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John Wiley & Sons Class A

235 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 76 increasing their positions, 102 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% more ownership

Funds ownership: 87.36%87.91% (+0.54%)

4% less funds holding

Funds holding: 246235 (-11)

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$100M)

25% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 102

33% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 30

Holders
235
Holders Change
-11
Holders Change %
-4.47%
% of All Funds
5.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
76
Reduced
102
Closed
30
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$4.76M -$102K -2,276 -2%
Two Sigma Investments
52
Two Sigma Investments
New York
$4.46M +$1.01M +22,727 +29%
First Trust Advisors
53
First Trust Advisors
Illinois
$4.33M -$784K -17,561 -15%
DIA
54
Dean Investment Associates
Ohio
$4.31M +$3.57K +80 +0.1%
KCM
55
Kennedy Capital Management
Missouri
$4.27M -$122K -2,730 -3%
JP Morgan Chase
56
JP Morgan Chase
New York
$4.23M -$4.72M -105,758 -52%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.81M +$111K +2,483 +3%
MSL
58
Mackay Shields LLC
New York
$3.77M +$3.83M +85,750 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$3.77M +$26.8K +600 +0.7%
AIG
60
American International Group
New York
$3.71M -$158K -3,541 -4%
FP
61
Foundry Partners
Minnesota
$3.45M -$1.73M -38,808 -33%
AAMU
62
Amundi Asset Management US
Massachusetts
$3.4M +$491K +11,000 +17%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$3.16M -$4.46K -100 -0.1%
Legal & General Group
64
Legal & General Group
United Kingdom
$3.07M +$343K +7,691 +12%
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$3.06M -$29.8K -668 -1%
UBS Group
66
UBS Group
Switzerland
$3.01M -$230K -5,152 -7%
Two Sigma Advisers
67
Two Sigma Advisers
New York
$2.97M +$103K +2,300 +4%
AllianceBernstein
68
AllianceBernstein
Tennessee
$2.93M -$106K -2,385 -3%
Barclays
69
Barclays
United Kingdom
$2.92M -$393K -8,805 -12%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.88M -$355K -7,966 -11%
SRAM
71
Stone Ridge Asset Management
New York
$2.88M -$290K -6,500 -9%
GC
72
Guggenheim Capital
Illinois
$2.69M -$31.8K -712 -1%
EVM
73
Eaton Vance Management
Massachusetts
$2.62M
State Board of Administration of Florida Retirement System
74
State Board of Administration of Florida Retirement System
Florida
$2.6M
UBS AM
75
UBS AM
Illinois
$2.6M +$308K +6,910 +13%

WLY Hedge Fund Activity: Q3 2019 in Review

235 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2019, worth a combined $1.83B — down 5.2% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of WLY and 20 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 76 added.

The largest buyer was Principal Financial Group, adding an estimated $31.9M. The largest seller was Franklin Resources, cutting an estimated $25.5M.

  • 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2019, down from 246 in Q2 2019.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q3 2019, down 5.2% quarter-over-quarter.
  • 20 funds opened new John Wiley & Sons Class A positions in Q3 2019 and 30 closed out, a net change of -10 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2019 was Principal Financial Group, an estimated $31.9M added.
  • The largest John Wiley & Sons Class A seller in Q3 2019 was Franklin Resources, an estimated $25.5M sold.

Based on aggregated 13F filings for Q3 2019.