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Bank Of The James

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.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 4

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

19% more capital invested

Capital invested by funds: $13.6M → $16.2M (+$2.56M)

4% more funds holding

Funds holding: 2324 (+1)

1.25% more ownership

Funds ownership: 21.83%23.08% (+1.2%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
PWW
1
Pettyjohn Wood & White
Virginia
$4.01M +$90.8K +6,363 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.95M
FL
3
Fourthstone LLC
Missouri
$2.56M +$969K +67,927 +73%
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$2.22M -$13.5K -949 -0.7%
II
5
Inspire Investing
Idaho
$1.11M -$24.2K -1,698 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$587K -$1.2K -84 -0.2%
BCM
7
Bridgeway Capital Management
Texas
$514K +$13.6K +956 +3%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$436K +$13K +911 +3%
First Manhattan
9
First Manhattan
New York
$354K
EF
10
Empowered Funds
Pennsylvania
$315K +$13.6K +956 +5%
SM
11
Salzhauer Michael
$301K
MCM
12
MontVue Capital Management
Virginia
$202K
RBWA
13
RFG - Bristol Wealth Advisors
Massachusetts
$178K +$165K +11,594 New
BlackRock
14
BlackRock
New York
$164K +$100 +7 +0.1%
Wells Fargo
15
Wells Fargo
California
$101K
Osaic Holdings
16
Osaic Holdings
Arizona
$79.5K +$65K +4,558 +1,008%
WCM
17
WealthTrak Capital Management
Virginia
$33.7K +$31.4K +2,200 New
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$32K
Morgan Stanley
19
Morgan Stanley
New York
$25.2K
TRCT
20
Tower Research Capital (TRC)
New York
$5.51K +$57 +4 +1%
Jones Financial Companies
21
Jones Financial Companies
Missouri
$4.59K
Northwestern Mutual Wealth Management
22
Northwestern Mutual Wealth Management
Wisconsin
$4.11K +$3.7K +259 New
Bank of America
23
Bank of America
North Carolina
$508 -$185 -13 -29%
SS
24
SBI Securities
Japan
$16 +$14 +1 New
BFC
25
Banc Funds Company
Illinois
-$316K -23,029 Closed

BOTJ Hedge Fund Activity: Q4 2024 in Review

24 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Bank Of The James (BOTJ) for Q4 2024, worth a combined $16.2M — up 19% from $13.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new BOTJ positions and 3 closed out — a net gain of 1 holder — while 8 added to existing stakes and 4 trimmed.

The largest buyer was Fourthstone LLC, adding an estimated $969K. The largest seller was Banc Funds Company, exiting entirely with an estimated $316K sold.

  • 24 institutional investors held Bank Of The James (BOTJ) as of Q4 2024, up from 23 in Q3 2024.
  • Funds reported $16.2M of Bank Of The James stock for Q4 2024, up 19% quarter-over-quarter.
  • 4 funds opened new Bank Of The James positions in Q4 2024 and 3 closed out, a net change of +1 holder.
  • The largest Bank Of The James buyer in Q4 2024 was Fourthstone LLC, an estimated $969K added.
  • The largest Bank Of The James seller in Q4 2024 was Banc Funds Company, an estimated $316K sold.

Based on aggregated 13F filings for Q4 2024.