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John Wiley & Sons Class A
WLY

230 hedge funds and large institutions have $2.16B invested in John Wiley & Sons Class A in 2022 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 79 increasing their positions, 89 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 86.78% → 87.22% (+0.44%)

7% less funds holding

Funds holding: 246 → 230 (-16)

7% less capital invested

Capital invested by funds: $2.32B → $2.16B (-$166M)

11% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 89

42% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 36

Holders
230
Holders Change
-16
Holders Change %
-6.5%
% of All Funds
3.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
79
Reduced
89
Closed
36
Calls
$1.38M
Puts
–
Net Calls
+$1.38M
Net Calls Change
+$1.38M

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$39.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$15.6M
3
CCMLC
Cardinal Capital Management LLC (Connecticut)
Connecticut
+$12.7M
4
ProShare Advisors
ProShare Advisors
Maryland
+$3.48M
5
UBS Group
UBS Group
Switzerland
+$3.05M

Top Sellers

Rank Fund Capital Flow
1
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$10.3M
2
CIP
Champlain Investment Partners
Vermont
-$6.41M
3
Millennium Management
Millennium Management
New York
-$6.29M
4
E
Ergoteles
New York
-$5.3M
5
Goldman Sachs
Goldman Sachs
New York
-$5.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
DAM
251
Delta Asset Management
Tennessee
– -$6K -100 Closed
AF
252
Advisornet Financial
Minnesota
– -$2K -39 Closed
EBA
253
Eagle Bay Advisors
New York
– -$2K -39 Closed
UB
254
UMB Bank
Missouri
– -$1K -19 Closed
AFG
255
Albion Financial Group
Utah
– -$420 -8 -50%
SWA
256
Sutton Wealth Advisors
Florida
– -$458 -8 Closed
SIC
257
SJS Investment Consulting
Ohio
– +$53 +1 New
SC
258
Schubert & Co
Texas
– +$105 +2 +33%
DFCM
259
Dark Forest Capital Management
Puerto Rico
– +$158 +3 +150%
MCM
260
Manchester Capital Management
Vermont
– +$263 +5 New
CWP
261
Concord Wealth Partners
Virginia
– +$368 +7 New
DI
262
Disciplined Investments
Oklahoma
– +$420 +8 New
7 8 9 10
11

WLY Hedge Fund Activity: Q1 2022 in Review

230 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2022, worth a combined $2.16B — down 7.2% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of WLY and 21 opened new positions — a net loss of 15 holders — while 89 trimmed existing stakes and 79 added.

The largest buyer was State Street, adding an estimated $39.5M. The largest seller was Acadian Asset Management, cutting an estimated $10.3M.

  • 230 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2022, down from 246 in Q4 2021.
  • Funds reported $2.16B of John Wiley & Sons Class A stock for Q1 2022, down 7.2% quarter-over-quarter.
  • 21 funds opened new John Wiley & Sons Class A positions in Q1 2022 and 36 closed out, a net change of -15 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2022 was State Street, an estimated $39.5M added.
  • The largest John Wiley & Sons Class A seller in Q1 2022 was Acadian Asset Management, an estimated $10.3M sold.

Based on aggregated 13F filings for Q1 2022.