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Bank Of The James

24 hedge funds and large institutions have $17M invested in Bank Of The James in 2022 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 2424 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1.52% less ownership

Funds ownership: 29.24%27.71% (-1.5%)

17% less capital invested

Capital invested by funds: $20.6M → $17M (-$3.59M)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
5
Reduced
7
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
1
Basswood Capital Management
New York
$2.95M -$1.01M -74,118 -25%
EVC
2
Eidelman Virant Capital
Missouri
$2.87M -$59.8K -4,400 -2%
PWW
3
Pettyjohn Wood & White
Virginia
$2.32M -$7.47K -550 -0.3%
BFC
4
Banc Funds Company
Illinois
$2.19M -$320K -23,555 -12%
MCM
5
Maltese Capital Management
New York
$1.69M
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$1.64M +$497K +36,564 +41%
Vanguard Group
7
Vanguard Group
Pennsylvania
$1.01M
SM
8
Salzhauer Michael
$522K
BCM
9
BHZ Capital Management
California
$401K
RA
10
Raffles Associates
New York
$260K
First Manhattan
11
First Manhattan
New York
$217K
Renaissance Technologies
12
Renaissance Technologies
New York
$186K -$36.7K -2,700 -16%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$184K +$938 +69 +0.5%
Truist Financial
14
Truist Financial
North Carolina
$179K -$3.74K -275 -2%
BlackRock
15
BlackRock
New York
$141K -$2.19K -161 -1%
Wells Fargo
16
Wells Fargo
California
$82K +$27 +2 +0%
Morgan Stanley
17
Morgan Stanley
New York
$34K +$14.4K +1,057 +67%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$27K
IA
19
IFP Advisors
Florida
$26K
TRCT
20
Tower Research Capital (TRC)
New York
$11K +$4.59K +338 +67%
GLLW
21
Graves Light Lenhart Wealth
Virginia
$7K
SWM
22
Selective Wealth Management
Virginia
$4K +$4.59K +338 New
Osaic Holdings
23
Osaic Holdings
Arizona
$1K +$1.5K +110 New
TSW
24
Thompson Siegel & Walmsley
Virginia
-$66K -4,400 Closed
UBS Group
25
UBS Group
Switzerland
-$7K -461 Closed

BOTJ Hedge Fund Activity: Q2 2022 in Review

24 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q2 2022, worth a combined $17M — down 17% from $20.6M a quarter earlier.

Fund positioning in BOTJ was balanced in Q2 2022: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was CAPTRUST Financial Advisors, adding an estimated $497K. The largest seller was Basswood Capital Management, cutting an estimated $1.01M.

  • 24 institutional investors held Bank Of The James (BOTJ) as of Q2 2022, unchanged from Q1 2022.
  • Funds reported $17M of Bank Of The James stock for Q2 2022, down 17% quarter-over-quarter.
  • 3 funds opened new Bank Of The James positions in Q2 2022 and 3 closed out, a net change of 0 holders.
  • The largest Bank Of The James buyer in Q2 2022 was CAPTRUST Financial Advisors, an estimated $497K added.
  • The largest Bank Of The James seller in Q2 2022 was Basswood Capital Management, an estimated $1.01M sold.

Based on aggregated 13F filings for Q2 2022.