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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.18B invested in John Wiley & Sons Class A in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 71 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

1% less funds holding

Funds holding: 234231 (-3)

2.45% less ownership

Funds ownership: 91.44%88.99% (-2.5%)

15% less capital invested

Capital invested by funds: $2.57B → $2.18B (-$394M)

19% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 88

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $6K

Holders
231
Holders Change
-3
Holders Change %
-1.28%
% of All Funds
4.04%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
28
Increased
71
Reduced
88
Closed
27
Calls
Puts
$6K
Net Calls
-$6K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
EAM
26
Eagle Asset Management
Florida
$17.3M -$5.45M -95,026 -22%
N
27
Nuveen
North Carolina
$17M -$5.72M -99,701 -23%
GD
28
Grandfield & Dodd
New York
$16.1M +$99.3K +1,733 +0.6%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$13.3M +$4.31M +75,102 +42%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$13M +$1.05M +18,384 +8%
SAM
31
Sycomore Asset Management
France
$12.1M +$361K +6,300 +3%
CC
32
Clearline Capital
New York
$12M
Morgan Stanley
33
Morgan Stanley
New York
$10.5M -$255K -4,447 -2%
Invesco
34
Invesco
Georgia
$9.76M +$224K +3,912 +2%
Man Group
35
Man Group
United Kingdom
$9.37M -$495K -8,631 -5%
WIC
36
Willis Investment Counsel
Georgia
$8.93M +$3.78M +65,862 +63%
ORIO
37
Old Republic International (ORI)
Illinois
$8.72M
Loomis, Sayles & Company
38
Loomis, Sayles & Company
Massachusetts
$8.45M -$538K -9,381 -5%
Ameriprise
39
Ameriprise
Minnesota
$7.71M +$26.8K +468 +0.3%
Macquarie Group
40
Macquarie Group
Australia
$7.17M
RhumbLine Advisers
41
RhumbLine Advisers
Massachusetts
$7.01M +$55.1K +962 +0.7%
Amundi
42
Amundi
France
$6.29M -$687K -11,985 -9%
Skandinaviska Enskilda Banken (SEB)
43
Skandinaviska Enskilda Banken (SEB)
Sweden
$6.2M +$2.5M +43,600 +58%
SEI Investments
44
SEI Investments
Pennsylvania
$5.98M +$155K +2,709 +2%
Lazard Asset Management
45
Lazard Asset Management
New York
$5.28M +$5.74M +100,151 +9,686%
Swiss National Bank
46
Swiss National Bank
Switzerland
$5.12M -$11.5K -200 -0.2%
AIG
47
American International Group
New York
$5.12M -$166K -2,892 -3%
AllianceBernstein
48
AllianceBernstein
Tennessee
$5.08M -$94K -1,640 -2%
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.72M +$44.3K +773 +1%
Legal & General Group
50
Legal & General Group
United Kingdom
$3.49M -$114K -1,986 -3%

WLY Hedge Fund Activity: Q3 2021 in Review

231 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2021, worth a combined $2.18B — down 15% from $2.57B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new WLY positions and 27 closed out — a net gain of 1 holder — while 71 added to existing stakes and 88 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $51.4M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $25.1M sold.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2021, down from 234 in Q2 2021.
  • Funds reported $2.18B of John Wiley & Sons Class A stock for Q3 2021, down 15% quarter-over-quarter.
  • 28 funds opened new John Wiley & Sons Class A positions in Q3 2021 and 27 closed out, a net change of +1 holder.
  • The largest John Wiley & Sons Class A buyer in Q3 2021 was William Blair Investment Management, an estimated $51.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2021 was Arrowstreet Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2021.