We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

247 hedge funds and large institutions have $2.21B invested in John Wiley & Sons Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 65

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 243247 (+4)

1.23% more ownership

Funds ownership: 82.21%83.43% (+1.2%)

10% less capital invested

Capital invested by funds: $2.46B → $2.21B (-$246M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
119
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWMPD
226
Integrated Wealth Management (Palm Desert)
California
$24K
AWS
227
Aris Wealth Services
Pennsylvania
$23K
Manulife (Manufacturers Life Insurance)
228
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18K +$2.8M +48,211 +17%
Northwestern Mutual Wealth Management
229
Northwestern Mutual Wealth Management
Wisconsin
$16K +$58 +1 +0.3%
MFS
230
MSI Financial Services
Massachusetts
$15K -$18K -310 -54%
PCM
231
Prelude Capital Management
New York
$11K -$23.2K -400 -67%
Zurich Cantonal Bank
232
Zurich Cantonal Bank
Switzerland
$11K
IRS
233
Invictus RG (Singapore)
Singapore
$10K -$1.22K -21 -11%
WCBA
234
Weaver C. Barksdale & Associates
Tennessee
$8K +$987 +17 +13%
VFA
235
Virtus Fund Advisers
Connecticut
$7K -$45.6K -785 -86%
LWCFA
236
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K -$9.58K -165 -55%
FMII
237
Farmers & Merchants Investments Inc
Nebraska
$7K
LTFS
238
Ladenburg Thalmann Financial Services
Florida
$7K +$7.37K +127 New
GAM
239
Gemmer Asset Management
California
$6K -$581 -10 -9%
Fifth Third Bancorp
240
Fifth Third Bancorp
Ohio
$5K +$58 +1 +1%
JWA
241
JFS Wealth Advisors
Pennsylvania
$4K
PMFA
242
Plante Moran Financial Advisors
Michigan
$4K
WEC
243
Winslow Evans & Crocker
Massachusetts
$2.07K
W
244
Wealthfront
California
$2K +$639 +11 +65%
N
245
Nuveen
North Carolina
$1.95K
VNA
246
Valley National Advisers
Pennsylvania
$1K
BCA
247
Bray Capital Advisors
Florida
$1K +$1.39K +24 New
Capital International Investors
248
Capital International Investors
California
-$23.4M -382,145 Closed
TCM
249
TimesSquare Capital Management
New York
-$19M -310,100 Closed
UR
250
USCA RIA
Texas
-$914K -14,951 Closed

WLY Hedge Fund Activity: Q2 2015 in Review

247 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2015, worth a combined $2.21B — down 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLY positions and 22 closed out — a net gain of 5 holders — while 119 added to existing stakes and 65 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, cutting an estimated $91.3M.

  • 247 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2015, up from 243 in Q1 2015.
  • Funds reported $2.21B of John Wiley & Sons Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q2 2015 and 22 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2015 was Champlain Investment Partners, an estimated $27.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2015 was Capital Research Global Investors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2015.