Bank Of The James
BOTJ
24 hedge funds and large institutions have $9.21M invested in Bank Of The James in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
2.9% less ownership
Funds ownership: 21.84% → 18.94% (-2.9%)
4% less funds holding
Funds holding: 25 → 24 (-1)
23% less capital invested
Capital invested by funds: $12M → $9.21M (-$2.81M)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
+$61.9K |
| 2 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$37.5K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$7.09K |
| 4 |
GLLW
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
|
+$6.81K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.08K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$595K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$544K |
| 3 |
MCM
Maltese Capital Management
New York
|
-$449K |
| 4 |
Renaissance Technologies
New York
|
-$124K |
| 5 |
3IP
3Chopt Investment Partners
Richmond,
Virginia
|
-$54.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| – | -$13K | -821 | Closed |
|
27
Bank of America
Charlotte,
North Carolina
| – | -$48 | -4 | Closed |
|
28
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$124 | +10 | New |
|
BOTJ Hedge Fund Activity: Q1 2023 in Review
24 of the 6,277 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q1 2023, worth a combined $9.21M — down 23% from $12M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of BOTJ and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 8 added.
The largest buyer was First Manhattan, adding an estimated $61.9K. The largest seller was Krilogy Financial, cutting an estimated $595K.
- 24 institutional investors held Bank Of The James (BOTJ) as of Q1 2023, down from 25 in Q4 2022.
- Funds reported $9.21M of Bank Of The James stock for Q1 2023, down 23% quarter-over-quarter.
- 3 funds opened new Bank Of The James positions in Q1 2023 and 4 closed out, a net change of -1 holder.
- The largest Bank Of The James buyer in Q1 2023 was First Manhattan, an estimated $61.9K added.
- The largest Bank Of The James seller in Q1 2023 was Krilogy Financial, an estimated $595K sold.
Based on aggregated 13F filings for Q1 2023.