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Tompkins Financial

147 hedge funds and large institutions have $566M invested in Tompkins Financial in 2023 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 39 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,308% more call options, than puts

Call options by funds: $289K | Put options by funds: $12K

73% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 15

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

28% more capital invested

Capital invested by funds: $443M → $566M (+$123M)

7% more funds holding

Funds holding: 137147 (+10)

2.56% more ownership

Funds ownership: 62.96%65.51% (+2.6%)

24% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 51

Holders
147
Holders Change
+10
Holders Change %
+7.3%
% of All Funds
2.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
26
Increased
39
Reduced
51
Closed
15
Calls
$289K
Puts
$12K
Net Calls
+$277K
Net Calls Change
+$277K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$127M +$7.49M +137,936 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$84.6M +$2.41M +44,447 +3%
State Street
3
State Street
Massachusetts
$81.9M +$2.02M +37,198 +3%
TF
4
Tompkins Financial
New York
$71.1M +$994K +18,305 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$32M +$1.21M +22,252 +4%
Morgan Stanley
6
Morgan Stanley
New York
$19.5M +$11.1M +204,394 +171%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$17.2M +$591K +10,875 +4%
Charles Schwab
8
Charles Schwab
California
$9.86M +$513K +9,442 +6%
BTW
9
Boston Trust Walden
Massachusetts
$9.77M -$2.83M -52,150 -24%
Northern Trust
10
Northern Trust
Illinois
$8.28M -$3.64K -67 -0%
ProShare Advisors
11
ProShare Advisors
Maryland
$8.27M -$970K -17,854 -12%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$7.18M -$1.07M -19,777 -14%
CPIA
13
Cornell Pochily Investment Advisors
New York
$6.82M -$507K -9,328 -8%
American Century Companies
14
American Century Companies
Missouri
$5.99M -$50.5K -930 -0.9%
Principal Financial Group
15
Principal Financial Group
Iowa
$4.1M -$93.2K -1,716 -2%
Bank of America
16
Bank of America
North Carolina
$3.02M +$598K +11,014 +28%
State of New Jersey Common Pension Fund D
17
State of New Jersey Common Pension Fund D
New Jersey
$2.76M
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$2.53M +$55.8K +1,028 +3%
Ameriprise
19
Ameriprise
Minnesota
$2.35M -$141K -2,592 -6%
UBS Group
20
UBS Group
Switzerland
$2.28M +$591K +10,877 +40%
N
21
Nuveen
North Carolina
$2.24M +$20.5K +377 +1%
Invesco
22
Invesco
Georgia
$2.18M -$36.1K -665 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$2.12M -$58.7K -1,081 -3%
Goldman Sachs
24
Goldman Sachs
New York
$2.07M +$169K +3,114 +10%
Legal & General Group
25
Legal & General Group
United Kingdom
$2.04M +$25K +461 +1%