Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of the James Finl GP In (BOTJ)

44 + 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
↑ +18
Streak
1Q ▲
Buyers last Q
79%

Smart Money Signals — BOTJ

Based on 44 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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
44 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.
🚀

Fast accumulation — +91% more funds vs a year ago

fund count last 6Q
+21 new funds entered over the past year (+91% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 79% buying

30 buying8 selling
Last quarter: 30 funds were net buyers (18 opened a brand new position + 12 added to an existing one). Only 8 were sellers (8 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+16 vs last Q)

new funds entering per quarter
Funds opening a new BOTJ position: 3 → 5 → 2 → 18. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 39% long-term, 48% new

■ 39% conviction (2yr+) ■ 14% medium ■ 48% new
Of the 44 current holders: 17 (39%) held >2 years, 6 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +31% but shares only +7% — price-driven

Value
+31%
Shares
+6%
Last quarter: the total dollar value of institutional holdings rose +31%, but actual share count only changed +7%. 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.
🚀

Acceleration phase — new buyers rushing in

2 → 3 → 5 → 2 → 18 new funds/Q
New funds entering each quarter: 3 → 5 → 2 → 18. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 45% veterans vs 43% newcomers

■ 45% veterans ■ 11% 1-2yr ■ 43% new
Entry-cohort mix of 44 holders: 20 (45%) are 2+ year veterans, 5 entered 1–2 years ago, and 19 (43%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 11% AUM from top-100

11% from top-100 AUM funds
16 of 44 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
5.0
out of 10
Moderate Exit Risk
Exit risk score 5.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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 2026 Q2, 30 hedge funds were net buyers of BOTJ (18 opened a new position, 12 added to an existing one), while 8 reduced or exited (8 trimmed their position) — a 79% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +18 funds (more new holders than closures). Total institutional holders: 44.

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

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

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.7
/ 10
conviction
Hedge Fund Positioning: BOTJ
44 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 44 26 69.23%
13F Shares 1M 1M 6.72%
Total Value $36M $28M 31.24%
New Positions 18 2 +16
Increased Positions 12 7 +5
Closed Positions 0 4 -4
Reduced Positions 8 7 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOTJ

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Financial Highlights

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Institutional Holders (2026 Q2)

44 + 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 25 BOTJ holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fourthstone LLC 6.12% 334,491 $8.6M
2 Daytona Street Capital LLC 1.46% 79,078 $2.0M
3 Pettyjohn, Wood & White, Inc 0.81% 218,859 $5.6M
4 MontVue Capital Management, Inc. 0.20% 13,297 $339K
5 RFG - Bristol Wealth Advisors, LLC 0.07% 11,391 $291K
6 North Reef Capital Management LP 0.05% 50,132 $1.3M
7 Bridgeway Capital Management, LLC 0.02% 37,682 $962K
8 Krilogy Financial LLC 0.01% 18,900 $482K
9 Hillsdale Investment Management Inc. 0.01% 17,000 $434K
10 Captrust Financial Advisors 0.01% 143,977 $3.7M
11 Plancorp, LLC 0.01% 8,250 $215K
12 Empowered Funds, LLC 0.00% 24,682 $630K
13 Fiduciary Trust Co 0.00% 10,048 $256K
14 Atlantic Union Bankshares Corp 0.00% 6,000 $153K
15 First Manhattan CO. LLC. 0.00% 22,311 $569K
16 Renaissance Technologies LLC 0.00% 30,177 $770K
17 Marshall Wace, LLP 0.00% 9,615 $245K
18 Tower Research Capital LLC (TRC) 0.00% 304 $8K
19 Osaic Holdings, INC. 0.00% 5,548 $142K
20 Vanguard Fiduciary Trust Co 0.00% 23,976 $612K
21 Los Angeles Capital Management LLC 0.00% 1,416 $36K
22 LPL Financial LLC 0.00% 19,054 $486K
23 Farther Finance Advisors, LLC 0.00% 476 $12K
24 Vanguard Capital Management LLC 0.00% 159,256 $4.1M
25 Susquehanna International Group, LLP 0.00% 35,058 $895K
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 — 1 quarter in a row: For 1 consecutive quarter, 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 — 79% buying: Last quarter: 30 funds were net buyers (18 opened a brand new position + 12 added to an existing one). Only 8 were sellers (8 trimmed + 0 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for BOTJ holders?

Smaller funds dominant — 11% AUM from top-100: 16 of 44 holders rank in the top 100 by AUM, but together hold only 11% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BOTJ?

Mixed — 39% long-term, 48% new: Of the 44 current holders: 17 (39%) held >2 years, 6 held 1–2 years, and 21 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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