Tompkins Financial
137 hedge funds and large institutions have $443M invested in Tompkins Financial in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 47 increasing their positions, 44 reducing their positions, and 18 closing their positions.
7% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 44
0.07% less ownership
Funds ownership: 63.03% → 62.96% (-0.07%)
1% less funds holding
Funds holding: 139 → 137 (-2)
11% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 18
13% less capital invested
Capital invested by funds: $509M → $443M (-$66.4M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
+$1.97M |
| 2 |
Morgan Stanley
New York
|
+$1.33M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$1.09M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$1.02M |
| 5 |
Renaissance Technologies
New York
|
+$803K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$3.89M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$3.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
-$2.46M |
| 4 |
JGUA
John G. Ullman & Associates
Corning,
New York
|
-$1.64M |
| 5 |
WG
Winton Group
London,
United Kingdom
|
-$842K |
TMP Hedge Fund Activity: Q3 2023 in Review
137 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q3 2023, worth a combined $443M — down 13% from $509M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of TMP and 16 opened new positions — a net loss of 2 holders — while 44 trimmed existing stakes and 47 added.
The largest buyer was Wealth Enhancement Advisory Services, opening a new position worth an estimated $1.97M. The largest seller was BlackRock, cutting an estimated $3.89M.
- 137 institutional investors held Tompkins Financial (TMP) as of Q3 2023, down from 139 in Q2 2023.
- Funds reported $443M of Tompkins Financial stock for Q3 2023, down 13% quarter-over-quarter.
- 16 funds opened new Tompkins Financial positions in Q3 2023 and 18 closed out, a net change of -2 holders.
- The largest Tompkins Financial buyer in Q3 2023 was Wealth Enhancement Advisory Services, an estimated $1.97M added.
- The largest Tompkins Financial seller in Q3 2023 was BlackRock, an estimated $3.89M sold.
Based on aggregated 13F filings for Q3 2023.