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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GD
26
Grandfield & Dodd
New York
$11.1M -$213K -5,085 -2%
Fuller & Thaler Asset Management
27
Fuller & Thaler Asset Management
California
$9.32M -$29.9M -713,627 -74%
Goldman Sachs
28
Goldman Sachs
New York
$8.68M -$1.21M -28,962 -11%
N
29
Nuveen
North Carolina
$8.46M +$729K +17,391 +8%
Select Equity Group
30
Select Equity Group
New York
$8.36M +$9.35M +222,870 New
Millennium Management
31
Millennium Management
New York
$7.57M +$4.15M +99,001 +96%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$7.32M +$1.02M +24,231 +14%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$6.91M +$481K +11,460 +7%
CC
34
Clearline Capital
New York
$6.88M +$646K +15,407 +9%
PPA
35
Parametric Portfolio Associates
Washington
$6.66M -$232K -5,528 -3%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$6.57M +$4.57M +109,011 +164%
ORIO
37
Old Republic International (ORI)
Illinois
$6.26M +$7M +167,000 New
SEI Investments
38
SEI Investments
Pennsylvania
$6.05M +$707K +16,852 +12%
JP Morgan Chase
39
JP Morgan Chase
New York
$4.91M +$2.65M +63,158 +93%
AG
40
Aperio Group
California
$4.77M +$4.16M +99,131 +352%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$4.61M +$4.71M +112,394 +1,071%
Ameriprise
42
Ameriprise
Minnesota
$4.38M -$276K -6,588 -5%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$4.28M +$436K +10,401 +10%
WIC
44
Willis Investment Counsel
Georgia
$4.07M -$44K -1,050 -1%
Skandinaviska Enskilda Banken (SEB)
45
Skandinaviska Enskilda Banken (SEB)
Sweden
$4.02M +$4.5M +107,300 New
Citadel Advisors
46
Citadel Advisors
Florida
$3.96M -$615K -14,668 -12%
D.E. Shaw & Co
47
D.E. Shaw & Co
New York
$3.95M -$1.62M -38,592 -27%
Nordea Investment Management
48
Nordea Investment Management
Sweden
$3.9M -$1.66M -39,660 -28%
SBH
49
Segall Bryant & Hamill
Illinois
$3.83M -$153K -3,637 -3%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$3.73M +$37.7K +900 +0.9%

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.