Bank Of The James
BOTJ
10 hedge funds and large institutions have $4.01M invested in Bank Of The James in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 2 closing their positions.
71% more capital invested
Capital invested by funds: $2.35M → $4.01M (+$1.66M)
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
11% more funds holding
Funds holding: 9 → 10 (+1)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
+$1.36M |
| 2 |
EVC
Eidelman Virant Capital
Saint Louis,
Missouri
|
+$276K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$15.4K |
| 4 |
Morgan Stanley
New York
|
+$58 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$13K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.15K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWW
1
Pettyjohn Wood & White
Lynchburg,
Virginia
| $1.39M | +$1.36M | +165,546 | New |
|
|
BTS
2
BB&T Securities
Richmond,
Virginia
| $1.39M | – | – | – |
|
|
DG
3
Davidson & Garrard
Lynchburg,
Virginia
| $585K | – | – | – |
|
|
EVC
4
Eidelman Virant Capital
Saint Louis,
Missouri
| $420K | +$276K | +33,550 | +203% |
|
|
SB
5
Suntrust Banks
Atlanta,
Georgia
| $164K | – | – | – |
|
|
TSW
6
Thompson Siegel & Walmsley
Richmond,
Virginia
| $37K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $16K | +$15.4K | +1,872 | New |
|
8
Wells Fargo
San Francisco,
California
| $5K | – | – | – |
|
|
9
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$13K | -1,583 | Closed |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| – | -$4.15K | -504 | -97% |
|
|
11
Morgan Stanley
New York
| – | +$58 | +7 | New |
|
BOTJ Hedge Fund Activity: Q1 2014 in Review
10 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q1 2014, worth a combined $4.01M — up 71% from $2.35M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BOTJ positions and 2 closed out — a net gain of 1 holder — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Pettyjohn Wood & White, opening a new position worth an estimated $1.36M. The largest seller was PNC Financial Services Group, exiting entirely with an estimated $13K sold.
- 10 institutional investors held Bank Of The James (BOTJ) as of Q1 2014, up from 9 in Q4 2013.
- Funds reported $4.01M of Bank Of The James stock for Q1 2014, up 71% quarter-over-quarter.
- 3 funds opened new Bank Of The James positions in Q1 2014 and 2 closed out, a net change of +1 holder.
- The largest Bank Of The James buyer in Q1 2014 was Pettyjohn Wood & White, an estimated $1.36M added.
- The largest Bank Of The James seller in Q1 2014 was PNC Financial Services Group, an estimated $13K sold.
Based on aggregated 13F filings for Q1 2014.