John Wiley & Sons Class B
WLYB
12 hedge funds and large institutions have $7.76M invested in John Wiley & Sons Class B in 2019 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 2
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.03% less ownership
Funds ownership: 1.93% → 1.9% (-0.03%)
4% less capital invested
Capital invested by funds: $8.09M → $7.76M (-$326K)
Top Buyers
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$20.2K |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$311 |
| 3 |
Barclays
London,
United Kingdom
|
+$89 |
| 4 |
Wells Fargo
San Francisco,
California
|
+$44 |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$133K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$7K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$3.99K |
| 4 |
AG
Aperio Group
Sausalito,
California
|
-$3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
1
Eaton Vance Management
Boston,
Massachusetts
| $2.94M | – | – | – |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $977K | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $922K | +$20.2K | +455 | +2% |
|
|
CC
4
Cannell & Co
New York
| $906K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $614K | -$3.99K | -90 | -0.6% |
|
6
Neuberger Berman Group
New York
| $572K | – | – | – |
|
|
GF
7
Gabelli Funds
Rye,
New York
| $473K | – | – | – |
|
|
CL
8
CSS LLC
Chicago,
Illinois
| $237K | – | – | – |
|
|
9
Morgan Stanley
New York
| $88K | -$133K | -3,000 | -60% |
|
|
10
Bank of America
Charlotte,
North Carolina
| $31K | +$311 | +7 | +1% |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| – | -$7K | -154 | Closed |
|
|
AG
12
Aperio Group
Sausalito,
California
| – | -$3K | -62 | Closed |
|
|
13
Wells Fargo
San Francisco,
California
| – | +$44 | +1 | New |
|
|
14
Barclays
London,
United Kingdom
| – | +$89 | +2 | New |
|
WLYB Hedge Fund Activity: Q3 2019 in Review
12 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q3 2019, worth a combined $7.76M — down 4% from $8.09M a quarter earlier.
Fund positioning in WLYB was balanced in Q3 2019: 2 funds opened new positions, 2 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Dimensional Fund Advisors, adding an estimated $20.2K. The largest seller was Morgan Stanley, cutting an estimated $133K.
- 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q3 2019, unchanged from Q2 2019.
- Funds reported $7.76M of John Wiley & Sons Class B stock for Q3 2019, down 4% quarter-over-quarter.
- 2 funds opened new John Wiley & Sons Class B positions in Q3 2019 and 2 closed out, a net change of 0 holders.
- The largest John Wiley & Sons Class B buyer in Q3 2019 was Dimensional Fund Advisors, an estimated $20.2K added.
- The largest John Wiley & Sons Class B seller in Q3 2019 was Morgan Stanley, an estimated $133K sold.
Based on aggregated 13F filings for Q3 2019.