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John Wiley & Sons Class A

232 hedge funds and large institutions have $2.26B invested in John Wiley & Sons Class A in 2017 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 101 increasing their positions, 63 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 63

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

1% more ownership

Funds ownership: 87.96%88.96% (+1%)

0% more funds holding

Funds holding: 231232 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1% less capital invested

Capital invested by funds: $2.28B → $2.26B (-$18.1M)

Holders
232
Holders Change
+1
Holders Change %
+0.43%
% of All Funds
5.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
101
Reduced
63
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$15.5M +$15.4M +293,746 New
GD
27
Grandfield & Dodd
New York
$15.2M +$164K +3,140 +1%
Morgan Stanley
28
Morgan Stanley
New York
$14.5M +$3.36M +64,212 +30%
Millennium Management
29
Millennium Management
New York
$13.8M +$5.61M +107,375 +69%
AL
30
AJO LP
Pennsylvania
$13.5M +$13.4M +255,990 New
Bank of America
31
Bank of America
North Carolina
$13.5M -$918K -17,553 -6%
JP Morgan Chase
32
JP Morgan Chase
New York
$12.7M -$2.15M -41,149 -15%
EBIM
33
Eagle Boston Investment Management
Massachusetts
$11.7M +$5.79M +110,804 +102%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$11.6M -$1.29M -24,630 -10%
Charles Schwab
35
Charles Schwab
California
$11.5M +$754K +14,425 +7%
NFA
36
Nationwide Fund Advisors
Ohio
$11.1M -$208K -3,969 -2%
Principal Financial Group
37
Principal Financial Group
Iowa
$10.7M +$415K +7,936 +4%
Jacobs Levy Equity Management
38
Jacobs Levy Equity Management
New Jersey
$9.97M +$9.44M +180,523 +2,149%
ProShare Advisors
39
ProShare Advisors
Maryland
$9.24M +$209K +3,996 +2%
TCIM
40
TIAA CREF Investment Management
New York
$7.69M +$1.94M +37,059 +34%
Citadel Advisors
41
Citadel Advisors
Florida
$7.28M +$5.34M +102,128 +285%
WIC
42
Willis Investment Counsel
Georgia
$7.22M +$1.05K +20 +0%
Ameriprise
43
Ameriprise
Minnesota
$7.18M +$714K +13,650 +11%
AAMU
44
Amundi Asset Management US
Massachusetts
$7.09M
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$7M +$36.6K +700 +0.5%
Deutsche Bank
46
Deutsche Bank
Germany
$6.96M +$3.84M +73,464 +126%
PAM
47
Panagora Asset Management
Massachusetts
$6.87M -$31K -593 -0.5%
RA
48
Royce & Associates
New York
$6.55M
FP
49
Foundry Partners
Minnesota
$6.34M +$380K +7,261 +6%
Wells Fargo
50
Wells Fargo
California
$6.28M -$1.55M -29,575 -20%

WLY Hedge Fund Activity: Q2 2017 in Review

232 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2017, worth a combined $2.26B — down 0.79% from $2.28B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 101 added to existing stakes and 63 trimmed.

The largest buyer was VanEck Associates, opening a new position worth an estimated $15.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $37.7M.

  • 232 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2017, up from 231 in Q1 2017.
  • Funds reported $2.26B of John Wiley & Sons Class A stock for Q2 2017, down 0.79% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q2 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2017 was VanEck Associates, an estimated $15.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2017 was Schroder Investment Management Group, an estimated $37.7M sold.

Based on aggregated 13F filings for Q2 2017.