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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TSW
26
Thompson Siegel & Walmsley
Virginia
$8.55M +$7.68M +224,358 New
Ameriprise
27
Ameriprise
Minnesota
$8.54M +$394K +11,510 +5%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$8.41M
Principal Financial Group
29
Principal Financial Group
Iowa
$8.32M -$481K -14,065 -6%
Loomis, Sayles & Company
30
Loomis, Sayles & Company
Massachusetts
$8.12M -$3.32K -97 -0%
CVA
31
Ceredex Value Advisors
Florida
$8.08M +$20.5K +599 +0.3%
AAM
32
Advisors Asset Management
Colorado
$7.98M +$1.11M +32,347 +18%
EAM
33
Eagle Asset Management
Florida
$7.93M +$1.8M +52,628 +34%
Citadel Advisors
34
Citadel Advisors
Florida
$7.42M -$7.15M -208,864 -52%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$7.26M +$6.47M +188,980 New
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$7.05M +$6.33M +184,955 New
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$5.84M +$960K +28,054 +22%
Nordea Investment Management
38
Nordea Investment Management
Sweden
$5.69M -$90.8K -2,654 -2%
Fidelity Investments
39
Fidelity Investments
Massachusetts
$5.38M +$1.14M +33,228 +31%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.92M -$184K -5,364 -4%
Legal & General Group
41
Legal & General Group
United Kingdom
$4.47M -$13.1K -384 -0.3%
Renaissance Technologies
42
Renaissance Technologies
New York
$4.29M +$27.4K +800 +0.7%
CEI
43
Clark Estates Inc
New York
$4.1M +$599K +17,500 +19%
Millennium Management
44
Millennium Management
New York
$3.87M -$58.1K -1,697 -2%
Victory Capital Management
45
Victory Capital Management
Texas
$3.82M -$6.19M -180,962 -64%
SCP
46
Seizert Capital Partners
Michigan
$3.74M +$52.3K +1,529 +2%
EGM
47
Engineers Gate Manager
New York
$3.63M -$337K -9,841 -9%
Goldman Sachs
48
Goldman Sachs
New York
$3.35M -$1.9M -55,470 -39%
Tudor Investment Corp
49
Tudor Investment Corp
Connecticut
$3.33M -$1.42M -41,470 -32%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.3M

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.