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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OC
26
Oppenheimer & Co
New York
$21.5M -$579K -10,000 -3%
GD
27
Grandfield & Dodd
New York
$19.2M +$123K +2,125 +0.7%
VanEck Associates
28
VanEck Associates
New York
$18M -$1.58M -27,375 -9%
Morgan Stanley
29
Morgan Stanley
New York
$17.7M +$7.86M +135,847 +102%
Charles Schwab
30
Charles Schwab
California
$16.4M +$900K +15,554 +7%
Schroder Investment Management Group
31
Schroder Investment Management Group
United Kingdom
$16.1M +$1.7M +29,420 +14%
Bank of America
32
Bank of America
North Carolina
$14.2M -$4.94M -85,316 -28%
Principal Financial Group
33
Principal Financial Group
Iowa
$13.3M +$21.1K +365 +0.2%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$13M -$1.06M -18,246 -8%
ProShare Advisors
35
ProShare Advisors
Maryland
$12.2M +$626K +10,824 +6%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$12.2M +$9.37M +161,873 +705%
Wells Fargo
37
Wells Fargo
California
$11.9M +$2.06M +35,543 +25%
ACB
38
Aristotle Capital Boston
Massachusetts
$11.5M +$2.32M +40,120 +30%
AAMU
39
Amundi Asset Management US
Massachusetts
$11.2M +$2.09M +36,113 +27%
American Century Companies
40
American Century Companies
Missouri
$9.96M +$8.76M +151,473 New
EAM
41
Eagle Asset Management
Florida
$9.88M +$3.01M +52,069 +52%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$9.7M
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$9.37M +$63.4K +1,096 +0.8%
PPA
44
Parametric Portfolio Associates
Washington
$9.18M +$2.75M +47,611 +52%
WIC
45
Willis Investment Counsel
Georgia
$8.96M -$9.55K -165 -0.1%
FP
46
Foundry Partners
Minnesota
$8.78M +$247K +4,267 +3%
PAM
47
Panagora Asset Management
Massachusetts
$8.63M +$121K +2,087 +2%
CCMH
48
Cornerstone Capital Management Holdings
New York
$8.41M +$5.36M +92,703 +263%
Ameriprise
49
Ameriprise
Minnesota
$8.39M -$231K -3,984 -3%
WC
50
Walthausen & Co
New York
$8.34M +$7.34M +126,850 New

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.