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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
226
Quadrant Capital Group
Ohio
$1K
VNA
227
Valley National Advisers
Pennsylvania
$1K
CT
228
Chicago Trust
Illinois
$274 +$277K +5,103 New
HW
229
Hancock Whitney
Mississippi
-$872K -16,000 Closed
MAA
230
Mraz Amerine & Associates
California
-$646K -11,850 Closed
USAA
231
United Services Automobile Association
Texas
-$574K -10,530 Closed
COI
232
Connable Office Inc
Michigan
-$286K -5,240 Closed
CSS
233
Cubist Systematic Strategies
Connecticut
-$282K -5,171 Closed
SCM
234
Shelton Capital Management
Colorado
-$264K -4,836 Closed
Capital Fund Management (CFM)
235
Capital Fund Management (CFM)
France
-$262K -4,800 Closed
OI
236
Oakbrook Investments
Illinois
-$213K -3,900 Closed
IIC
237
Ironwood Investment Counsel
Arizona
-$210K -3,850 Closed
IRF
238
IBM Retirement Fund
New York
-$202K -3,711 Closed
Teacher Retirement System of Texas
239
Teacher Retirement System of Texas
Texas
-$201K -3,679 Closed
CAM
240
Columbia Asset Management
Michigan
-$105K -1,927 Closed
AAM
241
Advisors Asset Management
Colorado
-$60K -1,100 Closed
Walleye Trading
242
Walleye Trading
New York
-$44K -800 Closed
Nomura Asset Management
243
Nomura Asset Management
Japan
-$19K -340 Closed
PRS
244
Pinkerton Retirement Specialists
Idaho
-$14K -252 Closed
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
+$380 +7 New

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.