We are live on ! Find out more
TMP icon

Tompkins Financial

177 hedge funds and large institutions have $643M invested in Tompkins Financial in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 55 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 9

20% more capital invested

Capital invested by funds: $536M → $643M (+$107M)

13% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 55

12% more funds holding

Funds holding: 158177 (+19)

1.49% more ownership

Funds ownership: 64.37%65.86% (+1.5%)

1% more call options, than puts

Call options by funds: $1.04M | Put options by funds: $1.03M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
177
Holders Change
+19
Holders Change %
+12.03%
% of All Funds
2.33%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
30
Increased
62
Reduced
55
Closed
9
Calls
$1.04M
Puts
$1.03M
Net Calls
+$14K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$136M +$1.66M +24,022 +1%
State Street
2
State Street
Massachusetts
$88.8M +$773K +11,154 +0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$88.6M +$289K +4,173 +0.3%
TF
4
Tompkins Financial
New York
$77.4M -$775K -11,177 -1%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$40.5M -$81.4K -1,175 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$19.8M -$7.55K -109 -0%
Morgan Stanley
7
Morgan Stanley
New York
$12.9M +$1.52M +21,940 +13%
Northern Trust
8
Northern Trust
Illinois
$9.9M +$242K +3,492 +2%
Charles Schwab
9
Charles Schwab
California
$9.22M -$869K -12,540 -8%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$9.2M +$1.58M +22,851 +20%
American Century Companies
11
American Century Companies
Missouri
$8.39M +$2.86M +41,329 +50%
CPIA
12
Cornell Pochily Investment Advisors
New York
$8.32M +$1.07M +15,500 +14%
Hotchkis & Wiley Capital Management
13
Hotchkis & Wiley Capital Management
California
$7.6M -$215K -3,100 -3%
JP Morgan Chase
14
JP Morgan Chase
New York
$7.44M +$3.28M +47,382 +76%
ProShare Advisors
15
ProShare Advisors
Maryland
$7.04M -$1.44M -20,813 -17%
Goldman Sachs
16
Goldman Sachs
New York
$6.02M -$495K -7,150 -7%
JGUA
17
John G. Ullman & Associates
New York
$5.97M -$2.27M -32,700 -27%
Principal Financial Group
18
Principal Financial Group
Iowa
$4.12M +$115K +1,660 +3%
Invesco
19
Invesco
Georgia
$3.61M +$163K +2,347 +5%
Ameriprise
20
Ameriprise
Minnesota
$3.2M -$59K -852 -2%
UBS Group
21
UBS Group
Switzerland
$3.1M +$570K +8,220 +22%
Bank of America
22
Bank of America
North Carolina
$3.09M -$102K -1,473 -3%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$2.74M +$2.8M +40,442 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$2.57M -$95.6K -1,379 -4%
N
25
Nuveen
North Carolina
$2.55M -$67.3K -971 -3%