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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AllianceBernstein
51
AllianceBernstein
Tennessee
$2.81M -$326K -9,626 -10%
Legal & General Group
52
Legal & General Group
United Kingdom
$2.57M +$27.5K +812 +1%
UBS AM
53
UBS AM
Illinois
$2.54M +$32.9K +971 +1%
AIG
54
American International Group
New York
$2.54M -$55.4K -1,635 -2%
Ameriprise
55
Ameriprise
Minnesota
$2.5M -$298K -8,790 -10%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$2.34M +$43K +1,269 +2%
Carson Wealth (CWM LLC)
57
Carson Wealth (CWM LLC)
Nebraska
$2.29M
State Board of Administration of Florida Retirement System
58
State Board of Administration of Florida Retirement System
Florida
$2.26M
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$2.22M +$573K +16,907 +32%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$2.08M -$142K -4,200 -6%
AG
61
Aperio Group
California
$1.97M -$4.6M -135,597 -69%
EVM
62
Eaton Vance Management
Massachusetts
$1.89M
Barclays
63
Barclays
United Kingdom
$1.85M +$728K +21,483 +58%
BE
64
Bonness Enterprises
District of Columbia
$1.84M +$1.46M +43,000 +287%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.82M -$46.1K -1,360 -2%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$1.81M -$1.08K -32 -0.1%
PF
67
Phoenix Financial
Israel
$1.76M +$122K +3,598 +6%
UCI
68
Uncommon Cents Investing
Wisconsin
$1.54M -$187K -5,510 -10%
Holocene Advisors
69
Holocene Advisors
New York
$1.53M +$222K +6,538 +16%
State of Tennessee, Department of Treasury
70
State of Tennessee, Department of Treasury
Tennessee
$1.5M
Voloridge Investment Management
71
Voloridge Investment Management
Florida
$1.4M +$1.49M +44,075 New
Bank of America
72
Bank of America
North Carolina
$1.38M -$690K -20,353 -32%
PAM
73
Panagora Asset Management
Massachusetts
$1.37M +$949K +27,989 +184%
Janus Henderson Group
74
Janus Henderson Group
United Kingdom
$1.33M -$3.02K -89 -0.2%
MOACM
75
Mutual of America Capital Management
New York
$1.3M -$2.54K -75 -0.2%

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.