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John Wiley & Sons Class A
WLY

228 hedge funds and large institutions have $2.27B invested in John Wiley & Sons Class A in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 74

6% more capital invested

Capital invested by funds: $2.14B → $2.27B (+$122M)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

0.4% less ownership

Funds ownership: 86.46% → 86.06% (-0.4%)

4% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 27

3% less funds holding

Funds holding: 235 → 228 (-7)

Holders
228
Holders Change
-7
Holders Change %
-2.98%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
26
Increased
83
Reduced
74
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$26.1M
2
Goldman Sachs
Goldman Sachs
New York
+$9.33M
3
Morgan Stanley
Morgan Stanley
New York
+$9.11M
4
HIM
Hermes Investment Management
United Kingdom
+$8.2M
5
BFA
BlackRock Fund Advisors
California
+$7.48M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$16.4M
2
VBA
Van Berkom & Associates
Quebec, Canada
-$12.8M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.1M
4
Millennium Management
Millennium Management
New York
-$9.42M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$8.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Millennium Management
226
Millennium Management
New York
– -$9.42M -182,548 Closed
Jacobs Levy Equity Management
227
Jacobs Levy Equity Management
New Jersey
– -$3.43M -66,508 Closed
BCM
228
BlueCrest Capital Management
Jersey
– -$3.16M -61,281 Closed
Arrowstreet Capital
229
Arrowstreet Capital
Massachusetts
– -$3.16M -61,248 Closed
PP
230
Paloma Partners
Connecticut
– -$2.81M -54,500 Closed
Two Sigma Investments
231
Two Sigma Investments
New York
– -$2.61M -50,618 Closed
OAC
232
OMERS Administration Corp
Ontario, Canada
– -$2.34M -45,400 Closed
JG
233
Jefferies Group
New York
– -$1.74M -33,648 Closed
Verition Fund Management
234
Verition Fund Management
Connecticut
– -$1.68M -32,565 Closed
IGIM
235
I.G. Investment Management
Manitoba, Canada
– -$1.36M -26,387 Closed
LCM
236
Landscape Capital Management
New Jersey
– -$1.31M -25,465 Closed
GCP
237
GSA Capital Partners
United Kingdom
– -$1.02M -19,870 Closed
PRCM
238
Pine River Capital Management
Minnesota
– -$786K -15,222 Closed
FL
239
Fort LP
Maryland
– -$524K -10,161 Closed
Renaissance Technologies
240
Renaissance Technologies
New York
– -$511K -9,900 Closed
LP
241
LMR Partners
United Kingdom
– -$303K -5,857 Closed
Allianz Asset Management
242
Allianz Asset Management
Germany
– -$286K -5,670 Closed
BFM
243
Boothbay Fund Management
New York
– -$278K -5,390 Closed
MA
244
MUFG Americas
New York
– -$227K -4,400 Closed
PAM
245
Princeton Alpha Management
New Jersey
– -$214K -4,147 Closed
Squarepoint
246
Squarepoint
New York
– -$202K -3,919 Closed
TRCT
247
Tower Research Capital (TRC)
New York
– -$160K -3,096 Closed
QT
248
Quantbot Technologies
New York
– -$152K -2,962 Closed
AFA
249
Abacus FCF Advisors
Florida
– -$26K -496 Closed
IWMPD
250
Integrated Wealth Management (Palm Desert)
California
– -$23K -442 Closed
7 8 9
10
11

WLY Hedge Fund Activity: Q4 2016 in Review

228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2016, worth a combined $2.27B — up 5.7% from $2.14B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of WLY and 26 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 83 added.

The largest buyer was State Street, adding an estimated $26.1M. The largest seller was Fidelity Investments, cutting an estimated $16.4M.

  • 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2016, down from 235 in Q3 2016.
  • Funds reported $2.27B of John Wiley & Sons Class A stock for Q4 2016, up 5.7% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q4 2016 and 27 closed out, a net change of -1 holder.
  • The largest John Wiley & Sons Class A buyer in Q4 2016 was State Street, an estimated $26.1M added.
  • The largest John Wiley & Sons Class A seller in Q4 2016 was Fidelity Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2016.