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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DCM
226
Dean Capital Management
Kansas
$129K
US Bancorp
227
US Bancorp
Minnesota
$107K -$5K -88 -5%
Teacher Retirement System of Texas
228
Teacher Retirement System of Texas
Texas
$103K
OMCS
229
Old Mutual Customised Solutions
South Africa
$97K
ClearBridge Investments
230
ClearBridge Investments
New York
$91K
AAM
231
Advisors Asset Management
Colorado
$85K
WTC
232
WhitTier Trust Company
Nevada
$61K
Creative Planning
233
Creative Planning
Kansas
$55K
BBHC
234
Brown Brothers Harriman & Co
New York
$53K +$49.7K +875 New
MA
235
MUFG Americas
New York
$51K
PCM
236
Prelude Capital Management
New York
$40K -$31.9K -561 -46%
WIL
237
Winifred I. Li
$36K
MWP
238
MYCIO Wealth Partners
Pennsylvania
$27K +$114 +2 +0.4%
LWCFA
239
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$18K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$14K
LTFS
241
Ladenburg Thalmann Financial Services
Florida
$10K -$11.3K -199 -55%
Envestnet Asset Management
242
Envestnet Asset Management
Illinois
$10K
WCBA
243
Weaver C. Barksdale & Associates
Tennessee
$8K
WEC
244
Winslow Evans & Crocker
Massachusetts
$7.57K
FMII
245
Farmers & Merchants Investments Inc
Nebraska
$7K -$2.27K -40 -25%
GAM
246
Gemmer Asset Management
California
$7K
ZTNA
247
Zions Trust National Association
Utah
$6K
PMFA
248
Plante Moran Financial Advisors
Michigan
$5K
JWA
249
JFS Wealth Advisors
Pennsylvania
$4K +$3.92K +69 New
WA
250
WFG Advisors
Texas
$2K

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.