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John Wiley & Sons Class B
WLYB

12 hedge funds and large institutions have $8.91M invested in John Wiley & Sons Class B in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 2.95% → 3.07% (+0.12%)

0% more funds holding

Funds holding: 12 → 12 (0)

0% more first-time investments, than exits

New positions opened: 1 | Existing positions closed: 1

11% less capital invested

Capital invested by funds: $9.96M → $8.91M (-$1.06M)

67% less repeat investments, than reductions

Existing positions increased: 1 | Existing positions reduced: 3

Holders
12
Holders Change
–
Holders Change %
0%
% of All Funds
0.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
1
Reduced
3
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Geode Capital Management
Geode Capital Management
Massachusetts
+$253K
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$163K

Top Sellers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$82.9K
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.8K
3
TRCT
Tower Research Capital (TRC)
New York
-$4.78K
4
UBS Group
UBS Group
Switzerland
-$746

WLYB Hedge Fund Activity: Q4 2023 in Review

12 of the 6,871 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q4 2023, worth a combined $8.91M — down 11% from $9.96M a quarter earlier.

Fund positioning in WLYB was balanced in Q4 2023: 1 fund opened new positions, 1 closed out, 1 added to existing stakes and 3 trimmed.

The largest buyer was Geode Capital Management, opening a new position worth an estimated $253K. The largest seller was Dimensional Fund Advisors, cutting an estimated $82.9K.

  • 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $8.91M of John Wiley & Sons Class B stock for Q4 2023, down 11% quarter-over-quarter.
  • 1 fund opened new John Wiley & Sons Class B positions in Q4 2023 and 1 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class B buyer in Q4 2023 was Geode Capital Management, an estimated $253K added.
  • The largest John Wiley & Sons Class B seller in Q4 2023 was Dimensional Fund Advisors, an estimated $82.9K sold.

Based on aggregated 13F filings for Q4 2023.