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John Wiley & Sons Class A
WLY

232 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2016 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 85 increasing their positions, 81 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $1.82B → $1.98B (+$160M)

1.04% more ownership

Funds ownership: 83.68% → 84.71% (+1%)

5% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 81

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less funds holding

Funds holding: 237 → 232 (-5)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
232
Holders Change
-5
Holders Change %
-2.11%
% of All Funds
6.18%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
19
Increased
85
Reduced
81
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$27.7M
2
State Street
State Street
Massachusetts
+$23.1M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$19.4M
4
CCP
Clarkston Capital Partners
Michigan
+$18.1M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$15.2M

Top Sellers

Rank Fund Capital Flow
1
RA
Royce & Associates
New York
-$29.8M
2
AAMU
Amundi Asset Management US
Massachusetts
-$19M
3
Wells Fargo
Wells Fargo
California
-$18.4M
4
Ameriprise
Ameriprise
Minnesota
-$9.78M
5
Morgan Stanley
Morgan Stanley
New York
-$8.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
226
JFS Wealth Advisors
Pennsylvania
$3K – – –
VCM
227
Versant Capital Management
Arizona
$2K – – –
WEC
228
Winslow Evans & Crocker
Massachusetts
$1.86K – – –
HIM
229
Hillsdale Investment Management
Ontario, Canada
$1K – – –
VNA
230
Valley National Advisers
Pennsylvania
$1K – – –
PCP
231
Proficio Capital Partners
Massachusetts
$1K +$655 +15 New
N
232
Nuveen
North Carolina
$925 -$4.94K -113 -0.6%
SAM
233
Sentinel Asset Management
Vermont
– -$4.35M -96,630 Closed
BCM
234
BlueCrest Capital Management
Jersey
– -$3.01M -66,940 Closed
JG
235
Jefferies Group
New York
– -$1.4M -31,056 Closed
WBC
236
Westpac Banking Corp
Australia
– -$1.13M -25,100 Closed
DCM
237
Dynamic Capital Management
Jersey
– -$867K -19,259 Closed
GCP
238
GSA Capital Partners
United Kingdom
– -$755K -16,762 Closed
Capital Fund Management (CFM)
239
Capital Fund Management (CFM)
France
– -$567K -12,600 Closed
Nomura Holdings
240
Nomura Holdings
Japan
– -$553K -12,277 Closed
Verition Fund Management
241
Verition Fund Management
Connecticut
– -$531K -11,786 Closed
AGM
242
Alpine Global Management
New York
– -$511K -11,341 Closed
LA
243
Lucus Advisors
New York
– -$415K -9,216 Closed
Allianz Asset Management
244
Allianz Asset Management
Germany
– -$384K -8,519 Closed
LCM
245
Laurion Capital Management
New York
– -$351K -7,800 Closed
VAM
246
Visium Asset Management
New York
– -$350K -7,780 Closed
LCM
247
Landscape Capital Management
New Jersey
– -$342K -7,599 Closed
BA
248
Bridgewater Associates
Connecticut
– -$309K -6,863 Closed
QSS
249
Quantitative Systematic Strategies
Florida
– -$302K -6,685 Closed
TI
250
Trexquant Investment
Connecticut
– -$297K -6,599 Closed
7 8 9
10
11

WLY Hedge Fund Activity: Q1 2016 in Review

232 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2016, worth a combined $1.98B — up 8.8% from $1.82B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of WLY and 19 opened new positions — a net loss of 5 holders — while 81 trimmed existing stakes and 85 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $27.7M. The largest seller was Royce & Associates, cutting an estimated $29.8M.

  • 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2016, down from 237 in Q4 2015.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q1 2016, up 8.8% quarter-over-quarter.
  • 19 funds opened new John Wiley & Sons Class A positions in Q1 2016 and 24 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2016 was Schroder Investment Management Group, an estimated $27.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2016 was Royce & Associates, an estimated $29.8M sold.

Based on aggregated 13F filings for Q1 2016.