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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.96B invested in John Wiley & Sons Class A in 2024 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 75 increasing their positions, 92 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

73% more call options, than puts

Call options by funds: $666K | Put options by funds: $386K

23% more capital invested

Capital invested by funds: $1.59B → $1.96B (+$367M)

3.44% more ownership

Funds ownership: 86.1%89.54% (+3.4%)

2% less funds holding

Funds holding: 241235 (-6)

13% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 39

18% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 92

Holders
235
Holders Change
-6
Holders Change %
-2.49%
% of All Funds
3.37%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
34
Increased
75
Reduced
92
Closed
39
Calls
$666K
Puts
$386K
Net Calls
+$280K
Net Calls Change
+$142K
Name Holding Trade Value Shares
Change
Change in
Stake
D.E. Shaw & Co
26
D.E. Shaw & Co
New York
$10.6M
CVA
27
Ceredex Value Advisors
Florida
$10.5M -$32.1K -700 -0.3%
Principal Financial Group
28
Principal Financial Group
Iowa
$10.1M +$73.5K +1,600 +0.8%
Loomis, Sayles & Company
29
Loomis, Sayles & Company
Massachusetts
$9.95M -$363K -7,897 -4%
TSW
30
Thompson Siegel & Walmsley
Virginia
$9.82M -$957K -20,850 -9%
Westfield Capital Management
31
Westfield Capital Management
Massachusetts
$9.74M +$160K +3,481 +2%
Bank of America
32
Bank of America
North Carolina
$8.83M +$2.97M +64,640 +55%
Ameriprise
33
Ameriprise
Minnesota
$8.64M -$1.13M -24,565 -12%
Jacobs Levy Equity Management
34
Jacobs Levy Equity Management
New Jersey
$8.48M -$465K -10,135 -5%
AAM
35
Advisors Asset Management
Colorado
$7.19M -$2.7M -58,862 -28%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$6.82M -$275K -5,989 -4%
AFCM
37
Alta Fox Capital Management
Texas
$6.16M +$5.86M +127,698 New
Citadel Advisors
38
Citadel Advisors
Florida
$6.01M -$595K -12,957 -9%
IECM
39
Intrinsic Edge Capital Management
Illinois
$5.79M +$5.51M +120,000 New
Tudor Investment Corp
40
Tudor Investment Corp
Connecticut
$5.77M -$428K -9,323 -7%
Legal & General Group
41
Legal & General Group
United Kingdom
$5.63M +$28.3K +617 +0.5%
RhumbLine Advisers
42
RhumbLine Advisers
Massachusetts
$5.61M -$275K -5,987 -5%
UBS Group
43
UBS Group
Switzerland
$5.6M +$1.79M +39,001 +51%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$5.38M -$13.1M -286,233 -72%
Millennium Management
45
Millennium Management
New York
$4.85M +$189K +4,108 +4%
UBS AM
46
UBS AM
Illinois
$4.74M +$15.7K +342 +0.3%
SCP
47
Seizert Capital Partners
Michigan
$4.62M -$41.6K -906 -0.9%
Norges Bank
48
Norges Bank
Norway
$4.52M -$2.57M -56,067 -37%
Allianz Asset Management
49
Allianz Asset Management
Germany
$4.41M +$764K +16,631 +22%
CEI
50
Clark Estates Inc
New York
$4.28M -$326K -7,100 -7%

WLY Hedge Fund Activity: Q3 2024 in Review

235 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2024, worth a combined $1.96B — up 23% from $1.59B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of WLY and 34 opened new positions — a net loss of 5 holders — while 92 trimmed existing stakes and 75 added.

The largest buyer was Ophir Asset Management, opening a new position worth an estimated $48.4M. The largest seller was Man Group, cutting an estimated $18.1M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2024, down from 241 in Q2 2024.
  • Funds reported $1.96B of John Wiley & Sons Class A stock for Q3 2024, up 23% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q3 2024 and 39 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2024 was Ophir Asset Management, an estimated $48.4M added.
  • The largest John Wiley & Sons Class A seller in Q3 2024 was Man Group, an estimated $18.1M sold.

Based on aggregated 13F filings for Q3 2024.