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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 87.51%86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
PWMG
226
Private Wealth Management Group
New Jersey
$1.59K
JWA
227
JFS Wealth Advisors
Pennsylvania
$1.3K
EWA
228
EverSource Wealth Advisors
Alabama
$955 +$762 +20 New
FMII
229
Farmers & Merchants Investments Inc
Nebraska
$814
AWM
230
Avior Wealth Management
Nebraska
$651 -$305 -8 -33%
DPW
231
DiNuzzo Private Wealth
Pennsylvania
$448 -$229 -6 -35%
LC
232
Lindbrook Capital
California
$448 +$419 +11 New
CFD
233
Creative Financial Designs
Indiana
$407
SIC
234
SJS Investment Consulting
Ohio
$407
RIL
235
Rothschild Investment LLC
Illinois
$407 +$191 +5 +100%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$326
ECM
237
Everence Capital Management
Indiana
$270
LFG
238
Larson Financial Group
Missouri
$204 +$191 +5 New
MCM
239
Manchester Capital Management
Vermont
$163
JWM
240
Janiczek Wealth Management
Colorado
$41
IC
241
Innealta Capital
Texas
$41 +$38 +1 New
Bank of Montreal
242
Bank of Montreal
Ontario, Canada
-$7.26M -188,980 Closed
Arrowstreet Capital
243
Arrowstreet Capital
Massachusetts
-$2.4M -63,079 Closed
Marshall Wace
244
Marshall Wace
United Kingdom
-$1.92M -50,418 Closed
BE
245
Bonness Enterprises
District of Columbia
-$1.85M -48,400 Closed
TPSF
246
Texas Permanent School Fund
Texas
-$1.41M -36,915 Closed
Mitsubishi UFJ Trust & Banking
247
Mitsubishi UFJ Trust & Banking
Japan
-$976K -25,407 Closed
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
-$778K -21,046 Closed
AIG
249
American International Group
New York
-$751K -19,706 Closed
KWM
250
Kingsview Wealth Management
Oregon
-$482K -12,635 Closed

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.