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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NIPH
251
NN Investment Partners Holdings
Netherlands
-$1.49M -31,715 Closed
BA
252
Bridgewater Associates
Connecticut
-$1.43M -30,451 Closed
KC
253
Kepos Capital
New York
-$1.42M -30,303 Closed
JIM
254
Jupiter Investment Management
United Kingdom
-$1.38M -29,448 Closed
OAM
255
Oxford Asset Management
United Kingdom
-$958K -20,400 Closed
PP
256
Paloma Partners
Connecticut
-$919K -19,578 Closed
BIM
257
Bogle Investment Management
Massachusetts
-$844K -17,974 Closed
PCAP
258
Pratt Collard Advisory Partners
New York
-$733K -15,615 Closed
VRS
259
Virginia Retirement Systems
Virginia
-$606K -12,900 Closed
HW
260
Hancock Whitney
Mississippi
-$481K -10,239 Closed
WCM
261
Weld Capital Management
New York
-$407K -8,673 Closed
BCM
262
BBT Capital Management
Texas
-$403K -8,578 Closed
State of Wisconsin Investment Board
263
State of Wisconsin Investment Board
Wisconsin
-$399K -8,488 Closed
URS
264
Utah Retirement Systems
Utah
-$389K -8,283 Closed
6M
265
6 Meridian
Kansas
-$369K -7,857 Closed
PI
266
Putnam Investments
Massachusetts
-$320K -6,822 Closed
HI
267
HBK Investments
Texas
-$282K -6,007 Closed
SO
268
STRS Ohio
Ohio
-$278K -5,920 Closed
HS
269
HighVista Strategies
Massachusetts
-$277K -5,900 Closed
RQS
270
Ramsey Quantitative Systems
Kentucky
-$271K -5,780 Closed
QCM
271
Quantinno Capital Management
New York
-$262K -5,575 Closed
BUB
272
BBVA USA Bancshares
Texas
-$205K -4,351 Closed
DTL
273
Dynamic Technology Lab
Singapore
-$200K -4,254 Closed
HDIM
274
Hanson & Doremus Investment Management
Vermont
-$185K -3,930 Closed
QT
275
Quantamental Technologies
New York
-$127K -2,700 Closed

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.