Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

BANK OF THE JAMES FINL GP IN (BOTJ)

25 + Investors. Track Smart Money conviction in BOTJ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
2Q ▲
Buyers last Q
65%

Smart Money Signals — BOTJ

Based on 28 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added BOTJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
28 hedge funds hold BOTJ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +17% more funds vs a year ago

fund count last 6Q
+4 new funds entered over the past year (+17% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

11 buying6 selling
Last quarter: 11 funds were net buyers (5 opened a brand new position + 6 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~5 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 3 → 2 → 3 → 5. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 21% medium ■ 14% new
18 out of 28 hedge funds have held BOTJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Value +37% but shares only +15% — price-driven

Value
+37%
Shares
+15%
Last quarter: the total dollar value of institutional holdings rose +37%, but actual share count only changed +15%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
➡️

Steady discovery — ~5 new funds/quarter

4 → 3 → 2 → 3 → 5 new funds/Q
New funds entering each quarter: 3 → 2 → 3 → 5. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

■ 68% veterans ■ 11% 1-2yr ■ 21% new
Of 28 current holders: 19 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
11 of 28 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — BOTJ

In 2025 Q4, 11 hedge funds were net buyers of BOTJ (5 opened a new position, 6 added to an existing one), while 6 reduced or exited (5 trimmed, 1 sold completely) — a 65% buyer ratio, indicating clear institutional accumulation. Net buying has persisted for two consecutive quarters, a positive momentum signal. 22% of total institutional value in BOTJ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 28.

Hedge Fund Ownership: BOTJ

How many hedge funds hold BOTJ — quarterly history vs. share price
Quarterly hedge fund ownership of BOTJ vs. share price

Market Analysis: BOTJ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: BOTJ

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy BANK OF THE JAMES FINL GP IN (BOTJ) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much BOTJ has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 49d ago
BOTJ
+11.0%
XLF
+4.8%

BOTJ outperformed XLF by +6.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 4d ago
BOTJ
-1.7%
XLF
+1.2%

Since the filing became public, BOTJ outperformed XLF by -2.9% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

6 top-rated funds 1 high-conviction
Consensus
3.7
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BOTJ
2026 Q1 Stats Unlock in 1 days 25 + Investors

Track Smart Money conviction in BOTJ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 25 21 19.05%
13F Shares 1M 1M 15.66%
Total Value $24M $18M 37.36%
New Positions 5 2 +3
Increased Positions 5 6 -1
Closed Positions 1 2 -1
Reduced Positions 5 6 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOTJ

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

25 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in BOTJ. Verified SEC 13F-HR filings.

QUARTER:
Top 24 institutional holders of BOTJ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Daytona Street Capital LLC 2.48% 157,123 $3.2M
2 Fourthstone LLC 1.35% 385,498 $7.9M
3 PETTYJOHN, WOOD & WHITE, INC 0.74% 224,259 $4.6M
4 MontVue Capital Management, Inc. 0.18% 12,527 $258K
5 RFG - Bristol Wealth Advisors, LLC 0.06% 11,344 $234K
6 Krilogy Financial LLC 0.02% 28,900 $653K
7 BRIDGEWAY CAPITAL MANAGEMENT, LLC 0.02% 36,238 $747K
8 CAPTRUST FINANCIAL ADVISORS 0.01% 147,310 $3.0M
9 Empowered Funds, LLC 0.00% 23,238 $479K
10 Atlantic Union Bankshares Corp 0.00% 6,000 $124K
11 FIRST MANHATTAN CO. LLC. 0.00% 22,311 $460K
12 VANGUARD FIDUCIARY TRUST CO 0.00% 25,837 $532K
13 Farther Finance Advisors, LLC 0.00% 476 $10K
14 VANGUARD CAPITAL MANAGEMENT LLC 0.00% 159,772 $3.3M
15 LPL Financial LLC 0.00% 14,320 $295K
16 Tower Research Capital LLC (TRC) 0.00% 143 $3K
17 ACADIAN ASSET MANAGEMENT LLC 0.00% 2,030 —
18 WELLS FARGO & COMPANY/MN 0.00% 6,343 $131K
19 MORGAN STANLEY 0.00% 4,026 $83K
20 BlackRock, Inc. 0.00% 10,797 $222K
21 JONES FINANCIAL COMPANIES LLLP 0.00% 300 $6K
22 SBI Securities Co., Ltd. 0.00% 2 —
23 UBS Group AG 0.00% 60 $1K
24 FMR LLC 0.00% 5 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — BANK OF THE JAMES FINL GP IN (BOTJ)

What does the Smart Money Trend signal show for BOTJ?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added BOTJ than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for BOTJ?

More buyers than sellers — 65% buying: Last quarter: 11 funds were net buyers (5 opened a brand new position + 6 added to an existing one). Only 6 were sellers (5 trimmed + 1 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOTJ holders?

Strong quality — 22% AUM from major funds: 11 of 28 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held BOTJ?

64% of holders stayed for 2+ years: 18 out of 28 hedge funds have held BOTJ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy BANK OF THE JAMES FINL GP IN (BOTJ) following the 2026 Q1 hedge fund 13F filings?

As of today, BOTJ has moved -1.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.2% for the XLF sector ETF — an outperformance of -2.9%. Since the quarter end (March 31, 2026), BOTJ has gained +11.0% vs +4.8% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.