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Tompkins Financial

153 hedge funds and large institutions have $962M invested in Tompkins Financial in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more call options, than puts

Call options by funds: $566K | Put options by funds: $326K

44% more capital invested

Capital invested by funds: $667M → $962M (+$295M)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 152153 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.05% less ownership

Funds ownership: 63.42%63.37% (-0.05%)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
153
Holders Change
+1
Holders Change %
+0.66%
% of All Funds
2.46%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
12
Increased
43
Reduced
50
Closed
10
Calls
$566K
Puts
$326K
Net Calls
+$240K
Net Calls Change
+$495K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1
Arete Wealth Advisors
Illinois
$287M
BlackRock
2
BlackRock
New York
$165M +$3.23M +40,552 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$110M -$852K -10,697 -0.7%
State Street
4
State Street
Massachusetts
$101M -$607K -7,615 -0.6%
TF
5
Tompkins Financial
New York
$91.9M -$165K -2,077 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$19M +$782K +9,809 +4%
BTW
7
Boston Trust Walden
Massachusetts
$15.4M -$81K -1,017 -0.5%
Northern Trust
8
Northern Trust
Illinois
$11.7M -$170K -2,134 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$11.5M +$75.6K +949 +0.6%
Charles Schwab
10
Charles Schwab
California
$10.8M +$276K +3,470 +3%
Invesco
11
Invesco
Georgia
$8.97M +$61.5K +772 +0.7%
JGUA
12
John G. Ullman & Associates
New York
$8.81M -$46.9K -589 -0.5%
ProShare Advisors
13
ProShare Advisors
Maryland
$8.66M +$168K +2,108 +2%
CPIA
14
Cornell Pochily Investment Advisors
New York
$8.53M +$401K +5,036 +5%
Morgan Stanley
15
Morgan Stanley
New York
$6.57M -$1.71M -21,411 -20%
Principal Financial Group
16
Principal Financial Group
Iowa
$6.27M +$224K +2,815 +4%
American Century Companies
17
American Century Companies
Missouri
$4.93M +$1.93M +24,199 +62%
Ameriprise
18
Ameriprise
Minnesota
$3.77M -$164K -2,062 -4%
N
19
Nuveen
North Carolina
$3.22M -$589K -7,396 -15%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$3.12M -$26.3K -330 -0.8%
Bank of America
21
Bank of America
North Carolina
$2.82M +$610K +7,661 +27%
CBC
22
Coombe, Bender & Co
New York
$2.5M -$332K -4,161 -11%
Swiss National Bank
23
Swiss National Bank
Switzerland
$2.44M +$31.9K +400 +1%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.38M +$91.1K +1,144 +4%
State of New Jersey Common Pension Fund D
25
State of New Jersey Common Pension Fund D
New Jersey
$2.16M -$300K -3,770 -12%