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Bank Of The James

21 hedge funds and large institutions have $12.1M invested in Bank Of The James in 2020 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.61% less ownership

Funds ownership: 35.91%35.29% (-0.61%)

5% less funds holding

Funds holding: 2221 (-1)

33% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 6

44% less capital invested

Capital invested by funds: $21.8M → $12.1M (-$9.67M)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
21
Holders Change
-1
Holders Change %
-4.55%
% of All Funds
0.46%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$3.67M +$36.4K +2,935 +0.6%
EVC
2
Eidelman Virant Capital
Missouri
$2.02M +$14.7K +1,186 +0.5%
BFC
3
Banc Funds Company
Illinois
$1.57M
MCM
4
Maltese Capital Management
New York
$1.47M
PWW
5
Pettyjohn Wood & White
Virginia
$1.41M
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$800K +$6.91K +558 +0.6%
SM
7
Salzhauer Michael
$188K
Bank of America
8
Bank of America
North Carolina
$161K -$111 -9 -0%
Truist Financial
9
Truist Financial
North Carolina
$143K -$3.67K -296 -2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$135K -$65K -5,252 -23%
Vanguard Group
11
Vanguard Group
Pennsylvania
$113K -$464K -37,460 -73%
BCM
12
BHZ Capital Management
California
$107K +$27.8K +2,247 +20%
First Manhattan
13
First Manhattan
New York
$104K
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$91K
Wells Fargo
15
Wells Fargo
California
$53K -$12K -965 -13%
TSW
16
Thompson Siegel & Walmsley
Virginia
$35K
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$17K
BlackRock
18
BlackRock
New York
$14K
Victory Capital Management
19
Victory Capital Management
Texas
$12K +$19.6K +1,584 New
UBS Group
20
UBS Group
Switzerland
$4K -$20.2K -1,630 -78%
NFG
21
Next Financial Group
Texas
$1K
Deutsche Bank
22
Deutsche Bank
Germany
-$3K -275 Closed

BOTJ Hedge Fund Activity: Q1 2020 in Review

21 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q1 2020, worth a combined $12.1M — down 44% from $21.8M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of BOTJ and 1 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 4 added.

The largest buyer was Basswood Capital Management, adding an estimated $36.4K. The largest seller was Vanguard Group, cutting an estimated $464K.

  • 21 institutional investors held Bank Of The James (BOTJ) as of Q1 2020, down from 22 in Q4 2019.
  • Funds reported $12.1M of Bank Of The James stock for Q1 2020, down 44% quarter-over-quarter.
  • 1 fund opened new Bank Of The James positions in Q1 2020 and 2 closed out, a net change of -1 holder.
  • The largest Bank Of The James buyer in Q1 2020 was Basswood Capital Management, an estimated $36.4K added.
  • The largest Bank Of The James seller in Q1 2020 was Vanguard Group, an estimated $464K sold.

Based on aggregated 13F filings for Q1 2020.