John Wiley & Sons Class B
WLYB
11 hedge funds and large institutions have $8.97M invested in John Wiley & Sons Class B in 2023 Q2 according to their latest regulatory filings, with 0 funds opening new positions, 3 increasing their positions, 0 reducing their positions, and 2 closing their positions.
0.18% more ownership
Funds ownership: 2.78% → 2.95% (+0.18%)
5% less capital invested
Capital invested by funds: $9.49M → $8.97M (-$520K)
15% less funds holding
Funds holding: 13 → 11 (-2)
100% less first-time investments, than exits
New positions opened: 0 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
+$610K |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
+$13.9K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$364 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$26.7K |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$18.6K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $4.94M | – | – | – |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.24M | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $694K | +$364 | +10 | +0% |
|
|
CC
4
Cannell & Co
New York
| $660K | – | – | – |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $580K | +$610K | +16,754 | +4,787% |
|
6
Neuberger Berman Group
New York
| $348K | – | – | – |
|
7
UBS Group
Zurich,
Switzerland
| $265K | – | – | – |
|
8
Vanguard Group
Malvern,
Pennsylvania
| $218K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $20.5K | +$13.9K | +381 | +172% |
|
10
BlackRock
New York
| $2.1K | – | – | – |
|
11
Wells Fargo
San Francisco,
California
| $212 | – | – | – |
|
|
12
Bank of America
Charlotte,
North Carolina
| – | -$26.7K | -700 | Closed |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$18.6K | -478 | Closed |
|
WLYB Hedge Fund Activity: Q2 2023 in Review
11 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q2 2023, worth a combined $8.97M — down 5.5% from $9.49M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of WLYB and 0 opened new positions — a net loss of 2 holders — while 0 trimmed existing stakes and 3 added.
The largest buyer was Caldwell Sutter Capital, adding an estimated $610K. The largest seller was Bank of America, exiting entirely with an estimated $26.7K sold.
- 11 institutional investors held John Wiley & Sons Class B (WLYB) as of Q2 2023, down from 13 in Q1 2023.
- Funds reported $8.97M of John Wiley & Sons Class B stock for Q2 2023, down 5.5% quarter-over-quarter.
- 0 funds opened new John Wiley & Sons Class B positions in Q2 2023 and 2 closed out, a net change of -2 holders.
- The largest John Wiley & Sons Class B buyer in Q2 2023 was Caldwell Sutter Capital, an estimated $610K added.
- The largest John Wiley & Sons Class B seller in Q2 2023 was Bank of America, an estimated $26.7K sold.
Based on aggregated 13F filings for Q2 2023.