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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$3.88M -$1.27M -35,195 -29%
Citigroup
52
Citigroup
New York
$3.84M +$2.33M +64,301 +326%
UBS AM
53
UBS AM
Illinois
$3.76M +$82.5K +2,277 +3%
Legal & General Group
54
Legal & General Group
United Kingdom
$3.54M -$129K -3,560 -4%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$3.43M +$44K +1,215 +2%
Renaissance Technologies
56
Renaissance Technologies
New York
$3.33M -$8.35M -230,400 -76%
Ameriprise
57
Ameriprise
Minnesota
$3.32M -$225K -6,208 -8%
Marshall Wace
58
Marshall Wace
United Kingdom
$3.27M +$2.6M +71,662 New
State of New Jersey Common Pension Fund D
59
State of New Jersey Common Pension Fund D
New Jersey
$3.15M -$40K -1,104 -2%
Baird Financial Group
60
Baird Financial Group
Wisconsin
$3M -$5.85M -161,540 -71%
First Trust Advisors
61
First Trust Advisors
Illinois
$2.95M +$2.34M +64,524 New
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$2.79M -$163K -4,500 -7%
EVM
63
Eaton Vance Management
Massachusetts
$2.72M
Retirement Systems of Alabama
64
Retirement Systems of Alabama
Alabama
$2.6M -$3.3K -91 -0.2%
AG
65
Aperio Group
California
$2.58M -$208K -5,736 -9%
State Board of Administration of Florida Retirement System
66
State Board of Administration of Florida Retirement System
Florida
$2.58M -$540K -14,899 -21%
CS
67
Credit Suisse
Switzerland
$2.53M +$580K +16,019 +41%
HighTower Advisors
68
HighTower Advisors
Illinois
$2.43M +$1.93M +53,287 New
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.42M -$161K -4,453 -8%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$2.29M
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$2.27M +$81.3K +2,245 +5%
CSS
72
Cubist Systematic Strategies
Connecticut
$2.26M +$1.8M +49,589 New
BE
73
Bonness Enterprises
District of Columbia
$2.21M -$348K -9,600 -17%
UCI
74
Uncommon Cents Investing
Wisconsin
$2.12M -$79.9K -2,205 -5%
Bank of America
75
Bank of America
North Carolina
$1.97M -$8.22K -227 -0.5%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.