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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
VanEck Associates
26
VanEck Associates
New York
$10.6M +$791K +18,894 +8%
GS
27
Gagnon Securities
New York
$9.4M +$59.5M +1,422,296 +8,548%
Russell Investments Group
28
Russell Investments Group
United Kingdom
$8.13M +$864K +20,642 +11%
N
29
Nuveen
North Carolina
$7.87M -$249K -5,955 -3%
Norges Bank
30
Norges Bank
Norway
$7.51M
Macquarie Group
31
Macquarie Group
Australia
$7.44M -$481K -11,499 -6%
WIC
32
Willis Investment Counsel
Georgia
$7.1M +$154K +3,683 +2%
Invesco
33
Invesco
Georgia
$6.82M -$10.9M -259,748 -60%
Loomis, Sayles & Company
34
Loomis, Sayles & Company
Massachusetts
$6.01M -$14.1K -338 -0.2%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$5.75M +$217K +5,196 +4%
EAM
36
Eagle Asset Management
Florida
$5.7M -$4.02M -96,122 -41%
SEI Investments
37
SEI Investments
Pennsylvania
$5.66M -$42K -1,004 -0.7%
SAM
38
Sycomore Asset Management
France
$5.64M
Man Group
39
Man Group
United Kingdom
$5.29M -$372K -8,892 -6%
Ameriprise
40
Ameriprise
Minnesota
$5.26M -$202K -4,821 -4%
Renaissance Technologies
41
Renaissance Technologies
New York
$4.56M +$1.47M +35,158 +45%
Amundi
42
Amundi
France
$4.5M +$94.4K +2,256 +2%
Swiss National Bank
43
Swiss National Bank
Switzerland
$4.29M +$79.5K +1,900 +2%
AllianceBernstein
44
AllianceBernstein
Tennessee
$3.89M +$11.3K +271 +0.3%
Wells Fargo
45
Wells Fargo
California
$3.48M -$1.18M -28,090 -24%
AIG
46
American International Group
New York
$3.48M -$42.5K -1,016 -1%
Voloridge Investment Management
47
Voloridge Investment Management
Florida
$3.46M +$2.02M +48,196 +126%
Citadel Advisors
48
Citadel Advisors
Florida
$2.77M -$439K -10,496 -13%
New York State Teachers Retirement System (NYSTRS)
49
New York State Teachers Retirement System (NYSTRS)
New York
$2.75M
Legal & General Group
50
Legal & General Group
United Kingdom
$2.66M +$3.06K +73 +0.1%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.