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Bank Of The James
BOTJ

Overview Fund Activity

24 hedge funds and large institutions have $16.2M invested in Bank Of The James in 2024 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 8 increasing their positions, 4 reducing their positions, and 3 closing their positions.

Holders
24
Holders Change
+1
Holders Change %
+4.35%
% of All Funds
0.32%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
8
Reduced
4
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$2.56M
2
RBWA
2
RFG - Bristol Wealth Advisors
Massachusetts
$178K
3
PWW
3
Pettyjohn Wood & White
Virginia
$4.01M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$79.5K
5
WCM
5
WealthTrak Capital Management
Virginia
$33.7K

Top Sellers

1
BFC
1
Banc Funds Company
Illinois
$0
2
Commonwealth Equity Services
2
Commonwealth Equity Services
Massachusetts
$0
3
II
3
Inspire Investing
Idaho
$1.11M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.22M
5
UBS Group
5
UBS Group
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PWW
1
Pettyjohn Wood & White
Virginia
$4.01M 261,932 +6,363 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.95M 192,585 – –
FL
3
Fourthstone LLC
Missouri
$2.56M 161,046 +67,927 +73%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.22M 144,684 -949 -0.7%
II
5
Inspire Investing
Idaho
$1.11M 72,360 -1,698 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$587K 38,316 -84 -0.2%
BCM
7
Bridgeway Capital Management
Texas
$514K 33,598 +956 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$436K 28,466 +911 +3%
First Manhattan
9
First Manhattan
New York
$354K 22,311 – –
EF
10
Empowered Funds
Pennsylvania
$315K 20,598 +956 +5%
SM
11
Salzhauer Michael
$301K 18,990 – –
MCM
12
MontVue Capital Management
Virginia
$202K 12,727 – –
RBWA
13
RFG - Bristol Wealth Advisors
Massachusetts
$178K 11,594 +11,594 New
BlackRock
14
BlackRock
New York
$164K 10,364 +7 +0.1%
Wells Fargo
15
Wells Fargo
California
$101K 6,342 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$79.5K 5,010 +4,558 +1,008%
WCM
17
WealthTrak Capital Management
Virginia
$33.7K 2,200 +2,200 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$32K 2,139 – –
Morgan Stanley
19
Morgan Stanley
New York
$25.2K 1,585 – –
TRCT
20
Tower Research Capital (TRC)
New York
$5.51K 347 +4 +1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$4.59K 300 – –
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.11K 259 +259 New
Bank of America
23
Bank of America
North Carolina
$508 32 -13 -29%
SS
24
SBI Securities
Japan
$16 1 +1 New
BFC
25
Banc Funds Company
Illinois
– – -23,029 Closed
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