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John Wiley & Sons Class B
WLYB

15 hedge funds and large institutions have $19.9M invested in John Wiley & Sons Class B in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

162% more capital invested

Capital invested by funds: $7.59M → $19.9M (+$12.3M)

2.1% more ownership

Funds ownership: 1.34% → 3.44% (+2.1%)

6% less funds holding

Funds holding: 16 → 15 (-1)

50% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 2

Holders
15
Holders Change
-1
Holders Change %
-6.25%
% of All Funds
0.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
3
Reduced
1
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$12.3M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$10.5K
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$62
4
UBS Group
UBS Group
Switzerland
+$62

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$63K
2
Neuberger Berman Group
Neuberger Berman Group
New York
-$6.15K
3
Wells Fargo
Wells Fargo
California
-$62
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$12.2M +$12.3M +200,000 New
CNB
2
City National Bank
California
$2.29M – – –
CC
3
Cannell & Co
New York
$1.22M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$1.11M +$10.5K +170 +0.9%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$996K -$6.15K -100 -0.6%
GF
6
Gabelli Funds
New York
$781K – – –
RMCM
7
Reynders McVeigh Capital Management
Massachusetts
$250K – – –
UBS Group
8
UBS Group
Switzerland
$229K +$62 +1 +0%
WF
9
Welch & Forbes
Massachusetts
$214K – – –
Morgan Stanley
10
Morgan Stanley
New York
$159K – – –
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$146K – – –
BAM
12
Brave Asset Management
New Jersey
$134K – – –
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$129K +$62 +1 +0%
GD
14
Grandfield & Dodd
New York
$52K – – –
Bank of America
15
Bank of America
North Carolina
$1K – – –
Invesco
16
Invesco
Georgia
– -$63K -1,057 Closed
Wells Fargo
17
Wells Fargo
California
– -$62 -1 Closed

WLYB Hedge Fund Activity: Q1 2015 in Review

15 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q1 2015, worth a combined $19.9M — up 162% from $7.59M a quarter earlier.

Sellers outnumbered buyers: 2 funds closed out of WLYB and 1 opened new positions — a net loss of 1 holder — while 1 trimmed existing stakes and 3 added.

The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $12.3M. The largest seller was Invesco, exiting entirely with an estimated $63K sold.

  • 15 institutional investors held John Wiley & Sons Class B (WLYB) as of Q1 2015, down from 16 in Q4 2014.
  • Funds reported $19.9M of John Wiley & Sons Class B stock for Q1 2015, up 162% quarter-over-quarter.
  • 1 fund opened new John Wiley & Sons Class B positions in Q1 2015 and 2 closed out, a net change of -1 holder.
  • The largest John Wiley & Sons Class B buyer in Q1 2015 was Bank of Nova Scotia, an estimated $12.3M added.
  • The largest John Wiley & Sons Class B seller in Q1 2015 was Invesco, an estimated $63K sold.

Based on aggregated 13F filings for Q1 2015.