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Bank Of The James
BOTJ

18 hedge funds and large institutions have $8.5M invested in Bank Of The James in 2023 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

11% more capital invested

Capital invested by funds: $7.68M → $8.5M (+$813K)

0.4% less ownership

Funds ownership: 18.43% → 18.03% (-0.4%)

18% less funds holding

Funds holding: 22 → 18 (-4)

100% less first-time investments, than exits

New positions opened: 0 | Existing positions closed: 3

Holders
18
Holders Change
-4
Holders Change %
-18.18%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FL
Fourthstone LLC
Missouri
+$765K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$92.7K
3
PWW
Pettyjohn Wood & White
Virginia
+$53.3K
4
BCM
Bridgeway Capital Management
Texas
+$11.7K
5
EF
Empowered Funds
Pennsylvania
+$11.7K

Top Sellers

Rank Fund Capital Flow
1
MCM
Maltese Capital Management
New York
-$581K
2
BFC
Banc Funds Company
Illinois
-$386K
3
BlackRock
BlackRock
New York
-$15K
4
Osaic Holdings
Osaic Holdings
Arizona
-$1K
5
UBS Group
UBS Group
Switzerland
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
1
Pettyjohn Wood & White
Virginia
$2.03M +$53.3K +5,057 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52M +$92.7K +8,794 +6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.29M +$84 +8 +0%
FL
4
Fourthstone LLC
Missouri
$956K +$765K +72,577 +394%
BFC
5
Banc Funds Company
Illinois
$719K -$386K -36,643 -35%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$396K +$306 +29 +0.1%
MCM
7
Maltese Capital Management
New York
$323K -$581K -55,131 -64%
BCM
8
Bridgeway Capital Management
Texas
$286K +$11.7K +1,106 +4%
First Manhattan
9
First Manhattan
New York
$234K +$6.32K +600 +3%
SM
10
Salzhauer Michael
$199K – – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$177K – – –
EF
12
Empowered Funds
Pennsylvania
$152K +$11.7K +1,106 +8%
BlackRock
13
BlackRock
New York
$98K -$15K -1,419 -13%
Wells Fargo
14
Wells Fargo
California
$66.9K – – –
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$20K – – –
Morgan Stanley
16
Morgan Stanley
New York
$16.6K – – –
TRCT
17
Tower Research Capital (TRC)
New York
$5.81K -$105 -10 -2%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$3.73K – – –
Osaic Holdings
19
Osaic Holdings
Arizona
– -$1K -110 Closed
UBS Group
20
UBS Group
Switzerland
– -$1K -110 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– -$1K -104 Closed

BOTJ Hedge Fund Activity: Q3 2023 in Review

18 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q3 2023, worth a combined $8.5M — up 11% from $7.68M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of BOTJ and 0 opened new positions — a net loss of 3 holders — while 4 trimmed existing stakes and 8 added.

The largest buyer was Fourthstone LLC, adding an estimated $765K. The largest seller was Maltese Capital Management, cutting an estimated $581K.

  • 18 institutional investors held Bank Of The James (BOTJ) as of Q3 2023, down from 22 in Q2 2023.
  • Funds reported $8.5M of Bank Of The James stock for Q3 2023, up 11% quarter-over-quarter.
  • 0 funds opened new Bank Of The James positions in Q3 2023 and 3 closed out, a net change of -3 holders.
  • The largest Bank Of The James buyer in Q3 2023 was Fourthstone LLC, an estimated $765K added.
  • The largest Bank Of The James seller in Q3 2023 was Maltese Capital Management, an estimated $581K sold.

Based on aggregated 13F filings for Q3 2023.