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Tompkins Financial

152 hedge funds and large institutions have $667M invested in Tompkins Financial in 2022 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 59 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 37

1.08% more ownership

Funds ownership: 62.34%63.42% (+1.1%)

2% more capital invested

Capital invested by funds: $653M → $667M (+$14.6M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 158152 (-6)

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

39% less call options, than puts

Call options by funds: $399K | Put options by funds: $654K

Holders
152
Holders Change
-6
Holders Change %
-3.8%
% of All Funds
2.62%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
59
Reduced
37
Closed
20
Calls
$399K
Puts
$654K
Net Calls
-$255K
Net Calls Change
-$255K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$151M +$3.86M +51,632 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$104M +$3.47M +46,434 +3%
State Street
3
State Street
Massachusetts
$94.7M -$701K -9,375 -0.7%
TF
4
Tompkins Financial
New York
$86.2M -$101K -1,346 -0.1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33.8M -$64.9K -868 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$17M +$914K +12,222 +5%
BTW
7
Boston Trust Walden
Massachusetts
$14.5M +$455K +6,080 +3%
Northern Trust
8
Northern Trust
Illinois
$11.1M +$84.3K +1,127 +0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$10.7M +$402K +5,374 +4%
Charles Schwab
10
Charles Schwab
California
$9.85M +$535K +7,146 +6%
Invesco
11
Invesco
Georgia
$8.34M +$549K +7,344 +7%
JGUA
12
John G. Ullman & Associates
New York
$8.29M -$87.5K -1,170 -1%
ProShare Advisors
13
ProShare Advisors
Maryland
$7.95M -$713K -9,535 -8%
Morgan Stanley
14
Morgan Stanley
New York
$7.71M +$1.34M +17,960 +20%
CPIA
15
Cornell Pochily Investment Advisors
New York
$7.62M -$2.69K -36 -0%
Principal Financial Group
16
Principal Financial Group
Iowa
$5.66M +$386K +5,157 +7%
Ameriprise
17
Ameriprise
Minnesota
$3.68M +$196K +2,625 +5%
N
18
Nuveen
North Carolina
$3.55M -$161K -2,156 -4%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$2.94M +$189K +2,528 +7%
American Century Companies
20
American Century Companies
Missouri
$2.86M +$1.11M +14,795 +60%
CBC
21
Coombe, Bender & Co
New York
$2.64M +$34K +454 +1%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.3M
Swiss National Bank
23
Swiss National Bank
Switzerland
$2.26M
Citadel Advisors
24
Citadel Advisors
Florida
$2.22M +$1.11M +14,888 +95%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.15M +$5.54K +74 +0.3%

TMP Hedge Fund Activity: Q3 2022 in Review

152 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q3 2022, worth a combined $667M — up 2.2% from $653M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of TMP and 15 opened new positions — a net loss of 5 holders — while 37 trimmed existing stakes and 59 added.

The largest buyer was BlackRock, adding an estimated $3.86M. The largest seller was Arjuna Capital, exiting entirely with an estimated $1.76M sold.

  • 152 institutional investors held Tompkins Financial (TMP) as of Q3 2022, down from 158 in Q2 2022.
  • Funds reported $667M of Tompkins Financial stock for Q3 2022, up 2.2% quarter-over-quarter.
  • 15 funds opened new Tompkins Financial positions in Q3 2022 and 20 closed out, a net change of -5 holders.
  • The largest Tompkins Financial buyer in Q3 2022 was BlackRock, an estimated $3.86M added.
  • The largest Tompkins Financial seller in Q3 2022 was Arjuna Capital, an estimated $1.76M sold.

Based on aggregated 13F filings for Q3 2022.