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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
26
Schroder Investment Management Group
United Kingdom
$21M -$622K -12,237 -3%
CC
27
Clearline Capital
New York
$18.5M -$8.16M -160,518 -32%
ProShare Advisors
28
ProShare Advisors
Maryland
$18.1M -$6.59M -129,495 -28%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$17.4M +$196K +3,856 +1%
PPA
30
Parametric Portfolio Associates
Washington
$16.8M +$2.86M +56,303 +22%
JP Morgan Chase
31
JP Morgan Chase
New York
$16.5M +$6.23M +122,586 +67%
GD
32
Grandfield & Dodd
New York
$16.5M -$350K -6,878 -2%
N
33
Nuveen
North Carolina
$15.7M +$2.81M +55,296 +24%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$14.2M +$7.4M +145,475 +125%
Goldman Sachs
35
Goldman Sachs
New York
$14.1M -$787K -15,473 -6%
ACB
36
Aristotle Capital Boston
Massachusetts
$13.6M -$3.69M -72,643 -22%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$12.9M +$4.73M +93,062 +65%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$10.4M +$536K +10,540 +6%
Man Group
39
Man Group
United Kingdom
$10.1M -$7.9M -155,291 -45%
Loomis, Sayles & Company
40
Loomis, Sayles & Company
Massachusetts
$9.32M -$359K -7,067 -4%
ORIO
41
Old Republic International (ORI)
Illinois
$9.05M
SEI Investments
42
SEI Investments
Pennsylvania
$8.96M +$2.74M +53,813 +45%
AAMU
43
Amundi Asset Management US
Massachusetts
$8.6M +$81.6K +1,605 +1%
HF
44
HRT Financial
New York
$7.55M +$7.09M +139,350 New
Macquarie Group
45
Macquarie Group
Australia
$6.56M +$6M +118,043 +4,003%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$6.48M -$76K -1,495 -1%
Janus Henderson Group
47
Janus Henderson Group
United Kingdom
$6.2M +$5.82M +114,455 New
Citadel Advisors
48
Citadel Advisors
Florida
$6.07M +$418K +8,215 +8%
WIC
49
Willis Investment Counsel
Georgia
$5.7M -$16.3K -320 -0.3%
Swiss National Bank
50
Swiss National Bank
Switzerland
$5.52M +$40.7K +800 +0.8%

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.