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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
251
Winslow Evans & Crocker
Massachusetts
$4K
WSTAM
252
Wilbanks Smith & Thomas Asset Management
Virginia
$4K +$3.73K +60 New
SWP
253
Stratos Wealth Partners
Ohio
$4K +$4.36K +70 New
RCAG
254
Rehmann Capital Advisory Group
Michigan
$3.33K -$249 -4 -7%
APA
255
American Portfolios Advisors
New York
$2.61K
PCP
256
Proficio Capital Partners
Massachusetts
$2K
QCG
257
Quadrant Capital Group
Ohio
$2K
C
258
Cerebellum
California
$2K +$2.3K +37 New
SPIA
259
Steward Partners Investment Advisory
New York
$2K +$2.36K +38 New
Carson Wealth (CWM LLC)
260
Carson Wealth (CWM LLC)
Nebraska
$1K -$933 -15 -41%
CFD
261
Creative Financial Designs
Indiana
$1K
DAM
262
Delta Asset Management
Tennessee
$1K
PFBT
263
Parkside Financial Bank & Trust
Missouri
$1K
MYIA
264
Mount Yale Investment Advisors
Colorado
$1K +$1.43K +23 New
Arrowstreet Capital
265
Arrowstreet Capital
Massachusetts
-$14.5M -231,934 Closed
MFIMFI
266
Mesirow Financial Investment Management - Fixed Income
Illinois
-$11.3M -181,029 Closed
MSE
267
MUFG Securities EMEA
United Kingdom
-$6.13M -98,300 Closed
Two Sigma Investments
268
Two Sigma Investments
New York
-$5.48M -87,857 Closed
CWM
269
CIBC World Markets
New York
-$5.01M -80,300 Closed
Squarepoint
270
Squarepoint
New York
-$2.34M -37,446 Closed
GAM
271
Gotham Asset Management
New York
-$1.84M -29,448 Closed
SCM
272
Stevens Capital Management
Pennsylvania
-$1.75M -28,036 Closed
PP
273
Paloma Partners
Connecticut
-$1.32M -21,156 Closed
Tudor Investment Corp
274
Tudor Investment Corp
Connecticut
-$930K -14,906 Closed
HCM
275
Highbridge Capital Management
New York
-$873K -13,992 Closed

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.