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Bank Of The James
BOTJ

Overview Fund Activity

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.

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

1
FL
1
Fourthstone LLC
Missouri
$956K
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52M
3
PWW
3
Pettyjohn Wood & White
Virginia
$2.03M
4
BCM
4
Bridgeway Capital Management
Texas
$286K
5
EF
5
Empowered Funds
Pennsylvania
$152K

Top Sellers

1
MCM
1
Maltese Capital Management
New York
$323K
2
BFC
2
Banc Funds Company
Illinois
$719K
3
BlackRock
3
BlackRock
New York
$98K
4
UBS Group
4
UBS Group
Switzerland
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$2.03M 198,344 +5,057 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.52M 144,682 +8,794 +6%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.29M 125,218 +8 +0%
FL
4
Fourthstone LLC
Missouri
$956K 91,012 +72,577 +394%
BFC
5
Banc Funds Company
Illinois
$719K 68,443 -36,643 -35%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$396K 38,666 +29 +0.1%
MCM
7
Maltese Capital Management
New York
$323K 30,753 -55,131 -64%
BCM
8
Bridgeway Capital Management
Texas
$286K 27,875 +1,106 +4%
First Manhattan
9
First Manhattan
New York
$234K 22,311 +600 +3%
SM
10
Salzhauer Michael
$199K 18,990 – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$177K 17,244 – –
EF
12
Empowered Funds
Pennsylvania
$152K 14,875 +1,106 +8%
BlackRock
13
BlackRock
New York
$98K 9,333 -1,419 -13%
Wells Fargo
14
Wells Fargo
California
$66.9K 6,371 – –
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$20K 2,139 – –
Morgan Stanley
16
Morgan Stanley
New York
$16.6K 1,584 – –
TRCT
17
Tower Research Capital (TRC)
New York
$5.81K 553 -10 -2%
CSPIA
18
Cary Street Partners Investment Advisory
Virginia
$3.73K 364 – –
UBS Group
19
UBS Group
Switzerland
– – -110 Closed
Osaic Holdings
20
Osaic Holdings
Arizona
– – -110 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
– – -104 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –