John Wiley & Sons Class A
233 hedge funds and large institutions have $2.31B invested in John Wiley & Sons Class A in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 88 reducing their positions, and 19 closing their positions.
15% more capital invested
Capital invested by funds: $2B → $2.31B (+$310M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
0.64% less ownership
Funds ownership: 85.66% → 85.02% (-0.64%)
5% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 19
9% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 88
1% less funds holding
Funds holding: 236 → 233 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$27.8M |
| 2 |
Franklin Resources
San Mateo,
California
|
+$12.3M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$10.5M |
| 4 |
Bank of New York Mellon
New York
|
+$7.71M |
| 5 |
RA
Royce & Associates
New York
|
+$7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$17.8M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$13.5M |
| 3 |
SO
STRS Ohio
Columbus,
Ohio
|
-$11.4M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$10.6M |
| 5 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$8.89M |
WLY Hedge Fund Activity: Q4 2013 in Review
233 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2013, worth a combined $2.31B — up 15% from $2B a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of WLY and 18 opened new positions — a net loss of 1 holder — while 88 trimmed existing stakes and 80 added.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $27.8M. The largest seller was Vulcan Value Partners, cutting an estimated $17.8M.
- 233 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2013, down from 236 in Q3 2013.
- Funds reported $2.31B of John Wiley & Sons Class A stock for Q4 2013, up 15% quarter-over-quarter.
- 18 funds opened new John Wiley & Sons Class A positions in Q4 2013 and 19 closed out, a net change of -1 holder.
- The largest John Wiley & Sons Class A buyer in Q4 2013 was Barrow, Hanley, Mewhinney & Strauss, an estimated $27.8M added.
- The largest John Wiley & Sons Class A seller in Q4 2013 was Vulcan Value Partners, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2013.