John Wiley & Sons Class B
WLYB
12 hedge funds and large institutions have $9.24M invested in John Wiley & Sons Class B in 2022 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 3 closing their positions.
0.06% less ownership
Funds ownership: 2.89% → 2.83% (-0.06%)
7% less capital invested
Capital invested by funds: $9.98M → $9.24M (-$748K)
14% less funds holding
Funds holding: 14 → 12 (-2)
33% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 3
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6.15M |
| 2 |
CL
CSS LLC
Chicago,
Illinois
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$262K |
| 2 |
DBG
De Burlo Group
Boston,
Massachusetts
|
-$73.4K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$67.2K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$31K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$42 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $5.76M | +$6.15M | +145,703 | +14,570,300% |
|
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.48M | -$262K | -6,200 | -14% |
|
|
CC
3
Cannell & Co
New York
| $785K | – | – | – |
|
4
Neuberger Berman Group
New York
| $405K | – | – | – |
|
|
5
UBS Group
Zurich,
Switzerland
| $311K | -$67.2K | -1,592 | -17% |
|
6
Vanguard Group
Malvern,
Pennsylvania
| $253K | – | – | – |
|
|
CL
7
CSS LLC
Chicago,
Illinois
| $202K | +$217K | +5,133 | New |
|
8
Bank of America
Charlotte,
North Carolina
| $27.6K | – | – | – |
|
|
CSC
9
Caldwell Sutter Capital
Sausalito,
California
| $13.8K | +$14.8K | +350 | New |
|
10
BlackRock
New York
| $2.45K | – | – | – |
|
11
Dimensional Fund Advisors
Austin,
Texas
| $826 | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| $235 | -$42 | -1 | -14% |
|
|
DBG
13
De Burlo Group
Boston,
Massachusetts
| – | -$73.4K | -1,920 | Closed |
|
|
TRCT
14
Tower Research Capital (TRC)
New York
| – | -$31K | -838 | Closed |
|
15
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$11 | -220 | Closed |
|
WLYB Hedge Fund Activity: Q4 2022 in Review
12 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q4 2022, worth a combined $9.24M — down 7.5% from $9.98M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of WLYB and 2 opened new positions — a net loss of 1 holder — while 3 trimmed existing stakes and 1 added.
The largest buyer was Morgan Stanley, adding an estimated $6.15M. The largest seller was Royal Bank of Canada, cutting an estimated $262K.
- 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q4 2022, down from 14 in Q3 2022.
- Funds reported $9.24M of John Wiley & Sons Class B stock for Q4 2022, down 7.5% quarter-over-quarter.
- 2 funds opened new John Wiley & Sons Class B positions in Q4 2022 and 3 closed out, a net change of -1 holder.
- The largest John Wiley & Sons Class B buyer in Q4 2022 was Morgan Stanley, an estimated $6.15M added.
- The largest John Wiley & Sons Class B seller in Q4 2022 was Royal Bank of Canada, an estimated $262K sold.
Based on aggregated 13F filings for Q4 2022.