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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCBA
226
Weaver C. Barksdale & Associates
Tennessee
$10K -$1.5K -26 -15%
FHA
227
First Horizon Advisors
Tennessee
$10K
GAM
228
Gemmer Asset Management
California
$10K
AIL
229
AGF Investments LLC
Ontario, Canada
$9K -$2.66K -46 -25%
LWCFA
230
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
AssetMark Inc
231
AssetMark Inc
California
$7K -$15.3K -265 -70%
FGC
232
Financial Gravity Companies
Texas
$6K +$5.55K +96 New
LTFS
233
Ladenburg Thalmann Financial Services
Florida
$5K +$1.68K +29 +62%
QCG
234
Quadrant Capital Group
Ohio
$3K
WEC
235
Winslow Evans & Crocker
Massachusetts
$2.5K
APA
236
American Portfolios Advisors
New York
$2.17K +$1.91K +33 New
PCP
237
Proficio Capital Partners
Massachusetts
$2K -$579 -10 -23%
STA
238
Summit Trail Advisors
New York
$2K +$1.91K +33 New
CFD
239
Creative Financial Designs
Indiana
$1K
DAM
240
Delta Asset Management
Tennessee
$1K
PFBT
241
Parkside Financial Bank & Trust
Missouri
$1K
CAW
242
Cornerstone Advisors (Washington)
Washington
$1K +$463 +8 New
MOS
243
MGO One Seven
Ohio
$1K +$463 +8 New
CTA
244
Carillon Tower Advisers
Florida
$659 +$580K +10,018 New
NFA
245
Nationwide Fund Advisors
Ohio
-$7.66M -143,184 Closed
Nomura Holdings
246
Nomura Holdings
Japan
-$1.55M -29,000 Closed
Credit Agricole
247
Credit Agricole
France
-$1.52M -28,420 Closed
BSAM
248
Blue Sky Asset Management
Colorado
-$1.13M -21,018 Closed
NIPH
249
NN Investment Partners Holdings
Netherlands
-$1.05M -19,845 Closed
Balyasny Asset Management
250
Balyasny Asset Management
Illinois
-$1.02M -19,011 Closed

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.