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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GD
26
Grandfield & Dodd
New York
$12.8M -$54K -1,100 -0.4%
CVA
27
Ceredex Value Advisors
Florida
$11.8M +$13.1M +266,868 New
JP Morgan Chase
28
JP Morgan Chase
New York
$11.6M +$6.35M +129,368 +97%
DIA
29
Dana Investment Advisors
Wisconsin
$11.4M +$955K +19,478 +8%
ACB
30
Aristotle Capital Boston
Massachusetts
$11.3M +$6.97M +142,187 +126%
SBH
31
Segall Bryant & Hamill
Illinois
$11.1M +$3.69M +75,247 +43%
Man Group
32
Man Group
United Kingdom
$9.62M -$1.2M -24,397 -10%
ProShare Advisors
33
ProShare Advisors
Maryland
$9.32M +$2.5M +51,010 +32%
Principal Financial Group
34
Principal Financial Group
Iowa
$9.24M +$45.5K +928 +0.4%
Nordea Investment Management
35
Nordea Investment Management
Sweden
$9.17M -$654K -13,328 -6%
EAM
36
Eagle Asset Management
Florida
$8.96M +$100K +2,044 +1%
Wells Fargo
37
Wells Fargo
California
$8.61M +$846K +17,241 +10%
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$8.54M -$13.2K -270 -0.1%
Ameriprise
39
Ameriprise
Minnesota
$7.93M +$715K +14,579 +9%
WC
40
Walthausen & Co
New York
$6.87M +$3.21M +65,364 +73%
SEI Investments
41
SEI Investments
Pennsylvania
$6.74M +$825K +16,811 +12%
Renaissance Technologies
42
Renaissance Technologies
New York
$6.55M -$4.33M -88,200 -37%
UBS Group
43
UBS Group
Switzerland
$6.03M +$236K +4,819 +4%
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$5.78M +$5.84M +119,092 +1,031%
PAM
45
Panagora Asset Management
Massachusetts
$5.71M -$968K -19,738 -13%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$5.23M -$370K -7,545 -6%
Millennium Management
47
Millennium Management
New York
$5.16M -$9.52M -194,192 -62%
Citadel Advisors
48
Citadel Advisors
Florida
$4.97M -$1.34M -27,237 -20%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$4.91M -$123K -2,506 -2%
FP
50
Foundry Partners
Minnesota
$4.68M -$2.19M -44,642 -30%

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.