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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GD
26
Grandfield & Dodd
New York
$17.6M -$98K -1,575 -0.5%
Millennium Management
27
Millennium Management
New York
$17M -$896K -14,406 -5%
Man Group
28
Man Group
United Kingdom
$16.1M +$1.22M +19,596 +8%
Nordea Investment Management
29
Nordea Investment Management
Sweden
$14.9M -$4.24M -68,102 -22%
Prudential Financial
30
Prudential Financial
New Jersey
$14.8M -$5.94M -95,520 -28%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$13.9M +$10.6M +171,157 +295%
DIA
32
Dana Investment Advisors
Wisconsin
$13.7M +$14.1M +226,314 New
Wells Fargo
33
Wells Fargo
California
$13.2M -$914K -14,697 -6%
Principal Financial Group
34
Principal Financial Group
Iowa
$13.2M +$289K +4,650 +2%
Bank of America
35
Bank of America
North Carolina
$13M +$109K +1,749 +0.8%
Ameriprise
36
Ameriprise
Minnesota
$11.9M +$2.11M +33,904 +21%
EAM
37
Eagle Asset Management
Florida
$11.9M +$2.5M +40,130 +26%
Citadel Advisors
38
Citadel Advisors
Florida
$11.9M +$1.73M +27,860 +17%
Loomis, Sayles & Company
39
Loomis, Sayles & Company
Massachusetts
$11.8M +$217K +3,492 +2%
JP Morgan Chase
40
JP Morgan Chase
New York
$10.9M +$1.86M +29,956 +20%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$10.8M -$781K -12,556 -7%
FQ
42
First Quadrant
California
$10.4M +$2.1M +33,747 +25%
APG Asset Management
43
APG Asset Management
Netherlands
$9.97M +$2.57M +41,300 +28%
AAMU
44
Amundi Asset Management US
Massachusetts
$9.64M +$1.6M +25,694 +19%
PAM
45
Panagora Asset Management
Massachusetts
$9.63M -$146K -2,342 -1%
WIC
46
Willis Investment Counsel
Georgia
$9.09M +$889K +14,295 +11%
PPA
47
Parametric Portfolio Associates
Washington
$8.78M +$174K +2,790 +2%
Morgan Stanley
48
Morgan Stanley
New York
$8.37M -$6.79M -109,154 -44%
FP
49
Foundry Partners
Minnesota
$8.14M +$23.7K +381 +0.3%
ProShare Advisors
50
ProShare Advisors
Maryland
$7.7M +$764K +12,287 +11%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.