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John Wiley & Sons Class A

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235239 (+4)

1.15% less ownership

Funds ownership: 87.91%86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$5.03M -$216K -4,644 -4%
Millennium Management
52
Millennium Management
New York
$4.99M -$12.4M -265,787 -72%
California Public Employees Retirement System
53
California Public Employees Retirement System
California
$4.79M -$943K -20,293 -17%
DIA
54
Dean Investment Associates
Ohio
$4.74M -$19.3K -415 -0.4%
KCM
55
Kennedy Capital Management
Missouri
$4.58M -$121K -2,601 -3%
Swiss National Bank
56
Swiss National Bank
Switzerland
$4.18M +$18.6K +400 +0.5%
AIG
57
American International Group
New York
$4.1M -$1.77K -38 -0%
Baird Financial Group
58
Baird Financial Group
Wisconsin
$4.08M -$118K -2,538 -3%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$3.47M -$18.6K -400 -0.6%
Legal & General Group
60
Legal & General Group
United Kingdom
$3.42M +$21.9K +472 +0.7%
AllianceBernstein
61
AllianceBernstein
Tennessee
$3.34M +$102K +2,195 +3%
JP Morgan Chase
62
JP Morgan Chase
New York
$3.29M -$1.33M -28,560 -30%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$3.28M -$93.9K -2,019 -3%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$3.23M -$2.31M -49,720 -43%
BNP Paribas Financial Markets
65
BNP Paribas Financial Markets
France
$3.11M +$729K +15,672 +32%
UBS AM
66
UBS AM
Illinois
$3.01M +$129K +2,779 +5%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.99M -$188K -4,039 -6%
State Board of Administration of Florida Retirement System
68
State Board of Administration of Florida Retirement System
Florida
$2.97M +$89.3K +1,921 +3%
EVM
69
Eaton Vance Management
Massachusetts
$2.89M
PAM
70
Panagora Asset Management
Massachusetts
$2.77M +$2.42M +52,115 +1,038%
Retirement Systems of Alabama
71
Retirement Systems of Alabama
Alabama
$2.76M -$12.7K -274 -0.5%
SRAM
72
Stone Ridge Asset Management
New York
$2.47M -$679K -14,600 -22%
Janus Henderson Group
73
Janus Henderson Group
United Kingdom
$2.45M +$2.34M +50,413 New
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$2.42M -$177K -3,807 -7%
Two Sigma Investments
75
Two Sigma Investments
New York
$2.38M -$2.44M -52,472 -52%

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.