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Bank Of The James
BOTJ

Overview Fund Activity

24 hedge funds and large institutions have $9.21M invested in Bank Of The James in 2023 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
24
Holders Change
-1
Holders Change %
-4%
% of All Funds
0.38%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
8
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
First Manhattan
First Manhattan
New York
$228K
2
PWW
Pettyjohn Wood & White
Virginia
$1.98M
3
TRCT
Tower Research Capital (TRC)
New York
$15K
4
GLLW
Graves Light Lenhart Wealth
Virginia
$5.78K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$181K

Top Sellers

1
KF
Krilogy Financial
Missouri
$368K
2
BFC
Banc Funds Company
Illinois
$1.53M
3
MCM
Maltese Capital Management
New York
$903K
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
3IP
3Chopt Investment Partners
Virginia
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$1.98M +$31.8K +3,026 +2%
BFC
2
Banc Funds Company
Illinois
$1.53M -$462K -43,917 -23%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.32M -$7.28K -693 -0.6%
MCM
4
Maltese Capital Management
New York
$903K -$381K -36,230 -30%
Vanguard Group
5
Vanguard Group
Pennsylvania
$824K +$2.1K +200 +0.3%
BCM
6
BHZ Capital Management
California
$468K – – –
SM
7
Salzhauer Michael
$422K – – –
Geode Capital Management
8
Geode Capital Management
Massachusetts
$406K – – –
KF
9
Krilogy Financial
Missouri
$368K -$505K -48,040 -58%
BCM
10
Bridgeway Capital Management
Texas
$336K -$6.99K -665 -2%
First Manhattan
11
First Manhattan
New York
$228K +$52.6K +5,000 +30%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$181K +$4.31K +410 +2%
BlackRock
13
BlackRock
New York
$117K +$3.34K +318 +3%
Wells Fargo
14
Wells Fargo
California
$67K – – –
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$22K – – –
Morgan Stanley
16
Morgan Stanley
New York
$16.6K -$11 -1 -0.1%
TRCT
17
Tower Research Capital (TRC)
New York
$15K +$6.06K +572 +68%
GLLW
18
Graves Light Lenhart Wealth
Virginia
$5.78K +$5.78K +550 New
CSPIA
19
Cary Street Partners Investment Advisory
Virginia
$3.83K +$1.91K +182 +100%
UBS Group
20
UBS Group
Switzerland
$3.33K +$3.03K +288 +993%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$2.65K +$2.65K +253 New
Osaic Holdings
22
Osaic Holdings
Arizona
$1.16K – – –
Fidelity Investments
23
Fidelity Investments
Massachusetts
$210 – – –
Renaissance Technologies
24
Renaissance Technologies
New York
– -$124K -10,376 Closed
3IP
25
3Chopt Investment Partners
Virginia
– -$54.2K -4,400 Closed
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