BOTJ icon

Bank Of The James
BOTJ

Overview Fund Activity

20 hedge funds and large institutions have $10.1M invested in Bank Of The James in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
20
Holders Change
+1
Holders Change %
+5.26%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWW
1
Pettyjohn Wood & White
Virginia
$2.63M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$2M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$393K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$1.54M
5
BCM
5
Bridgeway Capital Management
Texas
$315K

Top Sellers

1
FL
1
Fourthstone LLC
Missouri
$768K
2
BCM
2
BHZ Capital Management
California
$137K
3
MCM
3
MontVue Capital Management
Virginia
$146K
4
Morgan Stanley
4
Morgan Stanley
New York
$16.4K
5
BlackRock
5
BlackRock
New York
$93.4K
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$2.63M 253,963 +57,856 +30%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2M 192,585 +47,895 +33%
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.54M 149,064 +21,089 +16%
FL
4
Fourthstone LLC
Missouri
$768K 74,166 -32,988 -31%
BFC
5
Banc Funds Company
Illinois
$709K 68,443 – –
Geode Capital Management
6
Geode Capital Management
Massachusetts
$401K 38,666 – –
RJFSA
7
Raymond James Financial Services Advisors
Florida
$393K 37,969 +37,969 New
BCM
8
Bridgeway Capital Management
Texas
$315K 30,444 +1,225 +4%
First Manhattan
9
First Manhattan
New York
$231K 22,311 – –
SM
10
Salzhauer Michael
$197K 18,990 – –
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$190K 18,296 +1,052 +6%
EF
12
Empowered Funds
Pennsylvania
$181K 17,444 +1,225 +8%
MCM
13
MontVue Capital Management
Virginia
$146K 14,120 -2,477 -15%
BCM
14
BHZ Capital Management
California
$137K 13,255 -8,686 -40%
BlackRock
15
BlackRock
New York
$93.4K 9,012 -215 -2%
Wells Fargo
16
Wells Fargo
California
$66K 6,373 -4 -0.1%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$22K 2,139 – –
Morgan Stanley
18
Morgan Stanley
New York
$16.4K 1,584 -1,586 -50%
TRCT
19
Tower Research Capital (TRC)
New York
$9.7K 936 +446 +91%
UBS Group
20
UBS Group
Switzerland
$6.35K 613 +613 New
Bank of America
21
Bank of America
North Carolina
– – -2 Closed
CFGS
22
Concourse Financial Group Securities
Alabama
– – – –