Bank Of The James
BOTJ
22 hedge funds and large institutions have $7.68M invested in Bank Of The James in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 5 closing their positions.
0.5% less ownership
Funds ownership: 18.94% → 18.43% (-0.5%)
8% less funds holding
Funds holding: 24 → 22 (-2)
17% less capital invested
Capital invested by funds: $9.21M → $7.68M (-$1.53M)
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
43% less repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$543K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$174K |
| 3 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$130K |
| 4 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$48.5K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$887 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
-$468K |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$382K |
| 3 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$368K |
| 4 |
SM
Salzhauer Michael
|
-$199K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$48.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2.65K | -253 | Closed |
|
27
Fidelity Investments
Boston,
Massachusetts
| – | -$210 | -20 | Closed |
|
BOTJ Hedge Fund Activity: Q2 2023 in Review
22 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q2 2023, worth a combined $7.68M — down 17% from $9.21M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of BOTJ and 3 opened new positions — a net loss of 2 holders — while 7 trimmed existing stakes and 4 added.
The largest buyer was Vanguard Group, adding an estimated $543K. The largest seller was BHZ Capital Management, exiting entirely with an estimated $468K sold.
- 22 institutional investors held Bank Of The James (BOTJ) as of Q2 2023, down from 24 in Q1 2023.
- Funds reported $7.68M of Bank Of The James stock for Q2 2023, down 17% quarter-over-quarter.
- 3 funds opened new Bank Of The James positions in Q2 2023 and 5 closed out, a net change of -2 holders.
- The largest Bank Of The James buyer in Q2 2023 was Vanguard Group, an estimated $543K added.
- The largest Bank Of The James seller in Q2 2023 was BHZ Capital Management, an estimated $468K sold.
Based on aggregated 13F filings for Q2 2023.