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John Wiley & Sons Class A

247 hedge funds and large institutions have $2.21B invested in John Wiley & Sons Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 65

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 243247 (+4)

1.23% more ownership

Funds ownership: 82.21%83.43% (+1.2%)

10% less capital invested

Capital invested by funds: $2.46B → $2.21B (-$246M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
119
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JHIU
251
Janus Henderson Investors US
Colorado
-$581K -9,500 Closed
GMIM
252
General Motors Investment Management
New York
-$492K -8,039 Closed
SB
253
Suntrust Banks
Georgia
-$382K -6,249 Closed
IWC
254
Integrated Wealth Counsel
California
-$300K -4,900 Closed
SCP
255
Sandhill Capital Partners
New York
-$289K -4,726 Closed
BA
256
Bridgewater Associates
Connecticut
-$278K -4,547 Closed
RG
257
Rathbones Group
United Kingdom
-$237K -3,876 Closed
WAM
258
World Asset Management
Michigan
-$224K -3,668 Closed
WIS
259
Wright Investors Service
Connecticut
-$216K -3,535 Closed
CCM
260
CrestPoint Capital Management
Missouri
-$214K -3,500 Closed
SCA
261
Secor Capital Advisors
New York
-$211K -3,452 Closed
Toronto Dominion Bank
262
Toronto Dominion Bank
Ontario, Canada
-$193K -3,155 Closed
BCM
263
Blume Capital Management
California
-$128K -2,100 Closed
PCM
264
Parsons Capital Management
Rhode Island
-$110K -1,797 Closed
Creative Planning
265
Creative Planning
Kansas
-$61K -1,005 Closed
TRCT
266
Tower Research Capital (TRC)
New York
-$51K -830 Closed
AW
267
Alpha Windward
Massachusetts
-$27K -435 Closed
FANJ
268
Financial Architects (New Jersey)
New Jersey
-$4K -66 Closed
WAS
269
Winch Advisory Services
Wisconsin
-$2K -34 Closed

WLY Hedge Fund Activity: Q2 2015 in Review

247 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2015, worth a combined $2.21B — down 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLY positions and 22 closed out — a net gain of 5 holders — while 119 added to existing stakes and 65 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, cutting an estimated $91.3M.

  • 247 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2015, up from 243 in Q1 2015.
  • Funds reported $2.21B of John Wiley & Sons Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q2 2015 and 22 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2015 was Champlain Investment Partners, an estimated $27.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2015 was Capital Research Global Investors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2015.