Bank Of The James
BOTJ
25 hedge funds and large institutions have $12M invested in Bank Of The James in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.
100% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 3
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
9% more funds holding
Funds holding: 23 → 25 (+2)
3.12% less ownership
Funds ownership: 24.95% → 21.84% (-3.1%)
19% less capital invested
Capital invested by funds: $14.9M → $12M (-$2.86M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
+$984K |
| 2 |
BCM
BHZ Capital Management
San Jose,
California
|
+$139K |
| 3 |
Renaissance Technologies
New York
|
+$123K |
| 4 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$77.3K |
| 5 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
+$2.16K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Raffles Associates
New York
|
-$253K |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
-$174K |
| 3 |
MCM
Maltese Capital Management
New York
|
-$91.2K |
| 4 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$57.4K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$14.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RA
26
Raffles Associates
New York
| – | -$253K | -20,000 | Closed |
|
|
27
Truist Financial
Charlotte,
North Carolina
| – | -$174K | -13,785 | Closed |
|
|
SWM
28
Selective Wealth Management
Forest,
Virginia
| – | -$4K | -338 | Closed |
|
BOTJ Hedge Fund Activity: Q4 2022 in Review
25 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q4 2022, worth a combined $12M — down 19% from $14.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new BOTJ positions and 3 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Krilogy Financial, opening a new position worth an estimated $984K. The largest seller was Raffles Associates, exiting entirely with an estimated $253K sold.
- 25 institutional investors held Bank Of The James (BOTJ) as of Q4 2022, up from 23 in Q3 2022.
- Funds reported $12M of Bank Of The James stock for Q4 2022, down 19% quarter-over-quarter.
- 6 funds opened new Bank Of The James positions in Q4 2022 and 3 closed out, a net change of +3 holders.
- The largest Bank Of The James buyer in Q4 2022 was Krilogy Financial, an estimated $984K added.
- The largest Bank Of The James seller in Q4 2022 was Raffles Associates, an estimated $253K sold.
Based on aggregated 13F filings for Q4 2022.