John Wiley & Sons Class A
239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.
48% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 23
8% more capital invested
Capital invested by funds: $1.83B → $1.98B (+$152M)
2% more funds holding
Funds holding: 235 → 239 (+4)
1.15% less ownership
Funds ownership: 87.91% → 86.76% (-1.1%)
22% less repeat investments, than reductions
Existing positions increased: 71 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$22.4M |
| 2 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$8.71M |
| 4 |
VanEck Associates
New York
|
+$7.62M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$7.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$36.6M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$16.4M |
| 3 |
Millennium Management
New York
|
-$12.4M |
| 4 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$8.24M |
| 5 |
Man Group
London,
United Kingdom
|
-$5.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Allianz Asset Management
Munich,
Germany
| – | -$209K | -4,756 | Closed |
|
252
Point72 Asset Management
Stamford,
Connecticut
| – | -$127K | -2,900 | Closed |
|
253
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$111K | -2,527 | Closed |
|
|
QT
254
Quantamental Technologies
White Plains,
New York
| – | -$89K | -2,036 | Closed |
|
|
LWCFA
255
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$21K | -471 | Closed |
|
256
Macquarie Group
Sydney, NSW 2000,
Australia
| – | -$12K | -262 | Closed |
|
|
AIL
257
AGF Investments LLC
Toronto,
Ontario, Canada
| – | -$4K | -96 | Closed |
|
258
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -59 | Closed |
|
|
CFA
259
Carroll Financial Associates
Charlotte,
North Carolina
| – | -$1K | -39 | Closed |
|
|
NIC
260
Northwest Investment Counselors
Lake Oswego,
Oregon
| – | -$1K | -18 | Closed |
|
|
BUB
261
BBVA USA Bancshares
Houston,
Texas
| – | +$186 | +4 | New |
|
WLY Hedge Fund Activity: Q4 2019 in Review
239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.
- 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
- Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
- 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
- The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
- The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.
Based on aggregated 13F filings for Q4 2019.