John Wiley & Sons Class A
238 hedge funds and large institutions have $1.5B invested in John Wiley & Sons Class A in 2023 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 24 closing their positions.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
8% more funds holding
Funds holding: 221 → 238 (+17)
7% more capital invested
Capital invested by funds: $1.4B → $1.5B (+$97M)
4% more repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 83
2.62% less ownership
Funds ownership: 89.87% → 87.25% (-2.6%)
36% less call options, than puts
Call options by funds: $1.54M | Put options by funds: $2.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JGC
J. Goldman & Co
New York
|
+$18.7M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$15.6M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$7.91M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$7.77M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$101M |
| 2 |
Comerica Bank
Dallas,
Texas
|
-$14.4M |
| 3 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$13.8M |
| 4 |
BlackRock
New York
|
-$6.24M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$6.21M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
ASN
251
Advisory Services Network
Atlanta,
Georgia
| – | -$236K | -6,942 | Closed |
|
252
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$220K | -6,475 | Closed |
|
253
Belvedere Trading
Chicago,
Illinois
| – | -$201K | -5,906 | Closed |
|
|
QT
254
Quantbot Technologies
New York
| – | -$162K | -4,756 | Closed |
|
|
HPC
255
HM Payson & Co
Portland,
Maine
| – | -$60.1K | -1,765 | Closed |
|
256
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$26.2K | -770 | Closed |
|
|
PI
257
PEAK6 Investments
Chicago,
Illinois
| – | -$24.9K | -701 | Closed |
|
|
BG
258
Bollard Group
Boston,
Massachusetts
| – | -$8K | -230 | Closed |
|
|
TCOV
259
Trust Company of Vermont
Brattleboro,
Vermont
| – | -$3.4K | -100 | Closed |
|
|
FDCC
260
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| – | -$1K | -31 | Closed |
|
|
DA
261
Denali Advisors
San Diego,
California
| – | -$544 | -16 | Closed |
|
|
DI
262
Disciplined Investments
Tulsa,
Oklahoma
| – | -$272 | -8 | Closed |
|
WLY Hedge Fund Activity: Q3 2023 in Review
238 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2023, worth a combined $1.5B — up 6.9% from $1.4B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new WLY positions and 24 closed out — a net gain of 18 holders — while 86 added to existing stakes and 83 trimmed.
The largest buyer was J. Goldman & Co, adding an estimated $18.7M. The largest seller was State Street, cutting an estimated $101M.
- 238 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2023, up from 221 in Q2 2023.
- Funds reported $1.5B of John Wiley & Sons Class A stock for Q3 2023, up 6.9% quarter-over-quarter.
- 42 funds opened new John Wiley & Sons Class A positions in Q3 2023 and 24 closed out, a net change of +18 holders.
- The largest John Wiley & Sons Class A buyer in Q3 2023 was J. Goldman & Co, an estimated $18.7M added.
- The largest John Wiley & Sons Class A seller in Q3 2023 was State Street, an estimated $101M sold.
Based on aggregated 13F filings for Q3 2023.