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John Wiley & Sons Class B
WLYB

18 hedge funds and large institutions have $18.1M invested in John Wiley & Sons Class B in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

29% more funds holding

Funds holding: 14 → 18 (+4)

21% more capital invested

Capital invested by funds: $15M → $18.1M (+$3.15M)

0.13% more ownership

Funds ownership: 3.33% → 3.47% (+0.13%)

100% less repeat investments, than reductions

Existing positions increased: 0 | Existing positions reduced: 1

Holders
18
Holders Change
+4
Holders Change %
+28.57%
% of All Funds
0.52%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
–
Reduced
1
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RMCM
Reynders McVeigh Capital Management
Massachusetts
+$209K
2
WF
Welch & Forbes
Massachusetts
+$204K
3
Morgan Stanley
Morgan Stanley
New York
+$132K
4
Bank of America
Bank of America
North Carolina
+$255

Top Sellers

1
U
UBS
Switzerland
-$9.31K
2
Wells Fargo
Wells Fargo
California
-$51
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$11M – – –
CNB
2
City National Bank
California
$2.06M – – –
KFC
3
Klingenstein Fields & Co
New York
$1.1M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$958K – – –
Neuberger Berman Group
5
Neuberger Berman Group
New York
$916K – – –
GF
6
Gabelli Funds
New York
$704K – – –
RMCM
7
Reynders McVeigh Capital Management
Massachusetts
$225K +$209K +4,100 New
WF
8
Welch & Forbes
Massachusetts
$220K +$204K +4,000 New
U
9
UBS
Switzerland
$211K -$9.31K -183 -5%
Morgan Stanley
10
Morgan Stanley
New York
$143K +$132K +2,600 New
California Public Employees Retirement System
11
California Public Employees Retirement System
California
$142K – – –
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$132K – – –
BAM
13
Brave Asset Management
New Jersey
$121K +$112K +2,200 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$112K – – –
GD
15
Grandfield & Dodd
New York
$47K – – –
Invesco
16
Invesco
Georgia
$9K – – –
Ameriprise
17
Ameriprise
Minnesota
$2K – – –
Wells Fargo
18
Wells Fargo
California
– -$51 -1 Closed
Bank of America
19
Bank of America
North Carolina
– +$255 +5 New

WLYB Hedge Fund Activity: Q4 2013 in Review

18 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q4 2013, worth a combined $18.1M — up 21% from $15M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new WLYB positions and 1 closed out — a net gain of 4 holders — while 0 added to existing stakes and 1 trimmed.

The largest buyer was Reynders McVeigh Capital Management, opening a new position worth an estimated $209K. The largest seller was UBS, cutting an estimated $9.31K.

  • 18 institutional investors held John Wiley & Sons Class B (WLYB) as of Q4 2013, up from 14 in Q3 2013.
  • Funds reported $18.1M of John Wiley & Sons Class B stock for Q4 2013, up 21% quarter-over-quarter.
  • 5 funds opened new John Wiley & Sons Class B positions in Q4 2013 and 1 closed out, a net change of +4 holders.
  • The largest John Wiley & Sons Class B buyer in Q4 2013 was Reynders McVeigh Capital Management, an estimated $209K added.
  • The largest John Wiley & Sons Class B seller in Q4 2013 was UBS, an estimated $9.31K sold.

Based on aggregated 13F filings for Q4 2013.