John Wiley & Sons Class A
248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.
1.09% more ownership
Funds ownership: 85.4% → 86.48% (+1.1%)
9% more repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 82
5% less capital invested
Capital invested by funds: $1.93B → $1.83B (-$92.3M)
5% less funds holding
Funds holding: 262 → 248 (-14)
32% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 44
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ICOM
Investment Counselors of Maryland
Baltimore,
Maryland
|
+$16.1M |
| 2 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
+$13.1M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$11.5M |
| 4 |
VanEck Associates
New York
|
+$10.7M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$9.48M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$18.5M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$10.2M |
| 3 |
Millennium Management
New York
|
-$9.52M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.07M |
| 5 |
Goldman Sachs
New York
|
-$7.74M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFPIA
276
Stevens First Principles Investment Advisors
Newport Beach,
California
| – | -$59K | -1,250 | Closed |
|
|
JA
277
JOYN Advisors
Atlanta,
Georgia
| – | -$19K | -408 | Closed |
|
|
MAM
278
Meeder Asset Management
Dublin,
Ohio
| – | -$18K | -373 | Closed |
|
|
LPWM
279
Lake Point Wealth Management
Rockwall,
Texas
| – | -$11K | -242 | Closed |
|
|
ER
280
Enlightenment Research
Miami,
Florida
| – | -$9K | -200 | Closed |
|
|
SP
281
Symmetry Partners
Glastonbury,
Connecticut
| – | -$7K | -142 | Closed |
|
|
LWCFA
282
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$6K | -135 | Closed |
|
283
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$5K | -102 | Closed |
|
|
BOPW
284
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| – | -$2K | -49 | Closed |
|
|
PFBT
285
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -17 | Closed |
|
286
Bessemer Group
Woodbridge,
New Jersey
| – | +$540 | +11 | New |
|
WLY Hedge Fund Activity: Q1 2019 in Review
248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.
Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.
The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.
- 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
- Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
- 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
- The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
- The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.
Based on aggregated 13F filings for Q1 2019.