John Wiley & Sons Class B
WLYB
14 hedge funds and large institutions have $9.98M invested in John Wiley & Sons Class B in 2022 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
8% more funds holding
Funds holding: 13 → 14 (+1)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.09% less ownership
Funds ownership: 2.98% → 2.89% (-0.09%)
23% less capital invested
Capital invested by funds: $12.9M → $9.98M (-$2.95M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DBG
De Burlo Group
Boston,
Massachusetts
|
+$84.5K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$22.8K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$9.68K |
| 4 |
Morgan Stanley
New York
|
+$44 |
| 5 |
Wells Fargo
San Francisco,
California
|
+$44 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GF
Gabelli Funds
Rye,
New York
|
-$259K |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
-$246K |
| 3 |
BlackRock
New York
|
-$34.6K |
| 4 |
Neuberger Berman Group
New York
|
-$4.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EVM
1
Eaton Vance Management
Boston,
Massachusetts
| $5.57M | – | – | – |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.68M | – | – | – |
|
3
Dimensional Fund Advisors
Austin,
Texas
| $856K | – | – | – |
|
|
CC
4
Cannell & Co
New York
| $765K | – | – | – |
|
|
5
Neuberger Berman Group
New York
| $384K | -$4.4K | -100 | -1% |
|
6
UBS Group
Zurich,
Switzerland
| $355K | – | – | – |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $240K | – | – | – |
|
|
DBG
8
De Burlo Group
Boston,
Massachusetts
| $73.4K | +$84.5K | +1,920 | New |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $31K | +$22.8K | +519 | +163% |
|
10
Bank of America
Charlotte,
North Carolina
| $26K | – | – | – |
|
|
11
BlackRock
New York
| $2K | -$34.6K | -787 | -93% |
|
|
12
Bank of Montreal
Toronto,
Ontario, Canada
| $11 | +$9.68K | +220 | New |
|
|
GF
13
Gabelli Funds
Rye,
New York
| – | -$259K | -5,400 | Closed |
|
|
CL
14
CSS LLC
Chicago,
Illinois
| – | -$246K | -5,133 | Closed |
|
|
15
Morgan Stanley
New York
| – | +$44 | +1 | New |
|
|
16
Wells Fargo
San Francisco,
California
| – | +$44 | +1 | +17% |
|
WLYB Hedge Fund Activity: Q3 2022 in Review
14 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q3 2022, worth a combined $9.98M — down 23% from $12.9M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new WLYB positions and 2 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was De Burlo Group, opening a new position worth an estimated $84.5K. The largest seller was Gabelli Funds, exiting entirely with an estimated $259K sold.
- 14 institutional investors held John Wiley & Sons Class B (WLYB) as of Q3 2022, up from 13 in Q2 2022.
- Funds reported $9.98M of John Wiley & Sons Class B stock for Q3 2022, down 23% quarter-over-quarter.
- 3 funds opened new John Wiley & Sons Class B positions in Q3 2022 and 2 closed out, a net change of +1 holder.
- The largest John Wiley & Sons Class B buyer in Q3 2022 was De Burlo Group, an estimated $84.5K added.
- The largest John Wiley & Sons Class B seller in Q3 2022 was Gabelli Funds, an estimated $259K sold.
Based on aggregated 13F filings for Q3 2022.