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John Wiley & Sons Class B
WLYB

16 hedge funds and large institutions have $7.59M invested in John Wiley & Sons Class B in 2014 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

6% more capital invested

Capital invested by funds: $7.15M → $7.59M (+$444K)

0% more funds holding

Funds holding: 16 → 16 (0)

0% more ownership

Funds ownership: 1.34% → 1.34% (+0%)

33% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 3

Holders
16
Holders Change
–
Holders Change %
0%
% of All Funds
0.43%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
2
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$28.5K
2
Invesco
Invesco
Georgia
+$3.14K
3
Wells Fargo
Wells Fargo
California
+$57

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$5.71K
2
WF
Welch & Forbes
Massachusetts
-$5.71K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.14K
4
Ameriprise
Ameriprise
Minnesota
-$1K
Name Holding Trade Value Shares
Change 		Change in
Stake
CNB
1
City National Bank
California
$2.22M – – –
CC
2
Cannell & Co
New York
$1.21M – – –
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.09M +$28.5K +499 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$972K -$5.71K -100 -0.6%
GF
5
Gabelli Funds
New York
$758K – – –
RMCM
6
Reynders McVeigh Capital Management
Massachusetts
$243K – – –
UBS Group
7
UBS Group
Switzerland
$222K +$214K +3,744 New
WF
8
Welch & Forbes
Massachusetts
$207K -$5.71K -100 -3%
Morgan Stanley
9
Morgan Stanley
New York
$154K – – –
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$142K – – –
BAM
11
Brave Asset Management
New Jersey
$130K – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$128K -$1.14K -20 -0.9%
Invesco
13
Invesco
Georgia
$63K +$3.14K +55 +5%
GD
14
Grandfield & Dodd
New York
$50K – – –
Bank of America
15
Bank of America
North Carolina
$1K – – –
Ameriprise
16
Ameriprise
Minnesota
– -$1K -20 Closed
Wells Fargo
17
Wells Fargo
California
– +$57 +1 New

WLYB Hedge Fund Activity: Q4 2014 in Review

16 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q4 2014, worth a combined $7.59M — up 6.2% from $7.15M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new WLYB positions and 1 closed out — a net gain of 1 holder — while 2 added to existing stakes and 3 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $28.5K. The largest seller was Neuberger Berman Group, cutting an estimated $5.71K.

  • 16 institutional investors held John Wiley & Sons Class B (WLYB) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $7.59M of John Wiley & Sons Class B stock for Q4 2014, up 6.2% quarter-over-quarter.
  • 2 funds opened new John Wiley & Sons Class B positions in Q4 2014 and 1 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class B buyer in Q4 2014 was Dimensional Fund Advisors, an estimated $28.5K added.
  • The largest John Wiley & Sons Class B seller in Q4 2014 was Neuberger Berman Group, an estimated $5.71K sold.

Based on aggregated 13F filings for Q4 2014.