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John Wiley & Sons Class A
WLY

Overview Fund Activity

242 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, 92 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
242
Holders Change
+29
Holders Change %
+13.62%
% of All Funds
3.52%
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
92
Closed
15
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K

Top Buyers

1
MAP
1
Madison Avenue Partners
New York
$66.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$16.2M
3
Goldman Sachs
3
Goldman Sachs
New York
$7.42M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$78.3M
5
EAM
5
Eagle Asset Management
Florida
$11.8M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$138M
2
BlackRock
2
BlackRock
New York
$257M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$20.2M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$218M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
226
UMB Bank
Missouri
$1.83K +$1.18K +29 +181%
PWMG
227
Private Wealth Management Group
New Jersey
$1.59K – – –
JWA
228
JFS Wealth Advisors
Pennsylvania
$1.3K – – –
EWA
229
EverSource Wealth Advisors
Alabama
$955 +$955 +20 New
FMII
230
Farmers & Merchants Investments Inc
Nebraska
$814 – – –
AWM
231
Avior Wealth Management
Nebraska
$651 -$326 -8 -33%
DPW
232
DiNuzzo Private Wealth
Pennsylvania
$448 -$244 -6 -35%
LC
233
Lindbrook Capital
California
$448 +$448 +11 New
SIC
234
SJS Investment Consulting
Ohio
$407 – – –
CFD
235
Creative Financial Designs
Indiana
$407 – – –
RIL
236
Rothschild Investment LLC
Illinois
$407 +$204 +5 +100%
MPWT
237
MassMutual Private Wealth & Trust
Connecticut
$326 – – –
ECM
238
Everence Capital Management
Indiana
$270 – – –
LFG
239
Larson Financial Group
Missouri
$204 +$204 +5 New
MCM
240
Manchester Capital Management
Vermont
$163 – – –
JWM
241
Janiczek Wealth Management
Colorado
$41 – – –
IC
242
Innealta Capital
Texas
$41 +$41 +1 New
Bank of Montreal
243
Bank of Montreal
Ontario, Canada
– -$7.26M -188,980 Closed
Arrowstreet Capital
244
Arrowstreet Capital
Massachusetts
– -$2.41M -63,079 Closed
Marshall Wace
245
Marshall Wace
United Kingdom
– -$1.92M -50,418 Closed
BE
246
Bonness Enterprises
District of Columbia
– -$1.85M -48,400 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
7 8 9
10
11