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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
226
Cigna Investments
Connecticut
-$241K -6,155 Closed
II
227
Inspire Investing
Idaho
-$232K -5,952 Closed
AB
228
Amalgamated Bank
New York
-$225K -5,763 Closed
VCA
229
Verdence Capital Advisors
Maryland
-$222K -5,702 Closed
State of Wisconsin Investment Board
230
State of Wisconsin Investment Board
Wisconsin
-$220K -5,649 Closed
EWM
231
Evercore Wealth Management
New York
-$216K -5,550 Closed
KPW
232
Kore Private Wealth
New York
-$206K -5,300 Closed
DCM
233
Dupont Capital Management
Delaware
-$128K -3,291 Closed
LIA
234
LS Investment Advisors
Michigan
-$87K -2,230 Closed
ClearBridge Investments
235
ClearBridge Investments
New York
-$59K -1,500 Closed
Fidelity Investments
236
Fidelity Investments
Massachusetts
-$38K -988 Closed
PI
237
PEAK6 Investments
Illinois
-$38K -962 Closed
ICM
238
Islay Capital Management
Texas
-$37K -952 Closed
CYG
239
Clean Yield Group
Vermont
-$16K -400 Closed
PAG
240
Private Advisor Group
New Jersey
-$13K -333 Closed
PCM
241
Prelude Capital Management
New York
-$9K -220 Closed
OPS
242
Orion Portfolio Solutions
Nebraska
-$5K -140 Closed
EFSCE
243
Enterprise Financial Services Corp (EFSC)
Missouri
-$5K -132 Closed
CAN
244
Cetera Advisor Networks
California
-$4K -101 Closed
CTC
245
Central Trust Company
Missouri
-$3K -65 Closed
LC
246
Lindbrook Capital
California
-$3K -65 Closed
VFA
247
Valeo Financial Advisors
Indiana
-$2K -55 Closed
RA
248
Royce & Associates
New York
-$2K -54 Closed
PA
249
Procyon Advisors
Connecticut
-$2K -44 Closed
WEC
250
Winslow Evans & Crocker
Massachusetts
-$1K -38 Closed

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.