BOTJ icon

Bank Of The James
BOTJ

Overview Fund Activity

23 hedge funds and large institutions have $13.6M invested in Bank Of The James in 2024 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 5 reducing their positions, and 1 closing their positions.

Holders
23
Holders Change
+3
Holders Change %
+15%
% of All Funds
0.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
9
Reduced
5
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
II
1
Inspire Investing
Idaho
$1.02M
2
FL
2
Fourthstone LLC
Missouri
$1.28M
3
PWW
3
Pettyjohn Wood & White
Virginia
$3.51M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$176K
5
BlackRock
5
BlackRock
New York
$142K

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$316K
2
Geode Capital Management
2
Geode Capital Management
Massachusetts
$528K
3
TRCT
3
Tower Research Capital (TRC)
New York
$4.71K
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2M
5
IC
5
Innealta Capital
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$3.51M 255,569 +6,171 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.65M 192,585 – –
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2M 145,633 -143 -0.1%
FL
4
Fourthstone LLC
Missouri
$1.28M 93,119 +20,191 +28%
II
5
Inspire Investing
Idaho
$1.02M 74,058 +74,058 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$528K 38,400 -2,838 -7%
BCM
7
Bridgeway Capital Management
Texas
$449K 32,642 +938 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$379K 27,555 +703 +3%
BFC
9
Banc Funds Company
Illinois
$316K 23,029 -38,346 -62%
First Manhattan
10
First Manhattan
New York
$307K 22,311 – –
EF
11
Empowered Funds
Pennsylvania
$270K 19,642 +938 +5%
SM
12
Salzhauer Michael
$261K 18,990 – –
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$176K 12,828 +2,602 +25%
MCM
14
MontVue Capital Management
Virginia
$175K 12,727 – –
BlackRock
15
BlackRock
New York
$142K 10,357 +1,018 +11%
Wells Fargo
16
Wells Fargo
California
$87.1K 6,342 -1 -0%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$29K 2,139 – –
Morgan Stanley
18
Morgan Stanley
New York
$21.8K 1,585 +1 +0.1%
UBS Group
19
UBS Group
Switzerland
$8K 582 +582 New
Osaic Holdings
20
Osaic Holdings
Arizona
$6.21K 452 +452 New
TRCT
21
Tower Research Capital (TRC)
New York
$4.71K 343 -378 -52%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.23K 300 +300 New
Bank of America
23
Bank of America
North Carolina
$619 45 +13 +41%
IC
24
Innealta Capital
Texas
– – -15 Closed
CFGS
25
Concourse Financial Group Securities
Alabama
– – – –