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John Wiley & Sons Class A

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.41% less ownership

Funds ownership: 87.51%86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$8.97M
CVA
27
Ceredex Value Advisors
Florida
$8.88M +$244K +6,400 +3%
Loomis, Sayles & Company
28
Loomis, Sayles & Company
Massachusetts
$8.72M +$45.6K +1,196 +0.6%
AAM
29
Advisors Asset Management
Colorado
$8.46M -$52.2K -1,369 -0.7%
Principal Financial Group
30
Principal Financial Group
Iowa
$8.45M -$407K -10,684 -5%
Ameriprise
31
Ameriprise
Minnesota
$8.29M -$775K -20,349 -9%
Westfield Capital Management
32
Westfield Capital Management
Massachusetts
$8.07M +$508K +13,331 +7%
ProShare Advisors
33
ProShare Advisors
Maryland
$7.94M -$1.37M -35,839 -16%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$7.57M +$1.25M +32,726 +21%
Goldman Sachs
35
Goldman Sachs
New York
$7.42M +$3.6M +94,432 +108%
Norges Bank
36
Norges Bank
Norway
$6.1M -$3.01M -78,956 -35%
Nordea Investment Management
37
Nordea Investment Management
Sweden
$5.92M -$85.5K -2,244 -2%
Citadel Advisors
38
Citadel Advisors
Florida
$5.6M -$2.18M -57,136 -29%
Tudor Investment Corp
39
Tudor Investment Corp
Connecticut
$5.24M +$1.58M +41,498 +48%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$4.97M -$256K -6,726 -5%
Bank of America
41
Bank of America
North Carolina
$4.82M +$1.53M +40,059 +51%
Legal & General Group
42
Legal & General Group
United Kingdom
$4.72M -$50.9K -1,336 -1%
Renaissance Technologies
43
Renaissance Technologies
New York
$4.51M -$64.8K -1,700 -2%
UBS AM
44
UBS AM
Illinois
$3.99M +$1.2M +31,430 +47%
SCP
45
Seizert Capital Partners
Michigan
$3.93M -$60.4K -1,586 -2%
Millennium Management
46
Millennium Management
New York
$3.92M -$197K -5,158 -5%
CEI
47
Clark Estates Inc
New York
$3.9M -$446K -11,700 -11%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.77M +$232K +6,087 +7%
EGM
49
Engineers Gate Manager
New York
$3.59M -$272K -7,140 -7%
Swiss National Bank
50
Swiss National Bank
Switzerland
$3.48M -$41.9K -1,100 -1%

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.