John Wiley & Sons Class B
WLYB
13 hedge funds and large institutions have $9.49M invested in John Wiley & Sons Class B in 2023 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 0 increasing their positions, 2 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
8% more funds holding
Funds holding: 12 → 13 (+1)
3% more capital invested
Capital invested by funds: $9.24M → $9.49M (+$258K)
0.05% less ownership
Funds ownership: 2.83% → 2.78% (-0.05%)
100% less repeat investments, than reductions
Existing positions increased: 0 | Existing positions reduced: 2
Top Buyers
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$19.7K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$9.14K |
Top Sellers
| 1 |
CL
CSS LLC
Chicago,
Illinois
|
-$202K |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.09K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$2.26K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $5.56M | – | – | – |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.4M | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $781K | -$2.26K | -55 | -0.3% |
|
|
CC
4
Cannell & Co
New York
| $744K | – | – | – |
|
5
Neuberger Berman Group
New York
| $392K | – | – | – |
|
|
6
UBS Group
Zurich,
Switzerland
| $298K | -$3.09K | -75 | -1% |
|
7
Vanguard Group
Malvern,
Pennsylvania
| $245K | – | – | – |
|
8
Bank of America
Charlotte,
North Carolina
| $26.7K | – | – | – |
|
|
9
Bank of Montreal
Toronto,
Ontario, Canada
| $18.6K | +$19.7K | +478 | New |
|
|
CSC
10
Caldwell Sutter Capital
Sausalito,
California
| $13.4K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $8K | +$9.14K | +222 | New |
|
12
BlackRock
New York
| $2.37K | – | – | – |
|
13
Wells Fargo
San Francisco,
California
| $259 | – | – | – |
|
|
CL
14
CSS LLC
Chicago,
Illinois
| – | -$202K | -5,133 | Closed |
|
WLYB Hedge Fund Activity: Q1 2023 in Review
13 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q1 2023, worth a combined $9.49M — up 2.8% from $9.24M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WLYB positions and 1 closed out — a net gain of 1 holder — while 0 added to existing stakes and 2 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $19.7K. The largest seller was CSS LLC, exiting entirely with an estimated $202K sold.
- 13 institutional investors held John Wiley & Sons Class B (WLYB) as of Q1 2023, up from 12 in Q4 2022.
- Funds reported $9.49M of John Wiley & Sons Class B stock for Q1 2023, up 2.8% quarter-over-quarter.
- 2 funds opened new John Wiley & Sons Class B positions in Q1 2023 and 1 closed out, a net change of +1 holder.
- The largest John Wiley & Sons Class B buyer in Q1 2023 was Bank of Montreal, an estimated $19.7K added.
- The largest John Wiley & Sons Class B seller in Q1 2023 was CSS LLC, an estimated $202K sold.
Based on aggregated 13F filings for Q1 2023.