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John Wiley & Sons Class B
WLYB

14 hedge funds and large institutions have $15M invested in John Wiley & Sons Class B in 2013 Q3 according to their latest regulatory filings, with 0 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $12.7M → $15M (+$2.28M)

0% more funds holding

Funds holding: 14 → 14 (0)

0% more ownership

Funds ownership: 3.33% → 3.33% (+0%)

0% more repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 2

Holders
14
Holders Change
–
Holders Change %
0%
% of All Funds
0.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
–
Increased
2
Reduced
2
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
California Public Employees Retirement System
California Public Employees Retirement System
California
+$22.2K
2
U
UBS
Switzerland
+$5.99K

Top Sellers

Rank Fund Capital Flow
1
Neuberger Berman Group
Neuberger Berman Group
New York
-$31.1K
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.15K
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$9.42M – – –
CNB
2
City National Bank
California
$1.78M – – –
KFC
3
Klingenstein Fields & Co
New York
$955K – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$818K -$1.15K -26 -0.1%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$793K -$31.1K -700 -4%
GF
6
Gabelli Funds
New York
$609K – – –
U
7
UBS
Switzerland
$191K +$5.99K +135 +3%
California Public Employees Retirement System
8
California Public Employees Retirement System
California
$123K +$22.2K +500 +24%
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$114K – – –
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$96K – – –
GD
11
Grandfield & Dodd
New York
$40K – – –
Invesco
12
Invesco
Georgia
$8K – – –
Ameriprise
13
Ameriprise
Minnesota
$2K – – –

WLYB Hedge Fund Activity: Q3 2013 in Review

14 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q3 2013, worth a combined $15M — up 18% from $12.7M a quarter earlier.

Fund positioning in WLYB was balanced in Q3 2013: 0 funds opened new positions, 0 closed out, 2 added to existing stakes and 2 trimmed.

The largest buyer was California Public Employees Retirement System, adding an estimated $22.2K. The largest seller was Neuberger Berman Group, cutting an estimated $31.1K.

  • 14 institutional investors held John Wiley & Sons Class B (WLYB) as of Q3 2013, unchanged from Q2 2013.
  • Funds reported $15M of John Wiley & Sons Class B stock for Q3 2013, up 18% quarter-over-quarter.
  • 0 funds opened new John Wiley & Sons Class B positions in Q3 2013 and 0 closed out.
  • The largest John Wiley & Sons Class B buyer in Q3 2013 was California Public Employees Retirement System, an estimated $22.2K added.
  • The largest John Wiley & Sons Class B seller in Q3 2013 was Neuberger Berman Group, an estimated $31.1K sold.

Based on aggregated 13F filings for Q3 2013.