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John Wiley & Sons Class A

247 hedge funds and large institutions have $2.21B invested in John Wiley & Sons Class A in 2015 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 119 increasing their positions, 65 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 65

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

2% more funds holding

Funds holding: 243247 (+4)

1.23% more ownership

Funds ownership: 82.21%83.43% (+1.2%)

10% less capital invested

Capital invested by funds: $2.46B → $2.21B (-$246M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
247
Holders Change
+4
Holders Change %
+1.65%
% of All Funds
6.66%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
27
Increased
119
Reduced
65
Closed
22
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
51
Willis Investment Counsel
Georgia
$6.71M -$399K -6,865 -5%
AQR Capital Management
52
AQR Capital Management
Connecticut
$6.35M +$3.9M +67,177 +135%
New York State Common Retirement Fund
53
New York State Common Retirement Fund
New York
$6.22M +$390K +6,716 +6%
RFC
54
Russell Frank Company
Washington
$5.64M +$3.08M +53,051 +105%
AIG
55
American International Group
New York
$5.04M +$9.64K +166 +0.2%
CS
56
Credit Suisse
Switzerland
$4.98M +$2.18M +37,470 +69%
CIM
57
Calvert Investment Management
Maryland
$4.93M +$529K +9,119 +11%
CCP
58
Clarkston Capital Partners
Michigan
$4.79M +$2.2M +37,830 +75%
CYG
59
Clean Yield Group
Vermont
$4.71M -$245K -4,225 -5%
SAM
60
Sentinel Asset Management
Vermont
$4.6M +$383K +6,590 +8%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.6M +$66.2K +1,141 +1%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$4.58M +$45.3K +780 +0.9%
DVM
63
Dreman Value Management
Florida
$4.36M +$382K +6,583 +9%
HCM
64
Huber Capital Management
California
$4.32M -$1.4M -24,100 -23%
D.E. Shaw & Co
65
D.E. Shaw & Co
New York
$4.29M +$2.46M +42,363 +116%
Goldman Sachs
66
Goldman Sachs
New York
$4.19M +$1.43M +24,544 +47%
UBS Group
67
UBS Group
Switzerland
$4.09M +$863K +14,862 +25%
Prudential Financial
68
Prudential Financial
New Jersey
$3.98M +$395K +6,800 +10%
ACB
69
Aristotle Capital Boston
Massachusetts
$3.94M +$1.19M +20,576 +40%
New York State Teachers Retirement System (NYSTRS)
70
New York State Teachers Retirement System (NYSTRS)
New York
$3.9M
HPC
71
HM Payson & Co
Maine
$3.9M -$2.09M -35,961 -33%
AP
72
AHL Partners
United Kingdom
$3.68M -$2.08M -35,777 -35%
ARMC
73
American Research & Management Company
Massachusetts
$3.62M -$10.3K -177 -0.3%
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$3.48M -$7.55K -130 -0.2%
Comerica Bank
75
Comerica Bank
Texas
$3.48M +$1.86M +31,961 +100%

WLY Hedge Fund Activity: Q2 2015 in Review

247 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2015, worth a combined $2.21B — down 10% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new WLY positions and 22 closed out — a net gain of 5 holders — while 119 added to existing stakes and 65 trimmed.

The largest buyer was Champlain Investment Partners, adding an estimated $27.5M. The largest seller was Capital Research Global Investors, cutting an estimated $91.3M.

  • 247 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2015, up from 243 in Q1 2015.
  • Funds reported $2.21B of John Wiley & Sons Class A stock for Q2 2015, down 10% quarter-over-quarter.
  • 27 funds opened new John Wiley & Sons Class A positions in Q2 2015 and 22 closed out, a net change of +5 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2015 was Champlain Investment Partners, an estimated $27.5M added.
  • The largest John Wiley & Sons Class A seller in Q2 2015 was Capital Research Global Investors, an estimated $91.3M sold.

Based on aggregated 13F filings for Q2 2015.