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John Wiley & Sons Class A

227 hedge funds and large institutions have $1.62B invested in John Wiley & Sons Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $577K | Put options by funds: $172K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$87.9M)

2% more ownership

Funds ownership: 86.56%88.55% (+2%)

1% more funds holding

Funds holding: 225227 (+2)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
73
Reduced
87
Closed
28
Calls
$577K
Puts
$172K
Net Calls
+$405K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
GD
26
Grandfield & Dodd
New York
$11.6M +$55.6K +1,455 +0.5%
AQR Capital Management
27
AQR Capital Management
Connecticut
$9.04M -$7.55M -197,605 -46%
Ensign Peak Advisors
28
Ensign Peak Advisors
Utah
$8.94M +$6.21M +162,510 +244%
N
29
Nuveen
North Carolina
$8.87M +$69.5K +1,820 +0.8%
PPA
30
Parametric Portfolio Associates
Washington
$8.82M +$1.86M +48,576 +27%
SEI Investments
31
SEI Investments
Pennsylvania
$8.81M +$2.32M +60,840 +37%
AG
32
Aperio Group
California
$7.71M +$2.69M +70,456 +55%
Goldman Sachs
33
Goldman Sachs
New York
$7.7M -$1.3M -34,055 -15%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$7.3M -$315K -8,254 -4%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$7M -$186K -4,860 -3%
ORIO
36
Old Republic International (ORI)
Illinois
$6.51M
Fuller & Thaler Asset Management
37
Fuller & Thaler Asset Management
California
$5.86M -$3.75M -98,228 -40%
Renaissance Technologies
38
Renaissance Technologies
New York
$5.71M +$5.59M +146,300 New
AAMU
39
Amundi Asset Management US
Massachusetts
$5.69M +$567K +14,842 +11%
Millennium Management
40
Millennium Management
New York
$5.64M -$2.19M -57,401 -28%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$4.89M +$100K +2,622 +2%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$4.53M +$82K +2,147 +2%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$4.49M -$2.32M -60,776 -35%
JP Morgan Chase
44
JP Morgan Chase
New York
$4.26M -$824K -21,580 -16%
WIC
45
Willis Investment Counsel
Georgia
$4.22M -$9.85K -258 -0.2%
First Trust Advisors
46
First Trust Advisors
Illinois
$4.08M +$1.03M +27,013 +35%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.89M +$485K +12,700 +15%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.85M -$35.2K -922 -0.9%
AllianceBernstein
49
AllianceBernstein
Tennessee
$3.84M +$1.25M +32,772 +50%
Ameriprise
50
Ameriprise
Minnesota
$3.42M -$1.11M -29,137 -25%

WLY Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2020, worth a combined $1.62B — up 5.8% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 28 closed out — a net gain of 3 holders — while 73 added to existing stakes and 87 trimmed.

The largest buyer was VanEck Associates, adding an estimated $47.4M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 227 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2020, up from 225 in Q1 2020.
  • Funds reported $1.62B of John Wiley & Sons Class A stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2020 and 28 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2020 was VanEck Associates, an estimated $47.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.