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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACB
26
Aristotle Capital Boston
Massachusetts
$14.7M +$281K +6,051 +2%
GD
27
Grandfield & Dodd
New York
$14.6M -$421K -9,051 -3%
Schroder Investment Management Group
28
Schroder Investment Management Group
United Kingdom
$13.9M +$3.45M +74,108 +35%
Goldman Sachs
29
Goldman Sachs
New York
$12.6M +$2.94M +63,248 +32%
Man Group
30
Man Group
United Kingdom
$12.3M -$5.33M -114,739 -31%
CVA
31
Ceredex Value Advisors
Florida
$10.5M -$1.37M -29,406 -12%
N
32
Nuveen
North Carolina
$10.1M -$440K -9,455 -4%
PPA
33
Parametric Portfolio Associates
Washington
$8.89M +$2.76M +59,420 +48%
Ensign Peak Advisors
34
Ensign Peak Advisors
Utah
$8.7M +$8.33M +179,201 New
Bank of America
35
Bank of America
North Carolina
$8.63M -$923K -19,851 -10%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$8.39M
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$8.3M -$58.4K -1,257 -0.7%
CC
38
Clearline Capital
New York
$8.15M +$394K +8,476 +5%
Invesco
39
Invesco
Georgia
$7.49M +$709K +15,241 +11%
WC
40
Walthausen & Co
New York
$7.08M -$833K -17,920 -11%
SEI Investments
41
SEI Investments
Pennsylvania
$7.05M -$345K -7,413 -5%
Nordea Investment Management
42
Nordea Investment Management
Sweden
$6.99M -$2.34M -50,377 -26%
D.E. Shaw & Co
43
D.E. Shaw & Co
New York
$6.99M -$1.7M -36,479 -20%
Renaissance Technologies
44
Renaissance Technologies
New York
$6.39M -$5.13M -110,300 -46%
Ameriprise
45
Ameriprise
Minnesota
$5.99M -$1.73M -37,268 -23%
Citadel Advisors
46
Citadel Advisors
Florida
$5.83M -$637K -13,693 -10%
WIC
47
Willis Investment Counsel
Georgia
$5.32M -$16.7K -360 -0.3%
SBH
48
Segall Bryant & Hamill
Illinois
$5.13M -$8.24M -177,216 -63%
First Trust Advisors
49
First Trust Advisors
Illinois
$5.12M +$317K +6,812 +7%
AAMU
50
Amundi Asset Management US
Massachusetts
$5.07M +$1.25M +26,953 +35%

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.