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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWR
51
McAdams Wright Ragen
Washington
$6.52M -$1.35M -23,800 -18%
Manulife (Manufacturers Life Insurance)
52
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.39M +$2.11M +37,072 +54%
JP Morgan Chase
53
JP Morgan Chase
New York
$6.29M -$328K -5,771 -5%
Two Sigma Investments
54
Two Sigma Investments
New York
$6.22M +$5.84M +102,687 New
Bank of America
55
Bank of America
North Carolina
$6.17M +$262K +4,618 +5%
CCMH
56
Cornerstone Capital Management Holdings
New York
$5.99M -$1.83M -32,160 -25%
DVM
57
Dreman Value Management
Florida
$5.8M -$113K -1,995 -2%
AIG
58
American International Group
New York
$5.7M -$103K -1,817 -2%
CYG
59
Clean Yield Group
Vermont
$5.58M -$40.5K -713 -0.8%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$5.48M -$503K -8,858 -9%
U
61
UBS
Switzerland
$4.94M -$630K -11,078 -12%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$4.91M -$66M -1,161,918 -93%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$4.88M -$125K -2,200 -3%
NFA
64
Nationwide Fund Advisors
Ohio
$4.65M -$49.7K -875 -1%
Prudential Financial
65
Prudential Financial
New Jersey
$4.47M -$582K -10,244 -12%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$4.35M
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$4.31M -$171K -3,009 -4%
ARMC
68
American Research & Management Company
Massachusetts
$3.96M -$44.1K -775 -1%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$3.95M -$1.43M -25,095 -28%
Goldman Sachs
70
Goldman Sachs
New York
$3.93M -$1.79M -31,468 -33%
Stifel Financial
71
Stifel Financial
Missouri
$3.87M +$386K +6,794 +12%
USAA
72
United Services Automobile Association
Texas
$3.71M +$290K +5,100 +9%
T. Rowe Price Associates
73
T. Rowe Price Associates
Maryland
$3.69M
Los Angeles Capital Management
74
Los Angeles Capital Management
California
$3.68M -$25.6K -450 -0.7%
State of Tennessee, Department of Treasury
75
State of Tennessee, Department of Treasury
Tennessee
$3.56M -$56.8K -1,000 -2%

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.