John Wiley & Sons Class A
240 hedge funds and large institutions have $2.5B invested in John Wiley & Sons Class A in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 86 increasing their positions, 80 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
8% more capital invested
Capital invested by funds: $2.31B → $2.5B (+$193M)
3% more funds holding
Funds holding: 233 → 240 (+7)
2.4% more ownership
Funds ownership: 85.02% → 87.42% (+2.4%)
8% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 80
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.9M |
| 2 |
State Street
Boston,
Massachusetts
|
+$58.2M |
| 3 |
CC
Cannell & Co
New York
|
+$23.6M |
| 4 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
+$18.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$16.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$27.8M |
| 2 |
KFC
Klingenstein Fields & Co
New York
|
-$15.2M |
| 3 |
TSW
Thompson Siegel & Walmsley
Richmond,
Virginia
|
-$14.2M |
| 4 |
SAM
Sentinel Asset Management
Montpelier,
Vermont
|
-$8.78M |
| 5 |
SO
STRS Ohio
Columbus,
Ohio
|
-$8.71M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
251
SAC Capital Advisors
Stamford,
Connecticut
| – | -$249K | -4,505 | Closed |
|
252
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$232K | -4,200 | Closed |
|
|
MSU
253
Maple Securities USA
Jersey City,
New Jersey
| – | -$216K | -3,914 | Closed |
|
|
PL
254
Parkwood LLC
Cleveland,
Ohio
| – | -$194K | -3,515 | Closed |
|
|
NES
255
New England Securities
New York
| – | +$56 | +1 | New |
|
WLY Hedge Fund Activity: Q1 2014 in Review
240 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2014, worth a combined $2.5B — up 8.4% from $2.31B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new WLY positions and 15 closed out — a net gain of 9 holders — while 86 added to existing stakes and 80 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $62.9M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $27.8M sold.
- 240 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2014, up from 233 in Q4 2013.
- Funds reported $2.5B of John Wiley & Sons Class A stock for Q1 2014, up 8.4% quarter-over-quarter.
- 24 funds opened new John Wiley & Sons Class A positions in Q1 2014 and 15 closed out, a net change of +9 holders.
- The largest John Wiley & Sons Class A buyer in Q1 2014 was Fidelity Investments, an estimated $62.9M added.
- The largest John Wiley & Sons Class A seller in Q1 2014 was Vulcan Value Partners, an estimated $27.8M sold.
Based on aggregated 13F filings for Q1 2014.