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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99%86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
FourThought Financial
Florida
$2K -$2.6K -48 -53%
EBA
227
Eagle Bay Advisors
New York
$2K -$1.14K -21 -35%
FAG
228
Fortitude Advisory Group
Washington
$2K +$1.51K +28 New
AF
229
Advisornet Financial
Minnesota
$2K +$2.11K +39 New
CFD
230
Creative Financial Designs
Indiana
$1K
BIA
231
Bell Investment Advisors
California
$1K +$487 +9 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$1K +$541 +10 New
AFG
233
Albion Financial Group
Utah
$1K +$865 +16 New
UB
234
UMB Bank
Missouri
$1K +$1.03K +19 New
C
235
Covestor
United Kingdom
$1K +$1.3K +24 New
BBHC
236
Brown Brothers Harriman & Co
New York
$573
TPCW
237
TD Private Client Wealth
New York
$458 -$1.19K -22 -73%
SWA
238
Sutton Wealth Advisors
Florida
$458 +$433 +8 New
VRS
239
Virginia Retirement Systems
Virginia
$338 +$319K +5,900 New
CP
240
Castleview Partners
Texas
$160 +$495K +9,163 New
Truist Financial
241
Truist Financial
North Carolina
-$1.62M -31,072 Closed
SFI
242
Susquehanna Fundamental Investments
Pennsylvania
-$1.27M -24,300 Closed
DTL
243
Dynamic Technology Lab
Singapore
-$1.05M -20,070 Closed
EGM
244
Engineers Gate Manager
New York
-$1.02M -19,490 Closed
TC
245
TwinBeech Capital
New York
-$987K -18,909 Closed
Qube Research & Technologies (QRT)
246
Qube Research & Technologies (QRT)
United Kingdom
-$953K -18,261 Closed
HSA
247
Hussman Strategic Advisors
Maryland
-$814K -15,600 Closed
JF
248
Jump Financial
Illinois
-$685K -13,126 Closed
CSS
249
Cubist Systematic Strategies
Connecticut
-$611K -11,703 Closed
Robeco Institutional Asset Management
250
Robeco Institutional Asset Management
Netherlands
-$330K -6,323 Closed

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.