John Wiley & Sons Class B
WLYB
15 hedge funds and large institutions have $7.67M invested in John Wiley & Sons Class B in 2014 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 2 closing their positions.
6% more capital invested
Capital invested by funds: $7.27M → $7.67M (+$402K)
0% less ownership
Funds ownership: 1.34% → 1.34% (-0%)
12% less funds holding
Funds holding: 17 → 15 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 1
Top Buyers
Top Sellers
| 1 |
U
UBS
Zurich,
Switzerland
|
-$400 |
| 2 |
Wells Fargo
San Francisco,
California
|
-$57 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNB
1
City National Bank
Beverly Hills,
California
| $2.27M | – | – | – |
|
|
CC
2
Cannell & Co
New York
| $1.21M | – | – | – |
|
3
Dimensional Fund Advisors
Austin,
Texas
| $1.05M | – | – | – |
|
4
Neuberger Berman Group
New York
| $1.01M | – | – | – |
|
|
GF
5
Gabelli Funds
Rye,
New York
| $774K | – | – | – |
|
|
RMCM
6
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $248K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $227K | -$400 | -7 | -0.2% |
|
|
WF
8
Welch & Forbes
Boston,
Massachusetts
| $218K | – | – | – |
|
9
Morgan Stanley
New York
| $157K | – | – | – |
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $145K | – | – | – |
|
|
BAM
11
Brave Asset Management
Summit,
New Jersey
| $133K | – | – | – |
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $123K | – | – | – |
|
13
Invesco
Atlanta,
Georgia
| $59K | – | – | – |
|
|
GD
14
Grandfield & Dodd
New York
| $51K | – | – | – |
|
15
Ameriprise
Minneapolis,
Minnesota
| $2K | – | – | – |
|
|
16
Wells Fargo
San Francisco,
California
| – | -$57 | -1 | Closed |
|
WLYB Hedge Fund Activity: Q2 2014 in Review
15 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q2 2014, worth a combined $7.67M — up 5.5% from $7.27M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WLYB and 0 opened new positions — a net loss of 2 holders — while 1 trimmed existing stakes and 0 added.
The largest seller was UBS, cutting an estimated $400.
- 15 institutional investors held John Wiley & Sons Class B (WLYB) as of Q2 2014, down from 17 in Q1 2014.
- Funds reported $7.67M of John Wiley & Sons Class B stock for Q2 2014, up 5.5% quarter-over-quarter.
- 0 funds opened new John Wiley & Sons Class B positions in Q2 2014 and 2 closed out, a net change of -2 holders.
- The largest John Wiley & Sons Class B seller in Q2 2014 was UBS, an estimated $400 sold.
Based on aggregated 13F filings for Q2 2014.