John Wiley & Sons Class B
WLYB
12 hedge funds and large institutions have $9.96M invested in John Wiley & Sons Class B in 2023 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 0 closing their positions.
11% more capital invested
Capital invested by funds: $8.97M → $9.96M (+$990K)
9% more funds holding
Funds holding: 11 → 12 (+1)
0% more ownership
Funds ownership: 2.95% → 2.95% (+0%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$4.54K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$4.37K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$70 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$13.6K |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$810 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $5.45M | – | – | – |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.41M | – | – | – |
|
|
3
Dimensional Fund Advisors
Austin,
Texas
| $785K | -$810 | -23 | -0.1% |
|
|
CC
4
Cannell & Co
New York
| $748K | – | – | – |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $639K | – | – | – |
|
6
Neuberger Berman Group
New York
| $384K | – | – | – |
|
|
7
UBS Group
Zurich,
Switzerland
| $296K | +$4.37K | +124 | +2% |
|
8
Vanguard Group
Malvern,
Pennsylvania
| $240K | – | – | – |
|
|
TRCT
9
Tower Research Capital (TRC)
New York
| $8.15K | -$13.6K | -385 | -64% |
|
|
10
Bank of Montreal
Toronto,
Ontario, Canada
| $4.8K | +$4.54K | +129 | New |
|
11
BlackRock
New York
| $2.32K | – | – | – |
|
|
12
Wells Fargo
San Francisco,
California
| $294 | +$70 | +2 | +33% |
|
WLYB Hedge Fund Activity: Q3 2023 in Review
12 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q3 2023, worth a combined $9.96M — up 11% from $8.97M a quarter earlier.
Buyers outnumbered sellers: 1 fund opened new WLYB positions and 0 closed out — a net gain of 1 holder — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Bank of Montreal, opening a new position worth an estimated $4.54K. The largest seller was Tower Research Capital (TRC), cutting an estimated $13.6K.
- 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q3 2023, up from 11 in Q2 2023.
- Funds reported $9.96M of John Wiley & Sons Class B stock for Q3 2023, up 11% quarter-over-quarter.
- 1 fund opened new John Wiley & Sons Class B positions in Q3 2023 and 0 closed out, a net change of +1 holder.
- The largest John Wiley & Sons Class B buyer in Q3 2023 was Bank of Montreal, an estimated $4.54K added.
- The largest John Wiley & Sons Class B seller in Q3 2023 was Tower Research Capital (TRC), an estimated $13.6K sold.
Based on aggregated 13F filings for Q3 2023.