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John Wiley & Sons Class A

246 hedge funds and large institutions have $1.93B invested in John Wiley & Sons Class A in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 83 increasing their positions, 93 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $1.83B → $1.93B (+$96.4M)

3% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 36

0.88% more ownership

Funds ownership: 86.48%87.36% (+0.88%)

1% less funds holding

Funds holding: 248246 (-2)

11% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 93

Holders
246
Holders Change
-2
Holders Change %
-0.81%
% of All Funds
5.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
37
Increased
83
Reduced
93
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GD
26
Grandfield & Dodd
New York
$13.6M +$308K +6,763 +2%
Wells Fargo
27
Wells Fargo
California
$13M +$4.02M +88,346 +45%
ProShare Advisors
28
ProShare Advisors
Maryland
$12.7M +$3.02M +66,389 +31%
AAMU
29
Amundi Asset Management US
Massachusetts
$12.4M +$691K +15,198 +30%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$12.2M -$2.91M -63,915 -19%
ACB
31
Aristotle Capital Boston
Massachusetts
$12M +$337K +7,404 +3%
CVA
32
Ceredex Value Advisors
Florida
$11.5M -$694K -15,258 -6%
Bank of America
33
Bank of America
North Carolina
$11.5M -$5.37M -118,031 -32%
Renaissance Technologies
34
Renaissance Technologies
New York
$9.86M +$3.04M +66,910 +45%
Principal Financial Group
35
Principal Financial Group
Iowa
$9.48M -$106K -2,324 -1%
JP Morgan Chase
36
JP Morgan Chase
New York
$9.15M -$2.79M -61,279 -23%
EAM
37
Eagle Asset Management
Florida
$9.11M -$188K -4,125 -2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$8.92M +$5.8M +127,489 +190%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$8.73M -$777K -17,081 -8%
Deutsche Bank
40
Deutsche Bank
Germany
$8.57M +$6.18M +135,854 +266%
N
41
Nuveen
North Carolina
$8.32M +$8.26M +181,536 New
Ameriprise
42
Ameriprise
Minnesota
$8.17M -$57.8K -1,271 -0.7%
Loomis, Sayles & Company
43
Loomis, Sayles & Company
Massachusetts
$7.93M -$924K -20,323 -11%
Citadel Advisors
44
Citadel Advisors
Florida
$6.85M +$1.68M +36,961 +33%
SEI Investments
45
SEI Investments
Pennsylvania
$6.81M -$199K -4,369 -3%
WC
46
Walthausen & Co
New York
$6.39M -$723K -15,890 -10%
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$5.76M +$5.71M +125,617 New
Russell Investments Group
48
Russell Investments Group
United Kingdom
$5.5M +$1.84M +40,505 +51%
FP
49
Foundry Partners
Minnesota
$5.38M +$531K +11,667 +11%
First Trust Advisors
50
First Trust Advisors
Illinois
$5.33M +$1.08M +23,764 +26%

WLY Hedge Fund Activity: Q2 2019 in Review

246 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2019, worth a combined $1.93B — up 5.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new WLY positions and 36 closed out — a net gain of 1 holder — while 83 added to existing stakes and 93 trimmed.

The largest buyer was State Street, adding an estimated $22.9M. The largest seller was AJO LP, exiting entirely with an estimated $33.7M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2019, down from 248 in Q1 2019.
  • Funds reported $1.93B of John Wiley & Sons Class A stock for Q2 2019, up 5.3% quarter-over-quarter.
  • 37 funds opened new John Wiley & Sons Class A positions in Q2 2019 and 36 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q2 2019 was State Street, an estimated $22.9M added.
  • The largest John Wiley & Sons Class A seller in Q2 2019 was AJO LP, an estimated $33.7M sold.

Based on aggregated 13F filings for Q2 2019.