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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
51
Clean Yield Group
Vermont
$5.82M +$36.4K +720 +0.6%
New York State Common Retirement Fund
52
New York State Common Retirement Fund
New York
$5.64M
Wells Fargo
53
Wells Fargo
California
$5.42M +$790K +15,656 +18%
SBIA
54
Sheaff Brock Investment Advisors
Indiana
$5.35M -$298K -5,895 -5%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$5.04M -$231K -4,574 -5%
FP
56
Foundry Partners
Minnesota
$4.8M +$4.65M +92,053 New
ACB
57
Aristotle Capital Boston
Massachusetts
$4.79M +$159K +3,154 +4%
BlackRock
58
BlackRock
New York
$4.72M +$1.12M +22,245 +33%
Two Sigma Advisers
59
Two Sigma Advisers
New York
$4.6M -$828K -16,400 -16%
SCM
60
Snyder Capital Management
California
$4.42M -$22K -435 -0.5%
FAM
61
Fenimore Asset Management
New York
$4.02M -$7.07M -140,000 -65%
Swiss National Bank
62
Swiss National Bank
Switzerland
$4.02M -$35.3K -700 -0.9%
Two Sigma Investments
63
Two Sigma Investments
New York
$3.92M +$2.48M +49,064 +189%
Citadel Advisors
64
Citadel Advisors
Florida
$3.88M +$670K +13,273 +22%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$3.84M +$114K +2,250 +3%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$3.74M -$222K -4,400 -6%
FL
67
Fort LP
Maryland
$3.55M +$256K +5,064 +8%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$3.36M +$359K +7,109 +12%
Neuberger Berman Group
69
Neuberger Berman Group
New York
$3.3M +$189K +3,753 +6%
OAC
70
OMERS Administration Corp
Ontario, Canada
$3.27M +$2.56M +50,700 +426%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$3.25M -$20.8K -411 -0.7%
HCM
72
Highbridge Capital Management
New York
$3.23M +$3.12M +61,827 New
CS
73
Credit Suisse
Switzerland
$3.17M +$1.2M +23,754 +64%
ARMC
74
American Research & Management Company
Massachusetts
$3.15M -$36.6K -725 -1%
D.E. Shaw & Co
75
D.E. Shaw & Co
New York
$3.07M -$933K -18,477 -24%

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.