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John Wiley & Sons Class A

225 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2020 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 91 increasing their positions, 68 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 68

0.2% less ownership

Funds ownership: 86.76%86.56% (-0.2%)

6% less funds holding

Funds holding: 239225 (-14)

23% less capital invested

Capital invested by funds: $1.98B → $1.53B (-$454M)

26% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 47

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
-14
Holders Change %
-5.86%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
35
Increased
91
Reduced
68
Closed
47
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$3.68M -$3.34M -79,747 -45%
AAMU
52
Amundi Asset Management US
Massachusetts
$3.6M +$1.12M +26,619 +25%
Victory Capital Management
53
Victory Capital Management
Texas
$3.4M +$2.24M +53,299 +142%
Swiss National Bank
54
Swiss National Bank
Switzerland
$3.27M +$41.9K +1,000 +1%
AIG
55
American International Group
New York
$3.2M +$36.7K +874 +1%
DIA
56
Dean Investment Associates
Ohio
$3.13M -$587K -13,985 -14%
Baird Financial Group
57
Baird Financial Group
Wisconsin
$3.11M -$47.9K -1,141 -1%
MWNA
58
Marshall Wace North America
New York
$3.02M +$3.38M +80,472 New
Man Group
59
Man Group
United Kingdom
$2.97M -$7.29M -173,870 -69%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$2.91M +$570K +13,601 +21%
First Trust Advisors
61
First Trust Advisors
Illinois
$2.91M -$1.16M -27,753 -26%
Legal & General Group
62
Legal & General Group
United Kingdom
$2.78M +$152K +3,620 +5%
California State Teachers Retirement System (CalSTRS)
63
California State Teachers Retirement System (CalSTRS)
California
$2.72M +$215K +5,131 +8%
State Board of Administration of Florida Retirement System
64
State Board of Administration of Florida Retirement System
Florida
$2.65M +$399K +9,506 +16%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$2.62M -$67.1K -1,600 -2%
UBS AM
66
UBS AM
Illinois
$2.58M +$286K +6,824 +11%
Invesco
67
Invesco
Georgia
$2.51M -$3.67M -87,556 -57%
Ensign Peak Advisors
68
Ensign Peak Advisors
Utah
$2.5M -$4.72M -112,531 -63%
AllianceBernstein
69
AllianceBernstein
Tennessee
$2.46M -$140K -3,330 -5%
Manulife (Manufacturers Life Insurance)
70
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.36M +$53.1K +1,265 +2%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$2.29M +$470K +11,201 +22%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$2.29M
Morgan Stanley
73
Morgan Stanley
New York
$2.25M +$734K +17,490 +41%
EVM
74
Eaton Vance Management
Massachusetts
$2.23M
Retirement Systems of Alabama
75
Retirement Systems of Alabama
Alabama
$2.14M

WLY Hedge Fund Activity: Q1 2020 in Review

225 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2020, worth a combined $1.53B — down 23% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of WLY and 35 opened new positions — a net loss of 12 holders — while 68 trimmed existing stakes and 91 added.

The largest buyer was Clarkston Capital Partners, adding an estimated $21.7M. The largest seller was Fuller & Thaler Asset Management, cutting an estimated $29.9M.

  • 225 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2020, down from 239 in Q4 2019.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2020, down 23% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q1 2020 and 47 closed out, a net change of -12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2020 was Clarkston Capital Partners, an estimated $21.7M added.
  • The largest John Wiley & Sons Class A seller in Q1 2020 was Fuller & Thaler Asset Management, an estimated $29.9M sold.

Based on aggregated 13F filings for Q1 2020.