John Wiley & Sons Class B
WLYB
16 hedge funds and large institutions have $7.15M invested in John Wiley & Sons Class B in 2014 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 0 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 4 | Existing positions reduced: 2
7% more funds holding
Funds holding: 15 → 16 (+1)
0% more ownership
Funds ownership: 1.34% → 1.34% (+0%)
7% less capital invested
Capital invested by funds: $7.67M → $7.15M (-$525K)
Top Buyers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.5K |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.08K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$1.5K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$1.2K |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$60 |
Top Sellers
| 1 |
Neuberger Berman Group
New York
|
-$7.78K |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.2K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CNB
1
City National Bank
Beverly Hills,
California
| $2.1M | – | – | – |
|
|
CC
2
Cannell & Co
New York
| $1.14M | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $997K | +$10.5K | +176 | +1% |
|
|
4
Neuberger Berman Group
New York
| $925K | -$7.78K | -130 | -0.8% |
|
|
GF
5
Gabelli Funds
Rye,
New York
| $717K | – | – | – |
|
|
RMCM
6
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $230K | – | – | – |
|
|
U
7
UBS
Zurich,
Switzerland
| $210K | +$60 | +1 | +0% |
|
|
WF
8
Welch & Forbes
Boston,
Massachusetts
| $202K | – | – | – |
|
9
Morgan Stanley
New York
| $146K | – | – | – |
|
10
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $134K | – | – | – |
|
|
BAM
11
Brave Asset Management
Summit,
New Jersey
| $123K | – | – | – |
|
|
12
Royal Bank of Canada
Toronto,
Ontario, Canada
| $121K | +$5.08K | +85 | +4% |
|
|
13
Invesco
Atlanta,
Georgia
| $56K | +$1.5K | +25 | +3% |
|
|
GD
14
Grandfield & Dodd
New York
| $48K | – | – | – |
|
|
15
Ameriprise
Minneapolis,
Minnesota
| $1K | -$1.2K | -20 | -50% |
|
|
16
Bank of America
Charlotte,
North Carolina
| $1K | +$1.2K | +20 | New |
|
WLYB Hedge Fund Activity: Q3 2014 in Review
16 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q3 2014, worth a combined $7.15M — down 6.8% from $7.67M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WLYB positions and 0 closed out — a net gain of 1 holder — while 4 added to existing stakes and 2 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $10.5K. The largest seller was Neuberger Berman Group, cutting an estimated $7.78K.
- 16 institutional investors held John Wiley & Sons Class B (WLYB) as of Q3 2014, up from 15 in Q2 2014.
- Funds reported $7.15M of John Wiley & Sons Class B stock for Q3 2014, down 6.8% quarter-over-quarter.
- 1 fund opened new John Wiley & Sons Class B positions in Q3 2014 and 0 closed out, a net change of +1 holder.
- The largest John Wiley & Sons Class B buyer in Q3 2014 was Dimensional Fund Advisors, an estimated $10.5K added.
- The largest John Wiley & Sons Class B seller in Q3 2014 was Neuberger Berman Group, an estimated $7.78K sold.
Based on aggregated 13F filings for Q3 2014.