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John Wiley & Sons Class A

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4%86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
89
Reduced
82
Closed
44
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$4.62M -$18.5M -376,363 -78%
PPA
52
Parametric Portfolio Associates
Washington
$4.54M -$1.47M -29,891 -23%
GEM
53
Global Endowment Management
North Carolina
$4.27M +$4.74M +96,600 New
First Trust Advisors
54
First Trust Advisors
Illinois
$4.09M +$189K +3,858 +4%
AIG
55
American International Group
New York
$3.99M -$96.9K -1,975 -2%
Swiss National Bank
56
Swiss National Bank
Switzerland
$3.71M +$123K +2,500 +3%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.54M +$185K +3,771 +5%
Russell Investments Group
58
Russell Investments Group
United Kingdom
$3.5M +$496K +10,115 +14%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$3.47M
SRAM
60
Stone Ridge Asset Management
New York
$3.44M +$536K +10,928 +16%
AllianceBernstein
61
AllianceBernstein
Tennessee
$3.33M -$283K -5,760 -7%
Barclays
62
Barclays
United Kingdom
$3.29M -$613K -12,492 -14%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.28M -$104K -2,116 -3%
CIC
64
Crawford Investment Counsel
Georgia
$3.25M +$573K +11,674 +19%
Two Sigma Advisers
65
Two Sigma Advisers
New York
$3.22M -$9.81K -200 -0.3%
TA
66
Teachers Advisors
New York
$3.21M +$587K +11,969 +20%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$3.1M -$80K -1,632 -2%
N
68
Natixis
France
$3.09M +$3.48M +70,952 New
D.E. Shaw & Co
69
D.E. Shaw & Co
New York
$2.96M -$436K -8,897 -12%
TCIM
70
TIAA CREF Investment Management
New York
$2.85M -$306K -6,247 -9%
GC
71
Guggenheim Capital
Illinois
$2.82M +$1.79M +36,533 +134%
Legal & General Group
72
Legal & General Group
United Kingdom
$2.73M -$6.18K -126 -0.2%
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$2.6M +$11.3K +230 +0.4%
UBS AM
74
UBS AM
Illinois
$2.57M +$396K +8,070 +16%
State Board of Administration of Florida Retirement System
75
State Board of Administration of Florida Retirement System
Florida
$2.54M -$981 -20 -0%

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.