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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
226
Northwestern Mutual Wealth Management
Wisconsin
$12K +$101 +2 +0.9%
PAM
227
Paradigm Asset Management
New York
$10.4K
NIT
228
NumerixS Investment Technologies
British Columbia, Canada
$10K +$10.1K +200 New
WCBA
229
Weaver C. Barksdale & Associates
Tennessee
$9K
TRCT
230
Tower Research Capital (TRC)
New York
$8K -$25.5K -506 -77%
LTFS
231
Ladenburg Thalmann Financial Services
Florida
$8K -$4.34K -86 -36%
GAM
232
Gemmer Asset Management
California
$8K
CCA
233
Checchi Capital Advisers
California
$7K -$13.4K -265 -66%
LWCFA
234
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
WT
235
Whittier Trust
California
$5K
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$4K
JWA
237
JFS Wealth Advisors
Pennsylvania
$4K
PMFA
238
Plante Moran Financial Advisors
Michigan
$4K
GT
239
Glenmede Trust
Pennsylvania
$3K +$3.03K +60 New
WEC
240
Winslow Evans & Crocker
Massachusetts
$1.98K
VCM
241
Versant Capital Management
Arizona
$1K -$1.46K -29 -55%
PCP
242
Proficio Capital Partners
Massachusetts
$1K
VNA
243
Valley National Advisers
Pennsylvania
$1K
QCG
244
Quadrant Capital Group
Ohio
$1K +$1.21K +24 New
PRCM
245
Pine River Capital Management
Minnesota
$925
Capital Research Global Investors
246
Capital Research Global Investors
California
-$35.5M -726,800 Closed
DVM
247
Dreman Value Management
Florida
-$4.44M -90,804 Closed
CCMH
248
Cornerstone Capital Management Holdings
New York
-$2.17M -44,329 Closed
DCM
249
Dupont Capital Management
Delaware
-$1.45M -29,600 Closed
DIA
250
Dean Investment Associates
Ohio
-$1.34M -27,410 Closed

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.