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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36%87.91% (+0.54%)

4% less funds holding

Funds holding: 246235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ProShare Advisors
26
ProShare Advisors
Maryland
$14M +$1.87M +41,963 +15%
GD
27
Grandfield & Dodd
New York
$13.7M +$642K +14,394 +5%
ACB
28
Aristotle Capital Boston
Massachusetts
$13.1M +$1.58M +35,470 +14%
EAM
29
Eagle Asset Management
Florida
$13M +$4.32M +96,896 +49%
SBH
30
Segall Bryant & Hamill
Illinois
$12.4M -$663K -14,852 -5%
CVA
31
Ceredex Value Advisors
Florida
$10.7M -$335K -7,500 -3%
Renaissance Technologies
32
Renaissance Technologies
New York
$10.6M +$1.2M +27,000 +13%
N
33
Nuveen
North Carolina
$9.56M +$1.61M +36,121 +20%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$9.35M +$9.5M +213,029 New
Bank of America
35
Bank of America
North Carolina
$8.7M -$2.34M -52,398 -21%
Goldman Sachs
36
Goldman Sachs
New York
$8.66M -$10.7M -239,234 -55%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$8.53M +$182K +4,079 +2%
D.E. Shaw & Co
38
D.E. Shaw & Co
New York
$7.93M -$622K -13,948 -7%
New York State Common Retirement Fund
39
New York State Common Retirement Fund
New York
$7.6M -$4.2M -94,163 -35%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$7.57M -$23.3K -522 -0.3%
WC
41
Walthausen & Co
New York
$7.2M +$1.09M +24,530 +18%
Ameriprise
42
Ameriprise
Minnesota
$7.06M -$780K -17,474 -10%
CC
43
Clearline Capital
New York
$7.01M +$7.12M +159,564 New
SEI Investments
44
SEI Investments
Pennsylvania
$6.71M +$202K +4,519 +3%
Invesco
45
Invesco
Georgia
$6.12M +$1.41M +31,582 +29%
Citadel Advisors
46
Citadel Advisors
Florida
$5.89M -$688K -15,413 -10%
PPA
47
Parametric Portfolio Associates
Washington
$5.44M +$746K +16,713 +16%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$5.23M +$510K +11,426 +11%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$5.11M -$186K -4,165 -3%
WIC
50
Willis Investment Counsel
Georgia
$4.83M -$41.7K -935 -0.8%

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.