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Bank Of The James

21 hedge funds and large institutions have $21.2M invested in Bank Of The James in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 4 increasing their positions, 7 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 1

11% more funds holding

Funds holding: 1921 (+2)

2% more capital invested

Capital invested by funds: $20.7M → $21.2M (+$498K)

0.28% more ownership

Funds ownership: 34.64%34.92% (+0.28%)

43% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 7

Holders
21
Holders Change
+2
Holders Change %
+10.53%
% of All Funds
0.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
4
Reduced
7
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$6.13M +$12.5K +907 +0.2%
BFC
2
Banc Funds Company
Illinois
$3.92M -$152K -11,017 -4%
EVC
3
Eidelman Virant Capital
Missouri
$2.73M -$22.7K -1,649 -0.8%
PWW
4
Pettyjohn Wood & White
Virginia
$2.58M +$62.1K +4,510 +2%
MCM
5
Maltese Capital Management
New York
$2.57M
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$1.13M -$117K -8,535 -9%
ROC
7
River Oaks Capital
Minnesota
$772K
Vanguard Group
8
Vanguard Group
Pennsylvania
$362K +$194K +14,086 +114%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$234K +$236K +17,119 New
BTS
10
BB&T Securities
Virginia
$192K -$41.9K -3,048 -18%
KCM
11
Kennedy Capital Management
Missouri
$190K
First Manhattan
12
First Manhattan
New York
$174K
Wells Fargo
13
Wells Fargo
California
$97K -$15.5K -1,125 -14%
TSW
14
Thompson Siegel & Walmsley
Virginia
$61K
Deutsche Bank
15
Deutsche Bank
Germany
$38K +$37.8K +2,749 New
UBS Group
16
UBS Group
Switzerland
$22K -$2.37K -172 -10%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$22K +$17.4K +1,263 +497%
BlackRock
18
BlackRock
New York
$12K
GWM
19
Geneos Wealth Management
Colorado
$1K +$1.51K +110 New
LTFS
20
Ladenburg Thalmann Financial Services
Florida
-$40K -2,958 Closed
Morgan Stanley
21
Morgan Stanley
New York
-$41 -3 -50%

BOTJ Hedge Fund Activity: Q1 2018 in Review

21 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q1 2018, worth a combined $21.2M — up 2.4% from $20.7M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new BOTJ positions and 1 closed out — a net gain of 2 holders — while 4 added to existing stakes and 7 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $236K. The largest seller was Banc Funds Company, cutting an estimated $152K.

  • 21 institutional investors held Bank Of The James (BOTJ) as of Q1 2018, up from 19 in Q4 2017.
  • Funds reported $21.2M of Bank Of The James stock for Q1 2018, up 2.4% quarter-over-quarter.
  • 3 funds opened new Bank Of The James positions in Q1 2018 and 1 closed out, a net change of +2 holders.
  • The largest Bank Of The James buyer in Q1 2018 was Wellington Management Group, an estimated $236K added.
  • The largest Bank Of The James seller in Q1 2018 was Banc Funds Company, an estimated $152K sold.

Based on aggregated 13F filings for Q1 2018.