John Wiley & Sons Class A
262 hedge funds and large institutions have $1.93B invested in John Wiley & Sons Class A in 2018 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 81 increasing their positions, 96 reducing their positions, and 48 closing their positions.
1.26% less ownership
Funds ownership: 86.66% → 85.4% (-1.3%)
2% less funds holding
Funds holding: 268 → 262 (-6)
13% less first-time investments, than exits
New positions opened: 42 | Existing positions closed: 48
16% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 96
24% less capital invested
Capital invested by funds: $2.54B → $1.93B (-$614M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$34.8M |
| 2 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$9.46M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$8.33M |
| 4 |
Renaissance Technologies
New York
|
+$7.74M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$32.8M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.7M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
-$10.8M |
| 4 |
FQ
First Quadrant
Glendale,
California
|
-$10.4M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$10.2M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
C
301
Cerebellum
San Francisco,
California
| – | -$2K | -37 | Closed |
|
|
MYIA
302
Mount Yale Investment Advisors
Denver,
Colorado
| – | -$1K | -23 | Closed |
|
|
CFD
303
Creative Financial Designs
Kokomo,
Indiana
| – | -$1K | -10 | Closed |
|
304
Fifth Third Bancorp
Cincinnati,
Ohio
| – | +$108 | +2 | New |
|
|
MOS
305
MGO One Seven
Beachwood,
Ohio
| – | +$215 | +4 | New |
|
|
PFGIA
306
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| – | +$538 | +10 | New |
|
WLY Hedge Fund Activity: Q4 2018 in Review
262 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2018, worth a combined $1.93B — down 24% from $2.54B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of WLY and 42 opened new positions — a net loss of 6 holders — while 96 trimmed existing stakes and 81 added.
The largest buyer was State Street, adding an estimated $34.8M. The largest seller was Invesco, cutting an estimated $32.8M.
- 262 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2018, down from 268 in Q3 2018.
- Funds reported $1.93B of John Wiley & Sons Class A stock for Q4 2018, down 24% quarter-over-quarter.
- 42 funds opened new John Wiley & Sons Class A positions in Q4 2018 and 48 closed out, a net change of -6 holders.
- The largest John Wiley & Sons Class A buyer in Q4 2018 was State Street, an estimated $34.8M added.
- The largest John Wiley & Sons Class A seller in Q4 2018 was Invesco, an estimated $32.8M sold.
Based on aggregated 13F filings for Q4 2018.