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Bank Of The James
BOTJ

Overview Fund Activity

25 hedge funds and large institutions have $12M invested in Bank Of The James in 2022 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
25
Holders Change
+2
Holders Change %
+8.7%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
6
Reduced
5
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
1
Krilogy Financial
Missouri
$1.02M
2
BCM
2
BHZ Capital Management
California
$531K
3
Renaissance Technologies
3
Renaissance Technologies
New York
$124K
4
PWW
4
Pettyjohn Wood & White
Virginia
$2.28M
5
CSPIA
5
Cary Street Partners Investment Advisory
Virginia
$2.24K

Top Sellers

1
RA
1
Raffles Associates
New York
$0
2
Truist Financial
2
Truist Financial
North Carolina
$0
3
MCM
3
Maltese Capital Management
New York
$1.45M
4
BFC
4
Banc Funds Company
Illinois
$2.26M
5
TRCT
5
Tower Research Capital (TRC)
New York
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$2.28M 185,123 +6,526 +4%
BFC
2
Banc Funds Company
Illinois
$2.26M 189,470 -4,848 -2%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.54M 125,974 +6 +0%
MCM
4
Maltese Capital Management
New York
$1.45M 122,114 -7,699 -6%
KF
5
Krilogy Financial
Missouri
$1.02M 83,040 +83,040 New
Vanguard Group
6
Vanguard Group
Pennsylvania
$931K 78,188 +86 +0.1%
BCM
7
BHZ Capital Management
California
$531K 44,572 +11,739 +36%
SM
8
Salzhauer Michael
$478K 40,130 – –
Geode Capital Management
9
Geode Capital Management
Massachusetts
$476K 38,637 -86 -0.2%
BCM
10
Bridgeway Capital Management
Texas
$402K 32,600 – –
First Manhattan
11
First Manhattan
New York
$199K 16,711 – –
BlackRock
12
BlackRock
New York
$128K 10,775 +146 +1%
Renaissance Technologies
13
Renaissance Technologies
New York
$124K 10,376 +10,376 New
Wells Fargo
14
Wells Fargo
California
$75.9K 6,370 – –
3IP
15
3Chopt Investment Partners
Virginia
$54.2K 4,400 +4,400 New
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$25K 2,139 – –
Morgan Stanley
17
Morgan Stanley
New York
$18.9K 1,585 +1 +0.1%
IA
18
IFP Advisors
Florida
$13K 821 -821 -50%
TRCT
19
Tower Research Capital (TRC)
New York
$10K 845 -1,239 -59%
CSPIA
20
Cary Street Partners Investment Advisory
Virginia
$2.24K 182 +182 New
Osaic Holdings
21
Osaic Holdings
Arizona
$1K 110 – –
UBS Group
22
UBS Group
Switzerland
$345 29 +29 New
Fidelity Investments
23
Fidelity Investments
Massachusetts
$246 20 – –
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$208 16,834 – –
Bank of America
25
Bank of America
North Carolina
$48 4 +4 New
1
2