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John Wiley & Sons Class B

12 hedge funds and large institutions have $8.3M invested in John Wiley & Sons Class B in 2019 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $7.76M → $8.3M (+$535K)

0% more funds holding

Funds holding: 1212 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

0.03% less ownership

Funds ownership: 1.9%1.87% (-0.03%)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
12
Holders Change
Holders Change %
0%
% of All Funds
0.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
1
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
1
Eaton Vance Management
Massachusetts
$3.17M
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.05M
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$1.01M
CC
4
Cannell & Co
New York
$968K
Neuberger Berman Group
5
Neuberger Berman Group
New York
$633K
UBS Group
6
UBS Group
Switzerland
$611K -$65.1K -1,400 -10%
GF
7
Gabelli Funds
New York
$281K -$233K -5,000 -46%
CL
8
CSS LLC
Illinois
$256K
Wells Fargo
9
Wells Fargo
California
$145K +$140K +3,000 +300,000%
Morgan Stanley
10
Morgan Stanley
New York
$97K
BlackRock
11
BlackRock
New York
$38K +$36.6K +787 New
Bank of America
12
Bank of America
North Carolina
$34K -$279 -6 -0.8%

WLYB Hedge Fund Activity: Q4 2019 in Review

12 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q4 2019, worth a combined $8.3M — up 6.9% from $7.76M a quarter earlier.

Fund positioning in WLYB was balanced in Q4 2019: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was Wells Fargo, adding an estimated $140K. The largest seller was Gabelli Funds, cutting an estimated $233K.

  • 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $8.3M of John Wiley & Sons Class B stock for Q4 2019, up 6.9% quarter-over-quarter.
  • 1 fund opened new John Wiley & Sons Class B positions in Q4 2019 and 1 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class B buyer in Q4 2019 was Wells Fargo, an estimated $140K added.
  • The largest John Wiley & Sons Class B seller in Q4 2019 was Gabelli Funds, an estimated $233K sold.

Based on aggregated 13F filings for Q4 2019.