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Tompkins Financial

139 hedge funds and large institutions have $509M invested in Tompkins Financial in 2023 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 41 increasing their positions, 52 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.66% less ownership

Funds ownership: 63.69%63.03% (-0.66%)

8% less funds holding

Funds holding: 151139 (-12)

17% less capital invested

Capital invested by funds: $612M → $509M (-$102M)

21% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 52

55% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 20

Holders
139
Holders Change
-12
Holders Change %
-7.95%
% of All Funds
2.18%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
9
Increased
41
Reduced
52
Closed
20
Calls
$446K
Puts
Net Calls
+$446K
Net Calls Change
-$316K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$113M -$620K -10,791 -0.5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$78.2M -$1.09M -18,914 -1%
State Street
3
State Street
Massachusetts
$73.6M -$337K -5,855 -0.4%
TF
4
Tompkins Financial
New York
$64.8M -$666K -11,582 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.3M +$530K +9,221 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.7M +$524K +9,112 +4%
BTW
7
Boston Trust Walden
Massachusetts
$11.7M +$344K +5,982 +3%
Charles Schwab
8
Charles Schwab
California
$8.13M +$295K +5,135 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$8.06M -$13.7K -239 -0.2%
Northern Trust
10
Northern Trust
Illinois
$7.62M -$688K -11,968 -8%
ProShare Advisors
11
ProShare Advisors
Maryland
$7.52M +$446K +7,768 +6%
CPIA
12
Cornell Pochily Investment Advisors
New York
$6.85M +$643K +11,187 +10%
Invesco
13
Invesco
Georgia
$5.95M -$366K -6,372 -6%
Morgan Stanley
14
Morgan Stanley
New York
$5.3M +$430K +7,477 +9%
American Century Companies
15
American Century Companies
Missouri
$5.09M +$581K +10,103 +12%
Principal Financial Group
16
Principal Financial Group
Iowa
$4.09M -$324K -5,633 -7%
JGUA
17
John G. Ullman & Associates
New York
$3.88M -$2.86M -49,683 -42%
State of New Jersey Common Pension Fund D
18
State of New Jersey Common Pension Fund D
New Jersey
$2.55M +$868K +15,109 +49%
Ameriprise
19
Ameriprise
Minnesota
$2.48M -$168K -2,919 -6%
RhumbLine Advisers
20
RhumbLine Advisers
Massachusetts
$2.31M -$46.6K -810 -2%
N
21
Nuveen
North Carolina
$2.08M
Bank of America
22
Bank of America
North Carolina
$1.97M -$232K -4,028 -10%
CBC
23
Coombe, Bender & Co
New York
$1.89M +$38.4K +668 +2%
UBS Group
24
UBS Group
Switzerland
$1.89M +$271K +4,722 +16%
Legal & General Group
25
Legal & General Group
United Kingdom
$1.82M +$132K +2,296 +8%