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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
26
Man Group
United Kingdom
$15.6M +$3.2M +88,311 +35%
ACB
27
Aristotle Capital Boston
Massachusetts
$14.8M -$612K -16,896 -5%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$14.5M +$13.8K +381 +0.1%
GD
29
Grandfield & Dodd
New York
$14.2M +$590K +16,287 +6%
Goldman Sachs
30
Goldman Sachs
New York
$12.6M +$4.15M +114,676 +71%
PPA
31
Parametric Portfolio Associates
Washington
$11.6M +$1.34M +37,038 +17%
SAM
32
Silvercrest Asset Management
New York
$11.3M +$8.93M +246,565 New
N
33
Nuveen
North Carolina
$10.7M +$263K +7,249 +3%
JP Morgan Chase
34
JP Morgan Chase
New York
$8.34M +$2.6M +71,690 +65%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$8.24M +$255K +7,048 +4%
Loomis, Sayles & Company
36
Loomis, Sayles & Company
Massachusetts
$8.18M -$434K -11,995 -6%
ORIO
37
Old Republic International (ORI)
Illinois
$7.63M
AAMU
38
Amundi Asset Management US
Massachusetts
$7.17M +$731K +20,181 +15%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$6.61M +$90.7K +2,504 +2%
Barclays
40
Barclays
United Kingdom
$5.66M +$2.38M +65,755 +113%
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$5.53M +$274K +7,554 +7%
SEI Investments
42
SEI Investments
Pennsylvania
$5.5M -$2.03M -56,075 -32%
Arrowstreet Capital
43
Arrowstreet Capital
Massachusetts
$5.33M -$5.43M -149,862 -56%
William Blair Investment Management
44
William Blair Investment Management
Illinois
$5.1M +$4.04M +111,653 New
WIC
45
Willis Investment Counsel
Georgia
$4.82M -$76.4K -2,110 -2%
Citadel Advisors
46
Citadel Advisors
Florida
$4.74M +$279K +7,702 +8%
Swiss National Bank
47
Swiss National Bank
Switzerland
$4.62M
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$4.42M -$61.5K -1,697 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$4.25M +$159K +4,402 +5%
Millennium Management
50
Millennium Management
New York
$4.09M +$1.69M +46,572 +108%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.