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John Wiley & Sons Class A

246 hedge funds and large institutions have $1.93B invested in John Wiley & Sons Class A in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.83B → $1.93B (+$96.4M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 86.48%87.36% (+0.88%)

1% less funds holding

Funds holding: 248246 (-2)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
83
Reduced
93
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AIL
226
AGF Investments LLC
Ontario, Canada
$9K +$1.73K +38 +25%
FHA
227
First Horizon Advisors
Tennessee
$7K
GAM
228
Gemmer Asset Management
California
$7K
ASN
229
Advisory Services Network
Georgia
$6K +$1.82K +40 +49%
RIA
230
Realta Investment Advisors
Delaware
$6K +$3.59K +79 +158%
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$6K +$5.69K +125 New
NIT
232
NumerixS Investment Technologies
British Columbia, Canada
$5K +$4.55K +100 New
S
233
SignatureFD
Georgia
$3K
HGWM
234
Harvest Group Wealth Management
Massachusetts
$3K +$3.55K +78 New
PA
235
Parallel Advisors
California
$2K -$2.5K -55 -52%
LC
236
Lindbrook Capital
California
$2K -$2.23K -49 -51%
PCP
237
Proficio Capital Partners
Massachusetts
$2K
WEC
238
Winslow Evans & Crocker
Massachusetts
$2K
RCAG
239
Rehmann Capital Advisory Group
Michigan
$1.15K
DAM
240
Delta Asset Management
Tennessee
$1K
PFGIA
241
Patriot Financial Group Insurance Agency
Massachusetts
$1K
CAW
242
Cornerstone Advisors (Washington)
Washington
$1K +$682 +15 New
GAM
243
Griffin Asset Management
New York
$1K +$728 +16 New
PFBT
244
Parkside Financial Bank & Trust
Missouri
$1K +$1.09K +24 New
CFA
245
Carroll Financial Associates
North Carolina
$1K +$1.77K +39 New
AL
246
AJO LP
Pennsylvania
-$33.7M -761,782 Closed
DIA
247
Dana Investment Advisors
Wisconsin
-$11.4M -256,880 Closed
GEM
248
Global Endowment Management
North Carolina
-$4.27M -96,600 Closed
EGM
249
Engineers Gate Manager
New York
-$2.08M -47,083 Closed
DekaBank Deutsche Girozentrale
250
DekaBank Deutsche Girozentrale
Germany
-$1.98M -30,577 Closed

WLY Hedge Fund Activity: Q2 2019 in Review

246 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2019, worth a combined $1.93B — up 5.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WLY positions and 36 closed out — a net gain of 1 holder — while 83 added to existing stakes and 93 trimmed.

The largest buyer was State Street, adding an estimated $22.9M. The largest seller was AJO LP, exiting entirely with an estimated $33.7M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2019, down from 248 in Q1 2019.
  • Funds reported $1.93B of John Wiley & Sons Class A stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 37 funds opened new John Wiley & Sons Class A positions in Q2 2019 and 36 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q2 2019 was State Street, an estimated $22.9M added.
  • The largest John Wiley & Sons Class A seller in Q2 2019 was AJO LP, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2019.