We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

241 hedge funds and large institutions have $1.92B invested in John Wiley & Sons Class A in 2022 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 77 increasing their positions, 86 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,923% more call options, than puts

Call options by funds: $1.66M | Put options by funds: $82K

77% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 22

5% more funds holding

Funds holding: 230241 (+11)

1.19% less ownership

Funds ownership: 87.22%86.03% (-1.2%)

10% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 86

11% less capital invested

Capital invested by funds: $2.16B → $1.92B (-$231M)

Holders
241
Holders Change
+11
Holders Change %
+4.78%
% of All Funds
4.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
39
Increased
77
Reduced
86
Closed
22
Calls
$1.66M
Puts
$82K
Net Calls
+$1.58M
Net Calls Change
+$193K
Name Holding Trade Value Shares
Change
Change in
Stake
FF
226
FourThought Financial
Florida
$2K
MCM
227
Manchester Capital Management
Vermont
$2K +$1.53K +30 +600%
JWA
228
JFS Wealth Advisors
Pennsylvania
$1K -$409 -8 -30%
C
229
Covestor
United Kingdom
$1K -$256 -5 -25%
BIA
230
Bell Investment Advisors
California
$1K +$562 +11 New
SC
231
Schubert & Co
Texas
$1K +$767 +15 +188%
EBA
232
Eagle Bay Advisors
New York
$860 +$920 +18 New
TPCW
233
TD Private Client Wealth
New York
$382
Bank of Montreal
234
Bank of Montreal
Ontario, Canada
$223 +$12.7K +249 +6%
DCM
235
Dupont Capital Management
Delaware
-$1.27M -23,974 Closed
CIC
236
Cornercap Investment Counsel
Georgia
-$991K -18,696 Closed
OSIA
237
O'Shares Investment Advisers
Massachusetts
-$981K -18,502 Closed
Marshall Wace
238
Marshall Wace
United Kingdom
-$954K -17,983 Closed
AG
239
Algert Global
California
-$726K -13,682 Closed
CI
240
Ceera Investments
Texas
-$541K -10,205 Closed
CCIA
241
Campbell & Co Investment Adviser
Maryland
-$321K -6,050 Closed
Wellington Management Group
242
Wellington Management Group
Massachusetts
-$242K -4,572 Closed
CGH
243
Crossmark Global Holdings
Texas
-$224K -4,220 Closed
IIC
244
Integrated Investment Consultants
Michigan
-$217K -4,100 Closed
EGM
245
Engineers Gate Manager
New York
-$217K -4,090 Closed
DBG
246
De Burlo Group
Massachusetts
-$126K -2,380 Closed
SOW
247
State of Wyoming
Wyoming
-$48K -912 Closed
FCA
248
FinTrust Capital Advisors
South Carolina
-$35K -652 Closed
GWM
249
Geneos Wealth Management
Colorado
-$13K -250 Closed
ACM
250
Aquatic Capital Management
Illinois
-$11K -200 Closed

WLY Hedge Fund Activity: Q2 2022 in Review

241 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2022, worth a combined $1.92B — down 11% from $2.16B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new WLY positions and 22 closed out — a net gain of 17 holders — while 77 added to existing stakes and 86 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.7M. The largest seller was State Street, cutting an estimated $33M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2022, up from 230 in Q1 2022.
  • Funds reported $1.92B of John Wiley & Sons Class A stock for Q2 2022, down 11% quarter-over-quarter.
  • 39 funds opened new John Wiley & Sons Class A positions in Q2 2022 and 22 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2022 was Morgan Stanley, an estimated $16.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2022 was State Street, an estimated $33M sold.

Based on aggregated 13F filings for Q2 2022.