John Wiley & Sons Class B
WLYB
12 hedge funds and large institutions have $13.3M 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, 4 reducing their positions, and 1 closing their positions.
34% more capital invested
Capital invested by funds: $9.96M → $13.3M (+$3.38M)
1.64% more ownership
Funds ownership: 2.95% → 4.6% (+1.6%)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
75% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$4.53M |
| 2 |
Geode Capital Management
Boston,
Massachusetts
|
+$253K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$82.9K |
| 2 |
Neuberger Berman Group
New York
|
-$77.7K |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.8K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$4.78K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$746 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $9.37M | +$4.53M | +145,704 | +100% |
|
2
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.21M | – | – | – |
|
|
CC
3
Cannell & Co
New York
| $643K | – | – | – |
|
|
4
Dimensional Fund Advisors
Austin,
Texas
| $589K | -$82.9K | -2,670 | -13% |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $550K | – | – | – |
|
|
6
Geode Capital Management
Boston,
Massachusetts
| $262K | +$253K | +8,147 | New |
|
|
7
UBS Group
Zurich,
Switzerland
| $254K | -$746 | -24 | -0.3% |
|
|
8
Neuberger Berman Group
New York
| $250K | -$77.7K | -2,500 | -24% |
|
9
Vanguard Group
Malvern,
Pennsylvania
| $206K | – | – | – |
|
|
TRCT
10
Tower Research Capital (TRC)
New York
| $2.06K | -$4.78K | -154 | -71% |
|
11
BlackRock
New York
| $1.99K | – | – | – |
|
12
Wells Fargo
San Francisco,
California
| $252 | – | – | – |
|
|
13
Bank of Montreal
Toronto,
Ontario, Canada
| – | -$4.8K | -129 | Closed |
|
WLYB Hedge Fund Activity: Q4 2023 in Review
12 of the 6,862 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q4 2023, worth a combined $13.3M — up 34% 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 4 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $4.53M. 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 $13.3M of John Wiley & Sons Class B stock for Q4 2023, up 34% 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 Morgan Stanley, an estimated $4.53M 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.