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John Wiley & Sons Class A
WLY

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226 → 237 (+11)

1.24% more ownership

Funds ownership: 87.56% → 88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
–
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K

Top Buyers

Rank Fund Capital Flow
1
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$73.9M
2
Millennium Management
Millennium Management
New York
+$24.8M
3
BlackRock
BlackRock
New York
+$12.3M
4
SAM
Silvercrest Asset Management
New York
+$9.98M
5
PCM
Palisade Capital Management
New Jersey
+$7.6M

Top Sellers

Rank Fund Capital Flow
1
VanEck Associates
VanEck Associates
New York
-$57.9M
2
Invesco
Invesco
Georgia
-$26.8M
3
State Street
State Street
Massachusetts
-$20.8M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$10.9M
5
CC
Clearline Capital
New York
-$8.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
226
Ameritas Investment Company
Nebraska
$2.06K +$1.93K +38 New
CWP
227
Concord Wealth Partners
Virginia
$2K +$1.42K +28 New
MWP
228
Meridian Wealth Partners
Pennsylvania
$2K +$1.68K +33 New
TPCW
229
TD Private Client Wealth
New York
$1.52K +$305 +6 +27%
CFD
230
Creative Financial Designs
Indiana
$1K – – –
BBHC
231
Brown Brothers Harriman & Co
New York
$455 – – –
Nisa Investment Advisors
232
Nisa Investment Advisors
Missouri
$217 – – –
Renaissance Technologies
233
Renaissance Technologies
New York
– -$3.33M -72,900 Closed
Marshall Wace
234
Marshall Wace
United Kingdom
– -$3.27M -71,662 Closed
Baird Financial Group
235
Baird Financial Group
Wisconsin
– -$3M -65,613 Closed
NWA
236
Navis Wealth Advisors
New York
– -$1.84M -40,393 Closed
Holocene Advisors
237
Holocene Advisors
New York
– -$1.55M -33,864 Closed
MSA
238
Mason Street Advisors
Wisconsin
– -$1.06M -23,305 Closed
Voloridge Investment Management
239
Voloridge Investment Management
Florida
– -$962K -21,060 Closed
AIM
240
Aigen Investment Management
New York
– -$569K -12,451 Closed
Squarepoint
241
Squarepoint
New York
– -$327K -7,167 Closed
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
– -$361K -7,092 Closed
WCM
243
Weld Capital Management
New York
– -$315K -6,895 Closed
GC
244
Guggenheim Capital
Illinois
– -$296K -6,473 Closed
PP
245
Paloma Partners
Connecticut
– -$288K -6,318 Closed
Zurich Cantonal Bank
246
Zurich Cantonal Bank
Switzerland
– -$276K -6,041 Closed
BCI
247
Brinker Capital Investments
Pennsylvania
– -$276K -6,028 Closed
IA
248
IndexIQ Advisors
New York
– -$255K -5,587 Closed
EWM
249
Evercore Wealth Management
New York
– -$202K -4,412 Closed
HIIFS
250
Harel Insurance Investments & Financial Services
Israel
– -$245K -1,669 Closed
7 8 9
10
11

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.