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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
S
226
SignatureFD
Georgia
$3K
LC
227
Lindbrook Capital
California
$2K
WEC
228
Winslow Evans & Crocker
Massachusetts
$2K
SWA
229
Sutton Wealth Advisors
Florida
$1.65K
CAW
230
Cornerstone Advisors (Washington)
Washington
$1K
GWS
231
Glassman Wealth Services
Virginia
$1K
IA
232
IFP Advisors
Florida
$1K
RA
233
Royce & Associates
New York
$1K
PFGIA
234
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$279 +6 +60%
DAM
235
Delta Asset Management
Tennessee
$1K +$697 +15 +107%
SFS
236
Sowell Financial Services
Arkansas
$1K +$1.21K +26 New
PA
237
Parallel Advisors
California
$1K +$1.4K +30 New
FP
238
Foundry Partners
Minnesota
-$3.45M -78,601 Closed
Arrowstreet Capital
239
Arrowstreet Capital
Massachusetts
-$1.63M -37,180 Closed
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
-$1.34M -30,473 Closed
CIC
241
Crawford Investment Counsel
Georgia
-$1.34M -30,466 Closed
ZIG
242
Zurich Insurance Group
Switzerland
-$1.16M -26,300 Closed
GAM
243
Gotham Asset Management
New York
-$601K -13,687 Closed
ARTA
244
A.R.T. Advisors
New York
-$521K -11,865 Closed
BA
245
Bridgewater Associates
Connecticut
-$322K -7,317 Closed
OAM
246
Oxford Asset Management
United Kingdom
-$316K -7,193 Closed
Tudor Investment Corp
247
Tudor Investment Corp
Connecticut
-$303K -6,895 Closed
Asset Management One
248
Asset Management One
Japan
-$285K -6,496 Closed
Los Angeles Capital Management
249
Los Angeles Capital Management
California
-$245K -5,586 Closed
BCM
250
Brookstone Capital Management
Illinois
-$210K -4,788 Closed

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.