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John Wiley & Sons Class A
WLY

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36% → 87.91% (+0.54%)

4% less funds holding

Funds holding: 246 → 235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
76
Reduced
102
Closed
30
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$31.9M
2
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$9.5M
3
CC
Clearline Capital
New York
+$7.12M
4
CCP
Clarkston Capital Partners
Michigan
+$6.99M
5
Norges Bank
Norges Bank
Norway
+$6.63M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$25.5M
2
State Street
State Street
Massachusetts
-$16M
3
Goldman Sachs
Goldman Sachs
New York
-$10.7M
4
BlackRock
BlackRock
New York
-$9.06M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$7.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
MF
251
Magnetar Financial
Illinois
– -$221K -4,816 Closed
PA
252
Profund Advisors
Maryland
– -$214K -4,670 Closed
FRM
253
Fox Run Management
Connecticut
– -$214K -4,659 Closed
CGH
254
Crossmark Global Holdings
Texas
– -$213K -4,650 Closed
WTC
255
WhitTier Trust Company
Nevada
– -$46K -1,000 Closed
OIA
256
OneDigital Investment Advisors
Kansas
– -$15K -325 Closed
RIA
257
Realta Investment Advisors
Delaware
– -$6K -129 Closed
NIT
258
NumerixS Investment Technologies
British Columbia, Canada
– -$5K -100 Closed
PA
259
Parallel Advisors
California
– -$2K -51 Closed
PCP
260
Proficio Capital Partners
Massachusetts
– -$2K -42 Closed
PFBT
261
Parkside Financial Bank & Trust
Missouri
– -$1K -24 Closed
GAM
262
Griffin Asset Management
New York
– -$1K -16 Closed
GWS
263
Glassman Wealth Services
Virginia
– +$491 +11 New
7 8 9 10
11

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.