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John Wiley & Sons Class A
WLY

Overview Fund Activity

240 hedge funds and large institutions have $2.5B invested in John Wiley & Sons Class A in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+7
Holders Change %
+3%
% of All Funds
6.94%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
24
Increased
86
Reduced
80
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$65.3M
2
State Street
State Street
Massachusetts
+$60.3M
3
CC
Cannell & Co
New York
+$24.5M
4
EBIM
Eagle Boston Investment Management
Massachusetts
+$19.3M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$17.3M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$27.8M
2
KFC
Klingenstein Fields & Co
New York
-$15.7M
3
TSW
Thompson Siegel & Walmsley
Virginia
-$14.2M
4
SAM
Sentinel Asset Management
Vermont
-$9.11M
5
SO
STRS Ohio
Ohio
-$9.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
Citigroup
227
Citigroup
New York
$11K -$1.05M -18,110 -99%
Envestnet Asset Management
228
Envestnet Asset Management
Illinois
$10K -$4.02K -68 -29%
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$9K – – –
WCBA
230
Weaver C. Barksdale & Associates
Tennessee
$8K -$1.08K -18 -12%
WEC
231
Winslow Evans & Crocker
Massachusetts
$7.21K – – –
M
232
MOTCO
Texas
$7K – – –
GAM
233
Gemmer Asset Management
California
$7K +$7K +117 New
ZTNA
234
Zions Trust National Association
Utah
$6K – – –
TRCT
235
Tower Research Capital (TRC)
New York
$5K -$24.7K -459 -83%
PMFA
236
Plante Moran Financial Advisors
Michigan
$4K – – –
Manulife (Manufacturers Life Insurance)
237
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.95K -$14 -247 -0.4%
WA
238
WFG Advisors
Texas
$2K – – –
PTC
239
Private Trust Company
Ohio
$1K -$15.1K -136 -94%
VVP
240
Vulcan Value Partners
Alabama
– -$27.8M -504,037 Closed
TSW
241
Thompson Siegel & Walmsley
Virginia
– -$14.2M -257,343 Closed
Boston Partners
242
Boston Partners
Massachusetts
– -$3.37M -61,021 Closed
B
243
Baird
Wisconsin
– -$1.06M -19,208 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
244
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$758K -13,733 Closed
GMIM
245
General Motors Investment Management
New York
– -$655K -11,873 Closed
HSA
246
Hussman Strategic Advisors
Maryland
– -$397K -7,200 Closed
WTNA
247
Wilmington Trust National Association
Delaware
– -$329K -5,946 Closed
WT
248
Wilmington Trust
Delaware
– -$299K -5,413 Closed
JWA
249
JFS Wealth Advisors
Pennsylvania
– -$278K -5,039 Closed
MIS
250
Morningstar Investment Services
Illinois
– -$256K -4,645 Closed
7 8 9
10
11