Bank Of The James
BOTJ
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.
133% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 3
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
21% more capital invested
Capital invested by funds: $8.5M → $10.3M (+$1.78M)
6% more funds holding
Funds holding: 18 → 19 (+1)
0.62% more ownership
Funds ownership: 18.03% → 18.66% (+0.62%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BHZ Capital Management
San Jose,
California
|
+$228K |
| 2 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$168K |
| 3 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$28.6K |
| 4 |
Morgan Stanley
New York
|
+$16.5K |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$14K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Maltese Capital Management
New York
|
-$323K |
| 2 |
PWW
Pettyjohn Wood & White
Lynchburg,
Virginia
|
-$23.2K |
| 3 |
CSPIA
Cary Street Partners Investment Advisory
Richmond,
Virginia
|
-$3.73K |
| 4 |
BlackRock
New York
|
-$1.1K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$654 |
BOTJ Hedge Fund Activity: Q4 2023 in Review
19 of the 6,863 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q4 2023, worth a combined $10.3M — up 21% from $8.5M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new BOTJ positions and 2 closed out — a net gain of 1 holder — while 7 added to existing stakes and 3 trimmed.
The largest buyer was BHZ Capital Management, opening a new position worth an estimated $228K. The largest seller was Maltese Capital Management, exiting entirely with an estimated $323K sold.
- 19 institutional investors held Bank Of The James (BOTJ) as of Q4 2023, up from 18 in Q3 2023.
- Funds reported $10.3M of Bank Of The James stock for Q4 2023, up 21% quarter-over-quarter.
- 3 funds opened new Bank Of The James positions in Q4 2023 and 2 closed out, a net change of +1 holder.
- The largest Bank Of The James buyer in Q4 2023 was BHZ Capital Management, an estimated $228K added.
- The largest Bank Of The James seller in Q4 2023 was Maltese Capital Management, an estimated $323K sold.
Based on aggregated 13F filings for Q4 2023.