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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
251
Susquehanna International Group
Pennsylvania
-$311K -6,401 Closed
LNWWM
252
Laird Norton Wetherby Wealth Management
California
-$297K -6,125 Closed
NFG
253
Next Financial Group
Texas
-$263K -5,380 Closed
JIP
254
Jaffetilchin Investment Partners
Florida
-$236K -4,859 Closed
CGH
255
Crossmark Global Holdings
Texas
-$213K -4,389 Closed
RGC
256
Roberts, Glore & Co
Illinois
-$208K -4,287 Closed
Verition Fund Management
257
Verition Fund Management
Connecticut
-$200K -4,124 Closed
AAS
258
Avantax Advisory Services
Texas
-$200K -4,105 Closed
Chevy Chase Trust
259
Chevy Chase Trust
Maryland
-$73K -1,500 Closed
QT
260
Quantbot Technologies
New York
-$71K -1,481 Closed
PHK
261
Point72 Hong Kong
Hong Kong
-$16K -332 Closed
SFA
262
Semmax Financial Advisors
North Carolina
-$13K -261 Closed
HNB
263
Huntington National Bank
Ohio
-$10K -215 Closed
AIM
264
Aigen Investment Management
New York
-$9K -182 Closed
HGWM
265
Harvest Group Wealth Management
Massachusetts
-$3K -78 Closed
SWA
266
Sutton Wealth Advisors
Florida
-$1.65K -34 Closed
SFS
267
Sowell Financial Services
Arkansas
-$1K -26 Closed
GWS
268
Glassman Wealth Services
Virginia
-$1K -11 Closed
PFGIA
269
Patriot Financial Group Insurance Agency
Massachusetts
-$210 -5 -31%
VCM
270
Versant Capital Management
Arizona
+$294 +7 New

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.