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Bank Of The James

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.

New
Increased
Maintained
Reduced
Closed

4% more capital invested

Capital invested by funds: $10.1M → $10.4M (+$361K)

0% more funds holding

Funds holding: 2020 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

1% less ownership

Funds ownership: 21.37%20.37% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

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
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1
Pettyjohn Wood & White
Virginia
$2.81M -$48K -4,565 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.17M
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$1.64M -$34.6K -3,288 -2%
FL
4
Fourthstone LLC
Missouri
$821K -$13K -1,238 -2%
BFC
5
Banc Funds Company
Illinois
$691K -$74.3K -7,068 -10%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$464K +$27.1K +2,572 +7%
BCM
7
Bridgeway Capital Management
Texas
$357K +$13.3K +1,260 +4%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$302K +$90K +8,556 +47%
First Manhattan
9
First Manhattan
New York
$251K
SM
10
Salzhauer Michael
$214K
EF
11
Empowered Funds
Pennsylvania
$211K +$13.3K +1,260 +7%
MCM
12
MontVue Capital Management
Virginia
$143K -$14.7K -1,393 -10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$115K +$108K +10,226 New
BlackRock
14
BlackRock
New York
$105K +$3.44K +327 +4%
Wells Fargo
15
Wells Fargo
California
$71.4K -$316 -30 -0.5%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$23K
Morgan Stanley
17
Morgan Stanley
New York
$17.8K
TRCT
18
Tower Research Capital (TRC)
New York
$8.12K -$2.26K -215 -23%
Bank of America
19
Bank of America
North Carolina
$360 +$337 +32 New
IC
20
Innealta Capital
Texas
$169 +$158 +15 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
-$393K -37,969 Closed
BCM
22
BHZ Capital Management
California
-$137K -13,255 Closed
UBS Group
23
UBS Group
Switzerland
-$6.35K -613 Closed

BOTJ Hedge Fund Activity: Q2 2024 in Review

20 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q2 2024, worth a combined $10.4M — up 3.6% from $10.1M a quarter earlier.

Fund positioning in BOTJ was balanced in Q2 2024: 3 funds opened new positions, 3 closed out, 5 added to existing stakes and 7 trimmed.

The largest buyer was Commonwealth Equity Services, opening a new position worth an estimated $108K. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $393K sold.

  • 20 institutional investors held Bank Of The James (BOTJ) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $10.4M of Bank Of The James stock for Q2 2024, up 3.6% quarter-over-quarter.
  • 3 funds opened new Bank Of The James positions in Q2 2024 and 3 closed out, a net change of 0 holders.
  • The largest Bank Of The James buyer in Q2 2024 was Commonwealth Equity Services, an estimated $108K added.
  • The largest Bank Of The James seller in Q2 2024 was Raymond James Financial Services Advisors, an estimated $393K sold.

Based on aggregated 13F filings for Q2 2024.