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John Wiley & Sons Class A
WLY

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231 → 248 (+17)

0.77% more ownership

Funds ownership: 87.88% → 88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$80.2M
2
Invesco
Invesco
Georgia
+$10.3M
3
State Street
State Street
Massachusetts
+$10.1M
4
Prudential Financial
Prudential Financial
New Jersey
+$9.46M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$9.37M

Top Sellers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
-$85.4M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$48.1M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$34.3M
4
VBA
Van Berkom & Associates
Quebec, Canada
-$10.8M
5
NFA
Nationwide Fund Advisors
Ohio
-$7.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
EBIM
51
Eagle Boston Investment Management
Massachusetts
$8.11M +$589K +10,181 +9%
SEI Investments
52
SEI Investments
Pennsylvania
$7.39M +$1.14M +19,628 +21%
GLA
53
Great Lakes Advisors
Illinois
$6.89M -$949K -16,401 -14%
AIG
54
American International Group
New York
$6.78M +$54K +933 +0.9%
TCIM
55
TIAA CREF Investment Management
New York
$6.77M -$576K -9,948 -9%
FQ
56
First Quadrant
California
$6.39M +$5.62M +97,152 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$5.64M -$85.3K -1,475 -2%
TA
58
Teachers Advisors
New York
$5.63M -$14.2K -246 -0.3%
Swiss National Bank
59
Swiss National Bank
Switzerland
$5.08M – – –
NI
60
Numeric Investors
Massachusetts
$5.02M +$2.54M +43,960 +136%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.9M +$26K +449 +0.6%
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.87M +$479K +8,271 +13%
Deutsche Bank
63
Deutsche Bank
Germany
$4.85M +$65.9K +1,139 +2%
Millennium Management
64
Millennium Management
New York
$4.77M +$737K +12,741 +21%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$4.72M – – –
Jacobs Levy Equity Management
66
Jacobs Levy Equity Management
New Jersey
$4.66M -$1.42M -24,482 -26%
UBS Group
67
UBS Group
Switzerland
$4.62M +$1.48M +25,654 +57%
Baird Financial Group
68
Baird Financial Group
Wisconsin
$4.52M +$61.5K +1,063 +2%
CIC
69
Crawford Investment Counsel
Georgia
$4.38M -$152K -2,635 -4%
D.E. Shaw & Co
70
D.E. Shaw & Co
New York
$4.25M -$554K -9,570 -13%
Citadel Advisors
71
Citadel Advisors
Florida
$4.23M -$1.93M -33,379 -34%
Neuberger Berman Group
72
Neuberger Berman Group
New York
$3.81M -$110K -1,900 -3%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$3.79M +$7.52K +130 +0.2%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$3.7M – – –
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$3.7M – – –
1 2
3
4 5

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.