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John Wiley & Sons Class A
WLY

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231 → 248 (+17)

0.77% more ownership

Funds ownership: 87.88% → 88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80.2M
2
Invesco
Invesco
Georgia
+$10.3M
3
State Street
State Street
Massachusetts
+$10.1M
4
Prudential Financial
Prudential Financial
New Jersey
+$9.46M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.37M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$85.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$34.3M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$10.8M
5
NFA
Nationwide Fund Advisors
Ohio
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
251
SII Investments
Wisconsin
– -$733K -13,695 Closed
LCM
252
Laurion Capital Management
New York
– -$599K -11,200 Closed
LCM
253
Landscape Capital Management
New Jersey
– -$589K -11,000 Closed
CCM
254
CrestPoint Capital Management
Missouri
– -$503K -9,400 Closed
AW
255
Alpha Windward
Massachusetts
– -$469K -8,760 Closed
Arrowstreet Capital
256
Arrowstreet Capital
Massachusetts
– -$428K -8,000 Closed
SSA
257
Schonfeld Strategic Advisors
New York
– -$374K -6,985 Closed
Two Sigma Advisers
258
Two Sigma Advisers
New York
– -$351K -6,564 Closed
LA
259
Lucus Advisors
New York
– -$348K -6,501 Closed
Tudor Investment Corp
260
Tudor Investment Corp
Connecticut
– -$253K -4,729 Closed
VF
261
Virtu Financial
New York
– -$218K -4,081 Closed
FIM
262
Foresters Investment Management
New York
– -$56K -1,051 Closed
BONST
263
Bank of Nova Scotia Trust
Ontario, Canada
– -$32K -600 Closed
QT
264
Quantbot Technologies
New York
– -$30K -567 Closed
VNA
265
Valley National Advisers
Pennsylvania
– -$1K -12 Closed
EARNEST Partners
266
EARNEST Partners
Georgia
– +$347 +6 New
7 8 9 10
11

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.