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Tompkins Financial

151 hedge funds and large institutions have $612M invested in Tompkins Financial in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 48 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $841K | Put options by funds: $79K

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

7% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 45

0.32% more ownership

Funds ownership: 63.37%63.69% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 153151 (-2)

36% less capital invested

Capital invested by funds: $962M → $612M (-$351M)

Holders
151
Holders Change
-2
Holders Change %
-1.31%
% of All Funds
2.41%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
15
Increased
48
Reduced
45
Closed
14
Calls
$841K
Puts
$79K
Net Calls
+$762K
Net Calls Change
+$522K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$135M -$5.55M -75,455 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$94.3M +$591K +8,030 +0.6%
State Street
3
State Street
Massachusetts
$87.8M +$2.22M +30,111 +2%
TF
4
Tompkins Financial
New York
$77.7M -$763K -10,374 -0.9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$31.8M +$1.06M +14,449 +3%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$16.9M +$749K +10,177 +4%
BTW
7
Boston Trust Walden
Massachusetts
$13.5M +$434K +5,905 +3%
Northern Trust
8
Northern Trust
Illinois
$9.85M -$153K -2,079 -1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$9.6M -$218K -2,965 -2%
Charles Schwab
10
Charles Schwab
California
$9.33M +$132K +1,799 +1%
ProShare Advisors
11
ProShare Advisors
Maryland
$8.43M +$1.16M +15,724 +14%
JGUA
12
John G. Ullman & Associates
New York
$7.9M +$427K +5,800 +5%
Invesco
13
Invesco
Georgia
$7.5M -$180K -2,452 -2%
CPIA
14
Cornell Pochily Investment Advisors
New York
$7.4M +$131K +1,781 +2%
Morgan Stanley
15
Morgan Stanley
New York
$5.8M +$213K +2,892 +3%
American Century Companies
16
American Century Companies
Missouri
$5.32M +$1.3M +17,683 +28%
Principal Financial Group
17
Principal Financial Group
Iowa
$5.23M -$129K -1,759 -2%
Ameriprise
18
Ameriprise
Minnesota
$3.14M -$90.8K -1,234 -3%
RhumbLine Advisers
19
RhumbLine Advisers
Massachusetts
$2.8M +$158K +2,149 +5%
Bank of America
20
Bank of America
North Carolina
$2.61M +$219K +2,974 +8%
N
21
Nuveen
North Carolina
$2.47M -$308K -4,193 -10%
CBC
22
Coombe, Bender & Co
New York
$2.21M +$83.8K +1,139 +4%
State of New Jersey Common Pension Fund D
23
State of New Jersey Common Pension Fund D
New Jersey
$2.03M +$206K +2,801 +10%
Legal & General Group
24
Legal & General Group
United Kingdom
$2.01M -$25.6K -348 -1%
UBS Group
25
UBS Group
Switzerland
$1.93M +$375K +5,102 +21%