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Bank Of The James
BOTJ

Overview Fund Activity

19 hedge funds and large institutions have $10.3M invested in Bank Of The James in 2023 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 7 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
7
Reduced
3
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
BHZ Capital Management
California
$268K
2
FL
Fourthstone LLC
Missouri
$1.31M
3
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
$1.55M
4
Morgan Stanley
Morgan Stanley
New York
$38.7K
5
EF
Empowered Funds
Pennsylvania
$195K

Top Sellers

1
MCM
Maltese Capital Management
New York
$0
2
PWW
Pettyjohn Wood & White
Virginia
$2.36M
3
CSPIA
Cary Street Partners Investment Advisory
Virginia
$0
4
BlackRock
BlackRock
New York
$113K
5
TRCT
Tower Research Capital (TRC)
New York
$5.99K
Name Holding Trade Value Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$2.36M -$26.9K -2,237 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.77M +$98 +8 +0%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.55M +$33.3K +2,757 +2%
FL
4
Fourthstone LLC
Missouri
$1.31M +$197K +16,142 +18%
BFC
5
Banc Funds Company
Illinois
$836K – – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$465K – – –
BCM
7
Bridgeway Capital Management
Texas
$352K +$16.2K +1,344 +5%
First Manhattan
8
First Manhattan
New York
$273K – – –
BCM
9
BHZ Capital Management
California
$268K +$268K +21,941 New
SM
10
Salzhauer Michael
$232K – – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$207K – – –
MCM
12
MontVue Capital Management
Virginia
$203K +$203K +16,597 New
EF
13
Empowered Funds
Pennsylvania
$195K +$16.2K +1,344 +9%
BlackRock
14
BlackRock
New York
$113K -$1.3K -106 -1%
Wells Fargo
15
Wells Fargo
California
$77.9K +$73 +6 +0.1%
Morgan Stanley
16
Morgan Stanley
New York
$38.7K +$19.4K +1,586 +100%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$25K – – –
TRCT
18
Tower Research Capital (TRC)
New York
$5.99K -$770 -63 -11%
Bank of America
19
Bank of America
North Carolina
$24 +$24 +2 New
MCM
20
Maltese Capital Management
New York
– -$323K -30,753 Closed
CSPIA
21
Cary Street Partners Investment Advisory
Virginia
– -$3.73K -364 Closed