Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Bank of the James Finl GP In (BOTJ)

26 + 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
↓ -2
Streak
1Q ▼
Buyers last Q
45%

Smart Money Signals — BOTJ

Based on 26 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their BOTJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 93% of 3.0Y peak

93% of all-time peak
26 funds currently hold this stock — 93% of the 3.0-year high of 28 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +4% more funds vs a year ago

fund count last 6Q
+1 new funds entered over the past year (+4% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 45% buying

9 buying11 selling
Last quarter: 11 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~2 new funds per quarter

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

58% of holders stayed for 2+ years

■ 58% conviction (2yr+) ■ 19% medium ■ 23% new
15 out of 26 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.
➡️

Steady discovery — ~2 new funds/quarter

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

Veteran-anchored — 62% veterans vs 23% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 23% new
Entry-cohort mix of 26 holders: 16 (62%) are 2+ year veterans, 4 entered 1–2 years ago, and 6 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 7% AUM from top-100

7% from top-100 AUM funds
8 of 26 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 2026 Q1, 9 hedge funds were net buyers of BOTJ (2 opened a new position, 7 added to an existing one), while 11 reduced or exited (7 trimmed, 4 sold completely) — a 45% buyer ratio, indicating roughly balanced activity. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 26.

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 · 79d ago
BOTJ
+17.7%
XLF
+9.5%

BOTJ outperformed XLF by +8.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
BOTJ
+4.3%
XLF
+5.8%

Since the filing became public, BOTJ outperformed XLF by -1.5% .

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.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.8
/ 10
conviction
Hedge Fund Positioning: BOTJ
26 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 26 28 -7.14%
13F Shares 1M 1M 2.24%
Total Value $28M $24M 13.4%
New Positions 2 5 -3
Increased Positions 7 6 +1
Closed Positions 4 1 +3
Reduced Positions 7 5 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: BOTJ

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Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

26 + 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 23 BOTJ holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Wells Fargo & Company/Mn 0.00% 6,343 $131K
18 Morgan Stanley 0.00% 4,026 $83K
19 BlackRock, Inc. 0.00% 10,797 $222K
20 Jones Financial Companies Lllp 0.00% 300 $6K
21 SBI Securities Co., Ltd. 0.00% 2 —
22 UBS Group AG 0.00% 60 $1K
23 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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their BOTJ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for BOTJ?

More sellers than buyers — 45% buying: Last quarter: 11 funds reduced or exited vs 9 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for BOTJ holders?

Smaller funds dominant — 7% AUM from top-100: 8 of 26 holders rank in the top 100 by AUM, but together hold only 7% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held BOTJ?

58% of holders stayed for 2+ years: 15 out of 26 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 +4.3% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of -1.5%. Since the quarter end (March 31, 2026), BOTJ has gained +17.7% vs +9.5% 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.

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