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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$16.1M -$277K -5,478 -2%
GD
27
Grandfield & Dodd
New York
$14.7M +$250K +4,959 +2%
AAMU
28
Amundi Asset Management US
Massachusetts
$14.1M -$12.5M -246,871 -48%
Stifel Financial
29
Stifel Financial
Missouri
$13.4M +$3.52M +69,659 +37%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$13.4M -$10.2K -203 -0.1%
Bank of America
31
Bank of America
North Carolina
$12.6M +$210K +4,167 +2%
Lord, Abbett & Co
32
Lord, Abbett & Co
New Jersey
$12.3M +$5.35M +105,953 +82%
First Trust Advisors
33
First Trust Advisors
Illinois
$12.1M -$7.57M -149,959 -39%
RJA
34
Raymond James & Associates
Florida
$11.2M +$1.43M +28,364 +15%
CS
35
Central Securities
New York
$10.4M
Principal Financial Group
36
Principal Financial Group
Iowa
$9.57M +$950K +18,813 +11%
Charles Schwab
37
Charles Schwab
California
$8.09M +$529K +10,478 +7%
TCIM
38
TIAA CREF Investment Management
New York
$7.73M -$3.85M -76,304 -34%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$7.67M -$75.7K -1,500 -1%
EBIM
40
Eagle Boston Investment Management
Massachusetts
$7.49M +$189K +3,749 +3%
BIM
41
BlackRock Investment Management
Delaware
$7.37M +$80.8K +1,600 +1%
NFA
42
Nationwide Fund Advisors
Ohio
$7.11M +$2.3M +45,456 +50%
WIC
43
Willis Investment Counsel
Georgia
$6.99M +$10.1K +200 +0.1%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.98M -$202K -4,005 -3%
Morgan Stanley
45
Morgan Stanley
New York
$6.9M -$329K -6,523 -5%
GLA
46
Great Lakes Advisors
Illinois
$6.48M -$2.53M -50,096 -29%
Ameriprise
47
Ameriprise
Minnesota
$6.36M +$171K +3,393 +3%
AIG
48
American International Group
New York
$5.96M -$154K -3,047 -3%
JP Morgan Chase
49
JP Morgan Chase
New York
$5.96M -$542K -10,726 -9%
Deutsche Bank
50
Deutsche Bank
Germany
$5.87M +$451K +8,930 +9%

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.