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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$10M +$7.91M +233,259 +279%
Renaissance Technologies
27
Renaissance Technologies
New York
$9.62M +$5.32M +157,000 +107%
GD
28
Grandfield & Dodd
New York
$9.34M -$114K -3,350 -1%
CC
29
Clearline Capital
New York
$8.46M +$9.05M +266,946 New
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$8.45M +$7.56M +223,048 +513%
Man Group
31
Man Group
United Kingdom
$8.04M +$5.91M +174,346 +221%
Baird Financial Group
32
Baird Financial Group
Wisconsin
$7.2M +$4.77M +140,665 +163%
N
33
Nuveen
North Carolina
$7.17M -$38.3K -1,129 -0.5%
PPA
34
Parametric Portfolio Associates
Washington
$6.85M -$349K -10,281 -5%
Ensign Peak Advisors
35
Ensign Peak Advisors
Utah
$6.54M -$772K -22,770 -10%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$6.06M +$135K +3,983 +2%
SEI Investments
37
SEI Investments
Pennsylvania
$5.63M -$1.6M -47,199 -21%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$5.5M -$203K -6,000 -3%
ORIO
39
Old Republic International (ORI)
Illinois
$5.3M
Goldman Sachs
40
Goldman Sachs
New York
$5.09M -$1.25M -36,819 -19%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$4.47M +$907K +26,743 +23%
AAMU
42
Amundi Asset Management US
Massachusetts
$4.34M -$305K -8,993 -6%
AQR Capital Management
43
AQR Capital Management
Connecticut
$3.81M -$3.78M -111,607 -48%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$3.6M -$93.9K -2,769 -2%
JP Morgan Chase
45
JP Morgan Chase
New York
$3.48M +$54.4K +1,604 +1%
WIC
46
Willis Investment Counsel
Georgia
$3.41M -$21K -620 -0.6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.21M +$44.1K +1,300 +1%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$3.13M -$2.78K -82 -0.1%
Citadel Advisors
49
Citadel Advisors
Florida
$3.05M +$1.79M +52,920 +123%
Fuller & Thaler Asset Management
50
Fuller & Thaler Asset Management
California
$2.85M -$2.05M -60,574 -40%

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.