John Wiley & Sons Class B
WLYB
15 hedge funds and large institutions have $7.1M invested in John Wiley & Sons Class B in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
100% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 1
39% more capital invested
Capital invested by funds: $5.1M → $7.1M (+$2M)
36% more funds holding
Funds holding: 11 → 15 (+4)
0.36% more ownership
Funds ownership: 1.03% → 1.39% (+0.36%)
Top Buyers
| 1 |
UBS Group
Zurich,
Switzerland
|
+$476K |
| 2 |
Goldman Sachs
New York
|
+$441K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$386K |
| 4 |
Millennium Management
New York
|
+$334K |
| 5 |
RMCM
Reynders McVeigh Capital Management
Boston,
Massachusetts
|
+$227K |
Top Sellers
| 1 |
Neuberger Berman Group
New York
|
-$74.9K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$55 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.16M | – | – | – |
|
|
CC
2
Cannell & Co
New York
| $1.08M | – | – | – |
|
3
Dimensional Fund Advisors
Austin,
Texas
| $997K | – | – | – |
|
|
4
Neuberger Berman Group
New York
| $723K | -$74.9K | -1,350 | -9% |
|
|
5
UBS Group
Zurich,
Switzerland
| $705K | +$476K | +8,576 | +190% |
|
|
GF
6
Gabelli Funds
Rye,
New York
| $689K | – | – | – |
|
|
7
Goldman Sachs
New York
| $428K | +$441K | +7,945 | New |
|
|
8
Citadel Advisors
Miami,
Florida
| $375K | +$386K | +6,958 | New |
|
|
9
Millennium Management
New York
| $325K | +$334K | +6,031 | New |
|
|
RMCM
10
Reynders McVeigh Capital Management
Boston,
Massachusetts
| $221K | +$227K | +4,100 | New |
|
11
Morgan Stanley
New York
| $140K | – | – | – |
|
|
BAM
12
Brave Asset Management
Summit,
New Jersey
| $118K | – | – | – |
|
13
Bank of America
Charlotte,
North Carolina
| $66K | +$68.3K | +1,231 | New |
|
|
GD
14
Grandfield & Dodd
New York
| $46K | – | – | – |
|
|
TRCT
15
Tower Research Capital (TRC)
New York
| $26K | +$13.7K | +247 | +102% |
|
|
16
Wells Fargo
San Francisco,
California
| – | -$55 | -1 | Closed |
|
WLYB Hedge Fund Activity: Q3 2016 in Review
15 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q3 2016, worth a combined $7.1M — up 39% from $5.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new WLYB positions and 1 closed out — a net gain of 4 holders — while 2 added to existing stakes and 1 trimmed.
The largest buyer was UBS Group, adding an estimated $476K. The largest seller was Neuberger Berman Group, cutting an estimated $74.9K.
- 15 institutional investors held John Wiley & Sons Class B (WLYB) as of Q3 2016, up from 11 in Q2 2016.
- Funds reported $7.1M of John Wiley & Sons Class B stock for Q3 2016, up 39% quarter-over-quarter.
- 5 funds opened new John Wiley & Sons Class B positions in Q3 2016 and 1 closed out, a net change of +4 holders.
- The largest John Wiley & Sons Class B buyer in Q3 2016 was UBS Group, an estimated $476K added.
- The largest John Wiley & Sons Class B seller in Q3 2016 was Neuberger Berman Group, an estimated $74.9K sold.
Based on aggregated 13F filings for Q3 2016.