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Bank Of The James
BOTJ

Overview Fund Activity

20 hedge funds and large institutions have $10.4M invested in Bank Of The James in 2024 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 3 closing their positions.

Holders
20
Holders Change
–
Holders Change %
0%
% of All Funds
0.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
5
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
1
Commonwealth Equity Services
Massachusetts
$115K
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$302K
3
Geode Capital Management
3
Geode Capital Management
Massachusetts
$464K
4
BCM
4
Bridgeway Capital Management
Texas
$357K
5
EF
5
Empowered Funds
Pennsylvania
$211K

Top Sellers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$0
2
BCM
2
BHZ Capital Management
California
$0
3
BFC
3
Banc Funds Company
Illinois
$691K
4
PWW
4
Pettyjohn Wood & White
Virginia
$2.81M
5
CAPTRUST Financial Advisors
5
CAPTRUST Financial Advisors
North Carolina
$1.64M
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$2.81M 249,398 -4,565 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.17M 192,585 – –
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.64M 145,776 -3,288 -2%
FL
4
Fourthstone LLC
Missouri
$821K 72,928 -1,238 -2%
BFC
5
Banc Funds Company
Illinois
$691K 61,375 -7,068 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$464K 41,238 +2,572 +7%
BCM
7
Bridgeway Capital Management
Texas
$357K 31,704 +1,260 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$302K 26,852 +8,556 +47%
First Manhattan
9
First Manhattan
New York
$251K 22,311 – –
SM
10
Salzhauer Michael
$214K 18,990 – –
EF
11
Empowered Funds
Pennsylvania
$211K 18,704 +1,260 +7%
MCM
12
MontVue Capital Management
Virginia
$143K 12,727 -1,393 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$115K 10,226 +10,226 New
BlackRock
14
BlackRock
New York
$105K 9,339 +327 +4%
Wells Fargo
15
Wells Fargo
California
$71.4K 6,343 -30 -0.5%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$23K 2,139 – –
Morgan Stanley
17
Morgan Stanley
New York
$17.8K 1,584 – –
TRCT
18
Tower Research Capital (TRC)
New York
$8.12K 721 -215 -23%
Bank of America
19
Bank of America
North Carolina
$360 32 +32 New
IC
20
Innealta Capital
Texas
$169 15 +15 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
– – -37,969 Closed
BCM
22
BHZ Capital Management
California
– – -13,255 Closed
UBS Group
23
UBS Group
Switzerland
– – -613 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –