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John Wiley & Sons Class A

243 hedge funds and large institutions have $1.82B invested in John Wiley & Sons Class A in 2024 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 82 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

52% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 25

3% more funds holding

Funds holding: 235243 (+8)

2.92% more ownership

Funds ownership: 89.54%92.46% (+2.9%)

4% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 82

7% less capital invested

Capital invested by funds: $1.96B → $1.82B (-$137M)

46% less call options, than puts

Call options by funds: $14.7M | Put options by funds: $27.4M

Holders
243
Holders Change
+8
Holders Change %
+3.4%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.07%
New
38
Increased
85
Reduced
82
Closed
25
Calls
$14.7M
Puts
$27.4M
Net Calls
-$12.7M
Net Calls Change
-$13M
Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
26
Loomis, Sayles & Company
Massachusetts
$10.5M +$1.69M +34,373 +17%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$9.64M
Principal Financial Group
28
Principal Financial Group
Iowa
$9.49M +$387K +7,887 +4%
Westfield Capital Management
29
Westfield Capital Management
Massachusetts
$8.52M -$336K -6,854 -3%
CVA
30
Ceredex Value Advisors
Florida
$8.31M -$1.34M -27,400 -13%
ProShare Advisors
31
ProShare Advisors
Maryland
$7.88M -$7.71M -157,054 -47%
Goldman Sachs
32
Goldman Sachs
New York
$7.42M -$3.07M -62,531 -27%
RGI
33
River Global Investors
United Kingdom
$7.17M +$8.05M +164,001 New
Ameriprise
34
Ameriprise
Minnesota
$7.17M -$736K -15,003 -8%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$7.06M +$2.46M +50,095 +45%
Nordea Investment Management
36
Nordea Investment Management
Sweden
$6.65M +$557K +11,340 +8%
IECM
37
Intrinsic Edge Capital Management
Illinois
$6.56M +$1.48M +30,082 +25%
IIM
38
INTECH Investment Management
Florida
$6.12M +$6.32M +128,841 +1,146%
TSW
39
Thompson Siegel & Walmsley
Virginia
$5.95M -$3.31M -67,454 -33%
Victory Capital Management
40
Victory Capital Management
Texas
$5.66M +$4.6M +93,661 +262%
Jacobs Levy Equity Management
41
Jacobs Levy Equity Management
New Jersey
$5.55M -$2.4M -48,880 -28%
Allianz Asset Management
42
Allianz Asset Management
Germany
$5.33M +$1.5M +30,534 +33%
Legal & General Group
43
Legal & General Group
United Kingdom
$5.23M +$147K +2,991 +3%
Citadel Advisors
44
Citadel Advisors
Florida
$5.22M -$250K -5,088 -4%
Wells Fargo
45
Wells Fargo
California
$5.1M +$1.88M +38,341 +49%
UBS AM
46
UBS AM
Illinois
$5.05M +$845K +17,221 +18%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$5.05M -$34.5K -704 -0.6%
Public Sector Pension Investment Board (PSP Investments)
48
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.49M +$748K +15,235 +17%
American Century Companies
49
American Century Companies
Missouri
$4.18M +$595K +12,115 +15%
AAM
50
Advisors Asset Management
Colorado
$4.16M -$2.64M -53,794 -36%

WLY Hedge Fund Activity: Q4 2024 in Review

243 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2024, worth a combined $1.82B — down 7% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new WLY positions and 25 closed out — a net gain of 13 holders — while 85 added to existing stakes and 82 trimmed.

The largest buyer was Brown Advisory, opening a new position worth an estimated $50.4M. The largest seller was Schroder Investment Management Group, cutting an estimated $17.9M.

  • 243 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2024, up from 235 in Q3 2024.
  • Funds reported $1.82B of John Wiley & Sons Class A stock for Q4 2024, down 7% quarter-over-quarter.
  • 38 funds opened new John Wiley & Sons Class A positions in Q4 2024 and 25 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2024 was Brown Advisory, an estimated $50.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2024 was Schroder Investment Management Group, an estimated $17.9M sold.

Based on aggregated 13F filings for Q4 2024.