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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
Qube Research & Technologies (QRT)
226
Qube Research & Technologies (QRT)
United Kingdom
-$1.03M -32,568 Closed
Balyasny Asset Management
227
Balyasny Asset Management
Illinois
-$943K -29,728 Closed
CIC
228
Cornercap Investment Counsel
Georgia
-$901K -28,408 Closed
Two Sigma Advisers
229
Two Sigma Advisers
New York
-$618K -19,500 Closed
PAG
230
Private Advisory Group
Washington
-$404K -12,745 Closed
Tudor Investment Corp
231
Tudor Investment Corp
Connecticut
-$375K -11,823 Closed
PTC
232
Petrus Trust Company
Texas
-$329K -10,380 Closed
E
233
Ergoteles
New York
-$278K -8,773 Closed
GAM
234
Gotham Asset Management
New York
-$204K -6,421 Closed
Twin Tree Management
235
Twin Tree Management
Texas
-$30K -946 Closed
EMFAT
236
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$20K -632 Closed
FC
237
FORA Capital
Florida
-$16K -495 Closed
EA
238
Emerald Advisers
Pennsylvania
-$14K -444 Closed
GT
239
Glenmede Trust
Pennsylvania
-$7K -251 Closed
PWM
240
Provident Wealth Management
Tennessee
-$4K -133 Closed
APA
241
American Portfolios Advisors
New York
-$3.01K -95 Closed
NNP
242
Nachman Norwood & Parrott
South Carolina
-$3K -82 Closed
FFA
243
Founders Financial Alliance
North Carolina
-$2K -49 Closed
BWA
244
Burt Wealth Advisors
Maryland
-$1K -44 Closed
BCA
245
Berman Capital Advisors
Georgia
-$978 -27 -73%
PFGIA
246
Patriot Financial Group Insurance Agency
Massachusetts
-$362 -10 -56%
HGWM
247
Harvest Group Wealth Management
Massachusetts
+$362 +10 New

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.