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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$7.2M -$2.81M -45,241 -28%
SEI Investments
52
SEI Investments
Pennsylvania
$6.98M +$499K +8,027 +8%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$6.78M +$230K +3,694 +3%
WC
54
Walthausen & Co
New York
$6.34M +$6.51M +104,690 New
ACB
55
Aristotle Capital Boston
Massachusetts
$5.83M +$593K +9,523 +11%
Renaissance Technologies
56
Renaissance Technologies
New York
$5.61M -$1.58M -25,405 -22%
AIG
57
American International Group
New York
$5.6M +$133K +2,144 +2%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$5.29M -$98.9K -1,589 -2%
First Trust Advisors
59
First Trust Advisors
Illinois
$5.25M -$940K -15,105 -15%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$5.04M -$22.6K -363 -0.4%
Barclays
61
Barclays
United Kingdom
$4.86M +$1.83M +29,371 +58%
Swiss National Bank
62
Swiss National Bank
Switzerland
$4.81M
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.58M +$245K +3,943 +6%
Deutsche Bank
64
Deutsche Bank
Germany
$4.51M -$9.07M -145,802 -66%
EBIM
65
Eagle Boston Investment Management
Massachusetts
$4.44M +$6.97K +112 +0.2%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$4.42M +$256K +4,110 +6%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$4.38M +$4.6K +74 +0.1%
D.E. Shaw & Co
68
D.E. Shaw & Co
New York
$4.36M -$3.01M -48,372 -40%
Asset Management One
69
Asset Management One
Japan
$4.35M -$533K -8,564 -11%
Bank of Montreal
70
Bank of Montreal
Ontario, Canada
$4.24M -$8.65K -139 -0.2%
SG Americas Securities
71
SG Americas Securities
New York
$4.11M +$2.76M +44,319 +189%
TCIM
72
TIAA CREF Investment Management
New York
$4.07M -$519K -8,336 -11%
CS
73
Credit Suisse
Switzerland
$4.03M +$651K +10,461 +19%
Two Sigma Advisers
74
Two Sigma Advisers
New York
$3.78M +$772K +12,400 +25%
CIC
75
Crawford Investment Counsel
Georgia
$3.72M -$320K -5,150 -8%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.