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John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$10.5M +$8.59M +201,694 +292%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$10.3M -$199K -4,660 -2%
N
28
Nuveen
North Carolina
$8.53M +$1M +23,523 +12%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$8.28M +$2.7M +63,441 +42%
Macquarie Group
30
Macquarie Group
Australia
$7.12M -$84.6K -1,986 -1%
WIC
31
Willis Investment Counsel
Georgia
$6.94M +$75.1K +1,763 +1%
Invesco
32
Invesco
Georgia
$6.93M +$359K +8,414 +5%
Ameriprise
33
Ameriprise
Minnesota
$6.46M +$1.5M +35,230 +27%
Norges Bank
34
Norges Bank
Norway
$6.05M -$1.34M -31,521 -17%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$5.61M +$46.3K +1,087 +0.8%
SEI Investments
36
SEI Investments
Pennsylvania
$5.6M +$135K +3,166 +2%
EAM
37
Eagle Asset Management
Florida
$5.6M +$235K +5,514 +4%
Man Group
38
Man Group
United Kingdom
$5.29M -$5.63M -132,081 Closed
SAM
39
Sycomore Asset Management
France
$5.26M
Wells Fargo
40
Wells Fargo
California
$4.8M +$1.58M +36,968 +43%
Amundi
41
Amundi
France
$3.9M
Voloridge Investment Management
42
Voloridge Investment Management
Florida
$3.84M +$542K +12,729 +15%
Qube Research & Technologies (QRT)
43
Qube Research & Technologies (QRT)
United Kingdom
$3.78M +$3.3M +77,353 +382%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$3.77M +$3.87M +90,924 +1,454%
AllianceBernstein
45
AllianceBernstein
Tennessee
$3.73M -$36.3K -853 -0.9%
Swiss National Bank
46
Swiss National Bank
Switzerland
$3.71M -$482K -11,300 -11%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$3.54M -$4.75M -111,535 -55%
SCP
48
Seizert Capital Partners
Michigan
$3.48M +$2.67M +62,709 +232%
AIG
49
American International Group
New York
$3.35M -$17K -400 -0.5%
DFCM
50
Dark Forest Capital Management
Puerto Rico
$3.02M +$2.48M +58,118 +294%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.