John Wiley & Sons Class B
WLYB
12 hedge funds and large institutions have $12.2M invested in John Wiley & Sons Class B in 2024 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 1 increasing their positions, 3 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
0% more funds holding
Funds holding: 12 → 12 (0)
1.05% less ownership
Funds ownership: 4.6% → 3.55% (-1.1%)
9% less capital invested
Capital invested by funds: $13.3M → $12.2M (-$1.18M)
67% less repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 3
Top Buyers
| 1 |
PI
PFG Investments
Woodbury,
New York
|
+$1.82M |
| 2 |
CS
Cannell & Spears
New York
|
+$682K |
| 3 |
Geode Capital Management
Boston,
Massachusetts
|
+$49.8K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$4.97M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$105K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$34.1K |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.06K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Morgan Stanley
New York
| $5.54M | -$4.97M | -145,704 | -50% |
|
|
PI
2
PFG Investments
Woodbury,
New York
| $2.03M | +$1.82M | +53,477 | New |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.43M | – | – | – |
|
|
CS
4
Cannell & Spears
New York
| $759K | +$682K | +20,000 | New |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $650K | – | – | – |
|
|
6
Dimensional Fund Advisors
Austin,
Texas
| $579K | -$105K | -3,077 | -17% |
|
|
7
Geode Capital Management
Boston,
Massachusetts
| $365K | +$49.8K | +1,461 | +18% |
|
8
Neuberger Berman Group
New York
| $295K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $262K | -$34.1K | -1,000 | -13% |
|
10
Vanguard Group
Malvern,
Pennsylvania
| $244K | – | – | – |
|
11
BlackRock
New York
| $2.36K | – | – | – |
|
12
Wells Fargo
San Francisco,
California
| $298 | – | – | – |
|
|
TRCT
13
Tower Research Capital (TRC)
New York
| – | -$2.06K | -64 | Closed |
|
WLYB Hedge Fund Activity: Q1 2024 in Review
12 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q1 2024, worth a combined $12.2M — down 8.9% from $13.3M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new WLYB positions and 1 closed out — a net gain of 1 holder — while 1 added to existing stakes and 3 trimmed.
The largest buyer was PFG Investments, opening a new position worth an estimated $1.82M. The largest seller was Morgan Stanley, cutting an estimated $4.97M.
- 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $12.2M of John Wiley & Sons Class B stock for Q1 2024, down 8.9% quarter-over-quarter.
- 2 funds opened new John Wiley & Sons Class B positions in Q1 2024 and 1 closed out, a net change of +1 holder.
- The largest John Wiley & Sons Class B buyer in Q1 2024 was PFG Investments, an estimated $1.82M added.
- The largest John Wiley & Sons Class B seller in Q1 2024 was Morgan Stanley, an estimated $4.97M sold.
Based on aggregated 13F filings for Q1 2024.