We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

234 hedge funds and large institutions have $2.57B invested in John Wiley & Sons Class A in 2021 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 73 increasing their positions, 94 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more capital invested

Capital invested by funds: $2.25B → $2.57B (+$320M)

2.65% more ownership

Funds ownership: 88.79%91.44% (+2.6%)

0% more call options, than puts

Call options by funds: $6K | Put options by funds: $6K

6% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 32

1% less funds holding

Funds holding: 237234 (-3)

22% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 94

Holders
234
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
4.07%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
30
Increased
73
Reduced
94
Closed
32
Calls
$6K
Puts
$6K
Net Calls
Net Calls Change
+$591K
Name Holding Trade Value Shares
Change
Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$25.1M +$9.2M +154,726 +59%
Wells Fargo
27
Wells Fargo
California
$24.4M -$7.03M -118,193 -23%
PPA
28
Parametric Portfolio Associates
Washington
$21.4M +$2.72M +45,776 +15%
GD
29
Grandfield & Dodd
New York
$18.5M +$193K +3,240 +1%
CC
30
Clearline Capital
New York
$13.8M -$6.67M -112,117 -33%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$13.8M -$399K -6,700 -3%
SAM
32
Sycomore Asset Management
France
$12.8M +$12.7M +212,761 +4,250%
Morgan Stanley
33
Morgan Stanley
New York
$12.3M +$10.3M +173,449 +549%
Man Group
34
Man Group
United Kingdom
$11.3M +$106K +1,786 +1%
Invesco
35
Invesco
Georgia
$11M -$20.1M -337,829 -65%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$10.9M -$641K -10,767 -6%
Loomis, Sayles & Company
37
Loomis, Sayles & Company
Massachusetts
$10.3M -$46K -773 -0.4%
ORIO
38
Old Republic International (ORI)
Illinois
$10.1M
Marshall Wace
39
Marshall Wace
United Kingdom
$9.86M +$9.75M +163,831 New
MWNA
40
Marshall Wace North America
New York
$9.11M +$7.1M +119,329 +373%
Ameriprise
41
Ameriprise
Minnesota
$8.86M +$4.58M +77,052 +110%
Macquarie Group
42
Macquarie Group
Australia
$8.27M +$972K +16,342 +14%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$8.02M +$817K +13,726 +11%
Amundi
44
Amundi
France
$7.97M +$7.88M +132,434 New
SEI Investments
45
SEI Investments
Pennsylvania
$6.77M -$3.63M -61,054 -35%
First Trust Advisors
46
First Trust Advisors
Illinois
$6.56M +$4M +67,294 +161%
WIC
47
Willis Investment Counsel
Georgia
$6.33M
AllianceBernstein
48
AllianceBernstein
Tennessee
$5.96M +$1.36M +22,794 +30%
Swiss National Bank
49
Swiss National Bank
Switzerland
$5.92M -$214K -3,600 -4%
Bank of America
50
Bank of America
North Carolina
$5.15M +$400K +6,719 +9%

WLY Hedge Fund Activity: Q2 2021 in Review

234 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2021, worth a combined $2.57B — up 14% from $2.25B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of WLY and 30 opened new positions — a net loss of 2 holders — while 94 trimmed existing stakes and 73 added.

The largest buyer was State Street, adding an estimated $106M. The largest seller was VanEck Associates, exiting entirely with an estimated $96.5M sold.

  • 234 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2021, down from 237 in Q1 2021.
  • Funds reported $2.57B of John Wiley & Sons Class A stock for Q2 2021, up 14% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q2 2021 and 32 closed out, a net change of -2 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2021 was State Street, an estimated $106M added.
  • The largest John Wiley & Sons Class A seller in Q2 2021 was VanEck Associates, an estimated $96.5M sold.

Based on aggregated 13F filings for Q2 2021.