John Wiley & Sons Class B
WLYB
12 hedge funds and large institutions have $12.7M invested in John Wiley & Sons Class B in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
4% more capital invested
Capital invested by funds: $12.2M → $12.7M (+$543K)
0% more funds holding
Funds holding: 12 → 12 (0)
0% more first-time investments, than exits
New positions opened: 1 | Existing positions closed: 1
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
0.07% less ownership
Funds ownership: 3.55% → 3.47% (-0.07%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Neuberger Berman Group
New York
|
+$95.7K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$5.05K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$268 |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
-$206K |
| 2 |
CSC
Caldwell Sutter Capital
Sausalito,
California
|
-$190K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$306 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1
Morgan Stanley
New York
| $5.92M | – | – | – |
|
|
PI
2
PFG Investments
Woodbury,
New York
| $2.17M | – | – | – |
|
3
Royal Bank of Canada
Toronto,
Ontario, Canada
| $1.54M | – | – | – |
|
|
CS
4
Cannell & Spears
New York
| $819K | – | – | – |
|
|
CSC
5
Caldwell Sutter Capital
Sausalito,
California
| $493K | -$190K | -4,970 | -29% |
|
|
6
Neuberger Berman Group
New York
| $417K | +$95.7K | +2,500 | +32% |
|
|
7
Dimensional Fund Advisors
Austin,
Texas
| $404K | -$206K | -5,375 | -35% |
|
8
Geode Capital Management
Boston,
Massachusetts
| $388K | – | – | – |
|
|
9
UBS Group
Zurich,
Switzerland
| $286K | +$5.05K | +132 | +2% |
|
10
Vanguard Group
Malvern,
Pennsylvania
| $261K | – | – | – |
|
11
BlackRock
New York
| $2.52K | – | – | – |
|
|
12
Bank of America
Charlotte,
North Carolina
| $284 | +$268 | +7 | New |
|
|
13
Wells Fargo
San Francisco,
California
| $9 | -$306 | -8 | Closed |
|
WLYB Hedge Fund Activity: Q2 2024 in Review
12 of the 6,926 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class B (WLYB) for Q2 2024, worth a combined $12.7M — up 4.5% from $12.2M a quarter earlier.
Fund positioning in WLYB was balanced in Q2 2024: 1 fund opened new positions, 1 closed out, 2 added to existing stakes and 2 trimmed.
The largest buyer was Neuberger Berman Group, adding an estimated $95.7K. The largest seller was Dimensional Fund Advisors, cutting an estimated $206K.
- 12 institutional investors held John Wiley & Sons Class B (WLYB) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $12.7M of John Wiley & Sons Class B stock for Q2 2024, up 4.5% quarter-over-quarter.
- 1 fund opened new John Wiley & Sons Class B positions in Q2 2024 and 1 closed out, a net change of 0 holders.
- The largest John Wiley & Sons Class B buyer in Q2 2024 was Neuberger Berman Group, an estimated $95.7K added.
- The largest John Wiley & Sons Class B seller in Q2 2024 was Dimensional Fund Advisors, an estimated $206K sold.
Based on aggregated 13F filings for Q2 2024.