John Wiley & Sons Class A
228 hedge funds and large institutions have $2.27B invested in John Wiley & Sons Class A in 2016 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 83 increasing their positions, 74 reducing their positions, and 27 closing their positions.
12% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 74
6% more capital invested
Capital invested by funds: $2.14B → $2.27B (+$122M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.4% less ownership
Funds ownership: 86.46% → 86.06% (-0.4%)
4% less first-time investments, than exits
New positions opened: 26 | Existing positions closed: 27
3% less funds holding
Funds holding: 235 → 228 (-7)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$26.1M |
| 2 |
Goldman Sachs
New York
|
+$9.33M |
| 3 |
Morgan Stanley
New York
|
+$9.11M |
| 4 |
HIM
Hermes Investment Management
London Uk,
United Kingdom
|
+$8.2M |
| 5 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$7.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$16.4M |
| 2 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
-$12.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$10.1M |
| 4 |
Millennium Management
New York
|
-$9.42M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JFA
251
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$19K | -374 | Closed |
|
|
S
252
SignatureFD
Atlanta,
Georgia
| – | -$19K | -374 | Closed |
|
|
VCM
253
Versant Capital Management
Phoenix,
Arizona
| – | -$746 | -14 | -74% |
|
254
EARNEST Partners
Atlanta,
Georgia
| – | +$320 | +6 | New |
|
WLY Hedge Fund Activity: Q4 2016 in Review
228 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2016, worth a combined $2.27B — up 5.7% from $2.14B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of WLY and 26 opened new positions — a net loss of 1 holder — while 74 trimmed existing stakes and 83 added.
The largest buyer was State Street, adding an estimated $26.1M. The largest seller was Fidelity Investments, cutting an estimated $16.4M.
- 228 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2016, down from 235 in Q3 2016.
- Funds reported $2.27B of John Wiley & Sons Class A stock for Q4 2016, up 5.7% quarter-over-quarter.
- 26 funds opened new John Wiley & Sons Class A positions in Q4 2016 and 27 closed out, a net change of -1 holder.
- The largest John Wiley & Sons Class A buyer in Q4 2016 was State Street, an estimated $26.1M added.
- The largest John Wiley & Sons Class A seller in Q4 2016 was Fidelity Investments, an estimated $16.4M sold.
Based on aggregated 13F filings for Q4 2016.