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Tompkins Financial

149 hedge funds and large institutions have $452M invested in Tompkins Financial in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 49 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $929K | Put options by funds: $455K

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 147149 (+2)

0.01% more ownership

Funds ownership: 64.19%64.21% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less capital invested

Capital invested by funds: $465M → $452M (-$12.9M)

8% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 49

Holders
149
Holders Change
+2
Holders Change %
+1.36%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
26
Increased
45
Reduced
49
Closed
21
Calls
$929K
Puts
$455K
Net Calls
+$474K
Net Calls Change
-$104K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$95.9M -$3.46M -75,092 -4%
State Street
2
State Street
Massachusetts
$64.7M -$3.05M -66,137 -5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.8M -$2.28M -49,565 -4%
TF
4
Tompkins Financial
New York
$57.8M +$98.3K +2,133 +0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$27.9M +$1.6M +34,752 +6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$14.2M -$32.5K -706 -0.2%
Charles Schwab
7
Charles Schwab
California
$7.96M -$543K -11,795 -7%
Northern Trust
8
Northern Trust
Illinois
$6.94M +$477K +10,361 +8%
Morgan Stanley
9
Morgan Stanley
New York
$6.84M -$739K -16,053 -10%
Hotchkis & Wiley Capital Management
10
Hotchkis & Wiley Capital Management
California
$6.57M +$926K +20,100 +18%
ProShare Advisors
11
ProShare Advisors
Maryland
$6.45M -$1.11M -24,003 -15%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.18M +$513K +11,140 +10%
JGUA
13
John G. Ullman & Associates
New York
$6.05M +$1.01M +21,862 +21%
CPIA
14
Cornell Pochily Investment Advisors
New York
$5.32M -$178K -3,855 -3%
Goldman Sachs
15
Goldman Sachs
New York
$3.87M +$2.01M +43,674 +123%
American Century Companies
16
American Century Companies
Missouri
$3.8M -$847K -18,393 -19%
Principal Financial Group
17
Principal Financial Group
Iowa
$3.02M -$156K -3,388 -5%
Invesco
18
Invesco
Georgia
$2.81M +$35K +759 +1%
Ameriprise
19
Ameriprise
Minnesota
$2.5M +$49.2K +1,069 +2%
D.E. Shaw & Co
20
D.E. Shaw & Co
New York
$2.45M +$1.24M +26,844 +115%
Bank of America
21
Bank of America
North Carolina
$2.39M +$179K +3,891 +9%
State of New Jersey Common Pension Fund D
22
State of New Jersey Common Pension Fund D
New Jersey
$2.02M -$768K -16,680 -29%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$1.99M -$70.2K -1,523 -4%
Two Sigma Investments
24
Two Sigma Investments
New York
$1.88M +$726K +15,765 +69%
N
25
Nuveen
North Carolina
$1.82M

TMP Hedge Fund Activity: Q2 2024 in Review

149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Tompkins Financial (TMP) for Q2 2024, worth a combined $452M — down 2.8% from $465M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new TMP positions and 21 closed out — a net gain of 5 holders — while 45 added to existing stakes and 49 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $2.01M. The largest seller was BlackRock, cutting an estimated $3.46M.

  • 149 institutional investors held Tompkins Financial (TMP) as of Q2 2024, up from 147 in Q1 2024.
  • Funds reported $452M of Tompkins Financial stock for Q2 2024, down 2.8% quarter-over-quarter.
  • 26 funds opened new Tompkins Financial positions in Q2 2024 and 21 closed out, a net change of +5 holders.
  • The largest Tompkins Financial buyer in Q2 2024 was Goldman Sachs, an estimated $2.01M added.
  • The largest Tompkins Financial seller in Q2 2024 was BlackRock, an estimated $3.46M sold.

Based on aggregated 13F filings for Q2 2024.