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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$1K
VNA
227
Valley National Advisers
Pennsylvania
$1K
DAM
228
Delta Asset Management
Tennessee
$1K +$751 +14 New
RA
229
Royce & Associates
New York
-$6.55M -124,239 Closed
N
230
Nuveen
North Carolina
-$3.69M -70,000 Closed
HI
231
HBK Investments
Texas
-$1.63M -30,900 Closed
GAM
232
Gotham Asset Management
New York
-$779K -14,768 Closed
Squarepoint
233
Squarepoint
New York
-$729K -13,819 Closed
SCA
234
Secor Capital Advisors
New York
-$627K -11,894 Closed
SCM
235
Stevens Capital Management
Pennsylvania
-$567K -10,749 Closed
Jane Street
236
Jane Street
New York
-$541K -10,264 Closed
BA
237
Bridgewater Associates
Connecticut
-$231K -4,387 Closed
BSW
238
Buckingham Strategic Wealth
Missouri
-$200K -3,800 Closed
EMG
239
Ellington Management Group
Connecticut
-$200K -3,800 Closed
HSA
240
Hussman Strategic Advisors
Maryland
-$111K -2,100 Closed
AIM
241
Acrospire Investment Management
Illinois
-$81K -1,538 Closed
Creative Planning
242
Creative Planning
Kansas
-$48K -907 Closed
TRCT
243
Tower Research Capital (TRC)
New York
-$19K -360 Closed
NA
244
NewEdge Advisors
Louisiana
-$10.7K -202 Closed
GBT
245
Grove Bank & Trust
Florida
-$4K -80 Closed
PMFA
246
Plante Moran Financial Advisors
Michigan
-$4K -75 Closed
GRP
247
Global Retirement Partners
California
-$3K -61 Closed
OFW
248
Omnia Family Wealth
Florida
-$2K -40 Closed

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.