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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GD
26
Grandfield & Dodd
New York
$15.3M -$320K -5,888 -2%
JP Morgan Chase
27
JP Morgan Chase
New York
$15.1M +$7.85M +144,501 +106%
Bank of America
28
Bank of America
North Carolina
$14.7M +$427K +7,858 +3%
AP
29
AHL Partners
United Kingdom
$13.8M +$8.48M +156,147 +155%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$13.1M -$245K -4,502 -2%
NFA
31
Nationwide Fund Advisors
Ohio
$11.5M +$281K +5,167 +2%
Morgan Stanley
32
Morgan Stanley
New York
$11.4M -$971K -17,868 -8%
Charles Schwab
33
Charles Schwab
California
$11M +$1.15M +21,147 +12%
Mawer Investment Management
34
Mawer Investment Management
Alberta, Canada
$10.8M -$13.6M -250,400 -55%
CS
35
Central Securities
New York
$10.8M
Principal Financial Group
36
Principal Financial Group
Iowa
$10.4M +$233K +4,296 +2%
GLA
37
Great Lakes Advisors
Illinois
$10M +$3.92M +72,193 +63%
ProShare Advisors
38
ProShare Advisors
Maryland
$9.21M +$2.29M +42,214 +33%
Millennium Management
39
Millennium Management
New York
$8.33M +$8.41M +154,772 New
Wells Fargo
40
Wells Fargo
California
$7.99M -$5.28M -97,267 -40%
N
41
Nuveen
North Carolina
$7.75M +$6.9M +126,960 +747%
WIC
42
Willis Investment Counsel
Georgia
$7.36M +$195K +3,585 +3%
AAMU
43
Amundi Asset Management US
Massachusetts
$7.23M -$48.9K -900 -0.7%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$7.1M -$391K -7,200 -5%
PAM
45
Panagora Asset Management
Massachusetts
$7.04M +$5.03M +92,568 +242%
RA
46
Royce & Associates
New York
$6.68M -$5.24M -96,500 -44%
Ameriprise
47
Ameriprise
Minnesota
$6.59M +$242K +4,459 +4%
FP
48
Foundry Partners
Minnesota
$6.08M +$885K +16,289 +17%
Arrowstreet Capital
49
Arrowstreet Capital
Massachusetts
$5.96M +$6.02M +110,805 New
EBIM
50
Eagle Boston Investment Management
Massachusetts
$5.86M +$307K +5,645 +5%

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.