Net Calls Change
+$353K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$141M +$5.78M +91,207 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$99.4M +$2.43M +38,289 +3%
State Street
3
State Street
Massachusetts
$89.5M +$51.9M +819,758 +183%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$35.7M -$858K -13,540 -3%
TF
5
Tompkins Financial
New York
$30.8M +$62.3K +984 +0.2%
Northern Trust
6
Northern Trust
Illinois
$18.9M -$523K -8,251 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$14.3M +$74K +1,169 +0.6%
BTW
8
Boston Trust Walden
Massachusetts
$13.5M -$103K -1,621 -0.8%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.9M -$98.9K -1,561 -1%
ProShare Advisors
10
ProShare Advisors
Maryland
$9.38M +$883K +13,934 +12%
CPIA
11
Cornell Pochily Investment Advisors
New York
$7.39M +$90.2K +1,424 +1%
JGUA
12
John G. Ullman & Associates
New York
$7.27M +$334K +5,275 +5%
Principal Financial Group
13
Principal Financial Group
Iowa
$6.52M +$365K +5,767 +7%
Charles Schwab
14
Charles Schwab
California
$6M +$59.4K +938 +1%
N
15
Nuveen
North Carolina
$4.85M +$9.75K +154 +0.2%
Renaissance Technologies
16
Renaissance Technologies
New York
$4.74M -$2.25M -35,465 -35%
Morgan Stanley
17
Morgan Stanley
New York
$4.41M +$782K +12,343 +25%
CG
18
Colony Group
Massachusetts
$4.39M -$1.23M -19,494 -24%
JP Morgan Chase
19
JP Morgan Chase
New York
$3.72M +$1.16M +18,358 +53%
Ameriprise
20
Ameriprise
Minnesota
$3.56M -$132K -2,081 -4%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$3.25M +$291K +4,591 +11%
Wells Fargo
22
Wells Fargo
California
$2.61M -$130K -2,054 -5%
Bank of America
23
Bank of America
North Carolina
$2.5M +$330K +5,204 +17%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.44M +$7.16K +113 +0.3%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$2.26M -$38K -600 -2%

TMP Hedge Fund Activity: Q4 2020 in Review

139 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q4 2020, worth a combined $590M — up 36% from $434M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new TMP positions and 13 closed out — a net gain of 2 holders — while 43 added to existing stakes and 43 trimmed.

The largest buyer was State Street, adding an estimated $51.9M. The largest seller was Invesco, cutting an estimated $10.2M.

  • 139 institutional investors held Tompkins Financial (TMP) as of Q4 2020, up from 137 in Q3 2020.
  • Funds reported $590M of Tompkins Financial stock for Q4 2020, up 36% quarter-over-quarter.
  • 15 funds opened new Tompkins Financial positions in Q4 2020 and 13 closed out, a net change of +2 holders.
  • The largest Tompkins Financial buyer in Q4 2020 was State Street, an estimated $51.9M added.
  • The largest Tompkins Financial seller in Q4 2020 was Invesco, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2020.