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John Wiley & Sons Class A

246 hedge funds and large institutions have $1.93B invested in John Wiley & Sons Class A in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.83B → $1.93B (+$96.4M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 86.48%87.36% (+0.88%)

1% less funds holding

Funds holding: 248246 (-2)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
83
Reduced
93
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
251
Mackenzie Financial
Ontario, Canada
-$1.06M -23,956 Closed
Arrowstreet Capital
252
Arrowstreet Capital
Massachusetts
-$764K -17,276 Closed
GH
253
GAM Holding
Switzerland
-$749K -16,931 Closed
M&T Bank
254
M&T Bank
New York
-$632K -14,296 Closed
CANY
255
Caxton Associates (New York)
New York
-$540K -12,204 Closed
GFPC
256
Global Financial Private Capital
Florida
-$531K -12,002 Closed
LCM
257
Laurion Capital Management
New York
-$511K -11,563 Closed
JG
258
Jefferies Group
New York
-$442K -10,000 Closed
AIM
259
Assured Investment Management
New York
-$315K -7,115 Closed
MAM
260
Martingale Asset Management
Massachusetts
-$293K -6,613 Closed
OWA
261
Outlook Wealth Advisors
Texas
-$256K -5,786 Closed
FA
262
FDx Advisors
Illinois
-$219K -4,958 Closed
Marshall Wace
263
Marshall Wace
United Kingdom
-$218K -4,917 Closed
Truist Financial
264
Truist Financial
North Carolina
-$202K -4,564 Closed
MWNA
265
Marshall Wace North America
New York
-$174K -3,931 Closed
ST
266
Smithfield Trust
Pennsylvania
-$142K -3,216 Closed
CFGS
267
Concourse Financial Group Securities
Alabama
-$115K -2,524 Closed
OSAM
268
O'Shaughnessy Asset Management
Connecticut
-$102K -2,322 Closed
PCG
269
Private Capital Group
Connecticut
-$75K -1,686 Closed
AWM
270
AllSquare Wealth Management
New York
-$49K -1,104 Closed
WAM
271
Wealthspire Advisors (Maryland)
Maryland
-$32K -724 Closed
BBNA
272
Bremer Bank National Association
Minnesota
-$25K -540 Closed
RFC
273
Regions Financial Corp
Alabama
-$14K -313 Closed
SMG
274
Spectrum Management Group
Indiana
-$14K -306 Closed
PGA
275
Premia Global Advisors
Florida
-$10K -241 Closed

WLY Hedge Fund Activity: Q2 2019 in Review

246 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2019, worth a combined $1.93B — up 5.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WLY positions and 36 closed out — a net gain of 1 holder — while 83 added to existing stakes and 93 trimmed.

The largest buyer was State Street, adding an estimated $22.9M. The largest seller was AJO LP, exiting entirely with an estimated $33.7M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2019, down from 248 in Q1 2019.
  • Funds reported $1.93B of John Wiley & Sons Class A stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 37 funds opened new John Wiley & Sons Class A positions in Q2 2019 and 36 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q2 2019 was State Street, an estimated $22.9M added.
  • The largest John Wiley & Sons Class A seller in Q2 2019 was AJO LP, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2019.