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Bank Of The James

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.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

80% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 5

31% more capital invested

Capital invested by funds: $10.4M → $13.6M (+$3.2M)

15% more funds holding

Funds holding: 2023 (+3)

1.46% more ownership

Funds ownership: 20.37%21.83% (+1.5%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1
Pettyjohn Wood & White
Virginia
$3.51M +$80.6K +6,171 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.65M
CAPTRUST Financial Advisors
3
CAPTRUST Financial Advisors
North Carolina
$2M -$1.87K -143 -0.1%
FL
4
Fourthstone LLC
Missouri
$1.28M +$264K +20,191 +28%
II
5
Inspire Investing
Idaho
$1.02M +$968K +74,058 New
Geode Capital Management
6
Geode Capital Management
Massachusetts
$528K -$37.1K -2,838 -7%
BCM
7
Bridgeway Capital Management
Texas
$449K +$12.3K +938 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$379K +$9.19K +703 +3%
BFC
9
Banc Funds Company
Illinois
$316K -$501K -38,346 -62%
First Manhattan
10
First Manhattan
New York
$307K
EF
11
Empowered Funds
Pennsylvania
$270K +$12.3K +938 +5%
SM
12
Salzhauer Michael
$261K
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$176K +$34K +2,602 +25%
MCM
14
MontVue Capital Management
Virginia
$175K
BlackRock
15
BlackRock
New York
$142K +$13.3K +1,018 +11%
Wells Fargo
16
Wells Fargo
California
$87.1K -$13 -1 -0%
Acadian Asset Management
17
Acadian Asset Management
Massachusetts
$29K
Morgan Stanley
18
Morgan Stanley
New York
$21.8K +$13 +1 +0.1%
UBS Group
19
UBS Group
Switzerland
$8K +$7.61K +582 New
Osaic Holdings
20
Osaic Holdings
Arizona
$6.21K +$5.91K +452 New
TRCT
21
Tower Research Capital (TRC)
New York
$4.71K -$4.94K -378 -52%
Jones Financial Companies
22
Jones Financial Companies
Missouri
$4.23K +$3.92K +300 New
Bank of America
23
Bank of America
North Carolina
$619 +$170 +13 +41%
IC
24
Innealta Capital
Texas
-$169 -15 Closed

BOTJ Hedge Fund Activity: Q3 2024 in Review

23 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q3 2024, worth a combined $13.6M — up 31% from $10.4M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BOTJ positions and 1 closed out — a net gain of 3 holders — while 9 added to existing stakes and 5 trimmed.

The largest buyer was Inspire Investing, opening a new position worth an estimated $968K. The largest seller was Banc Funds Company, cutting an estimated $501K.

  • 23 institutional investors held Bank Of The James (BOTJ) as of Q3 2024, up from 20 in Q2 2024.
  • Funds reported $13.6M of Bank Of The James stock for Q3 2024, up 31% quarter-over-quarter.
  • 4 funds opened new Bank Of The James positions in Q3 2024 and 1 closed out, a net change of +3 holders.
  • The largest Bank Of The James buyer in Q3 2024 was Inspire Investing, an estimated $968K added.
  • The largest Bank Of The James seller in Q3 2024 was Banc Funds Company, an estimated $501K sold.

Based on aggregated 13F filings for Q3 2024.