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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 86 increasing their positions, 88 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 20

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% less capital invested

Capital invested by funds: $2.26B → $2.25B (-$6.43M)

0% less funds holding

Funds holding: 232231 (-1)

2% less repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 88

1.08% less ownership

Funds ownership: 88.96%87.88% (-1.1%)

Holders
231
Holders Change
-1
Holders Change %
-0.43%
% of All Funds
5.76%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
86
Reduced
88
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$16.2M +$2.49M +46,377 +18%
VanEck Associates
27
VanEck Associates
New York
$16.1M +$407K +7,583 +3%
GD
28
Grandfield & Dodd
New York
$15.5M +$88.6K +1,651 +0.6%
JP Morgan Chase
29
JP Morgan Chase
New York
$14.4M +$1.54M +28,784 +12%
Charles Schwab
30
Charles Schwab
California
$12.5M +$823K +15,343 +7%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$11.6M -$10.2M -189,252 -47%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$11.5M -$210K -3,916 -2%
Principal Financial Group
33
Principal Financial Group
Iowa
$10.8M +$24.2K +451 +0.2%
Prudential Financial
34
Prudential Financial
New Jersey
$9.65M +$7.56M +140,865 +356%
ProShare Advisors
35
ProShare Advisors
Maryland
$9.33M -$42.3K -788 -0.4%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$7.89M +$2.12M +39,588 +37%
Wells Fargo
37
Wells Fargo
California
$7.75M +$1.39M +25,986 +22%
NFA
38
Nationwide Fund Advisors
Ohio
$7.66M -$3.59M -66,941 -32%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$7.57M +$473K +8,817 +7%
WIC
40
Willis Investment Counsel
Georgia
$7.3M -$19.3K -360 -0.3%
ACB
41
Aristotle Capital Boston
Massachusetts
$7.23M +$1.22M +22,672 +20%
AAMU
42
Amundi Asset Management US
Massachusetts
$7.17M -$16.1K -300 -0.2%
Morgan Stanley
43
Morgan Stanley
New York
$7.13M -$7.63M -142,184 -52%
Ameriprise
44
Ameriprise
Minnesota
$7.04M -$243K -4,536 -3%
FP
45
Foundry Partners
Minnesota
$6.91M +$483K +9,005 +7%
PAM
46
Panagora Asset Management
Massachusetts
$6.91M -$59.8K -1,114 -0.9%
GLA
47
Great Lakes Advisors
Illinois
$6.49M +$580K +10,809 +10%
EBIM
48
Eagle Boston Investment Management
Massachusetts
$6.04M -$5.71M -106,471 -48%
TCIM
49
TIAA CREF Investment Management
New York
$6.04M -$1.76M -32,892 -23%
AIG
50
American International Group
New York
$5.47M +$95.6K +1,781 +2%

WLY Hedge Fund Activity: Q3 2017 in Review

231 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2017, worth a combined $2.25B — down 0.28% from $2.26B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new WLY positions and 20 closed out — a net gain of 2 holders — while 86 added to existing stakes and 88 trimmed.

The largest buyer was AJO LP, adding an estimated $42.4M. The largest seller was Wellington Management Group, cutting an estimated $34.1M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2017, down from 232 in Q2 2017.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q3 2017, down 0.28% quarter-over-quarter.
  • 22 funds opened new John Wiley & Sons Class A positions in Q3 2017 and 20 closed out, a net change of +2 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2017 was AJO LP, an estimated $42.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2017 was Wellington Management Group, an estimated $34.1M sold.

Based on aggregated 13F filings for Q3 2017.