John Wiley & Sons Class A
236 hedge funds and large institutions have $1.3B invested in John Wiley & Sons Class A in 2023 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 72 increasing their positions, 103 reducing their positions, and 40 closing their positions.
707% more call options, than puts
Call options by funds: $12.9M | Put options by funds: $1.6M
2.12% more ownership
Funds ownership: 87.25% → 89.37% (+2.1%)
0% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 40
1% less funds holding
Funds holding: 238 → 236 (-2)
13% less capital invested
Capital invested by funds: $1.5B → $1.3B (-$197M)
30% less repeat investments, than reductions
Existing positions increased: 72 | Existing positions reduced: 103
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$43.2M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$29.7M |
| 3 |
Morgan Stanley
New York
|
+$17.2M |
| 4 |
Man Group
London,
United Kingdom
|
+$14.1M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
-$74.4M |
| 2 |
Goldman Sachs
New York
|
-$19.4M |
| 3 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$17.8M |
| 4 |
CCMLC
Cardinal Capital Management LLC (Connecticut)
Greenwich,
Connecticut
|
-$14.8M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$6.94M |
WLY Hedge Fund Activity: Q4 2023 in Review
236 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2023, worth a combined $1.3B — down 13% from $1.5B a quarter earlier.
Fund positioning in WLY was balanced in Q4 2023: 40 funds opened new positions, 40 closed out, 72 added to existing stakes and 103 trimmed.
The largest buyer was Clarkston Capital Partners, adding an estimated $43.2M. The largest seller was Champlain Investment Partners, exiting entirely with an estimated $74.4M sold.
- 236 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2023, down from 238 in Q3 2023.
- Funds reported $1.3B of John Wiley & Sons Class A stock for Q4 2023, down 13% quarter-over-quarter.
- 40 funds opened new John Wiley & Sons Class A positions in Q4 2023 and 40 closed out, a net change of 0 holders.
- The largest John Wiley & Sons Class A buyer in Q4 2023 was Clarkston Capital Partners, an estimated $43.2M added.
- The largest John Wiley & Sons Class A seller in Q4 2023 was Champlain Investment Partners, an estimated $74.4M sold.
Based on aggregated 13F filings for Q4 2023.