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John Wiley & Sons Class A

237 hedge funds and large institutions have $2.25B invested in John Wiley & Sons Class A in 2021 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 70 increasing their positions, 95 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 28

20% more capital invested

Capital invested by funds: $1.88B → $2.25B (+$374M)

5% more funds holding

Funds holding: 226237 (+11)

1.24% more ownership

Funds ownership: 87.56%88.79% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

26% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 95

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $591K

Holders
237
Holders Change
+11
Holders Change %
+4.87%
% of All Funds
4.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
40
Increased
70
Reduced
95
Closed
28
Calls
Puts
$591K
Net Calls
-$591K
Net Calls Change
-$112K
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
51
William Blair Investment Management
Illinois
$5.39M -$622K -12,237 -11%
Barclays
52
Barclays
United Kingdom
$5.31M -$1.32M -25,949 -21%
MPAM
53
Monarch Partners Asset Management
Massachusetts
$5.18M +$4.86M +95,615 New
Skandinaviska Enskilda Banken (SEB)
54
Skandinaviska Enskilda Banken (SEB)
Sweden
$5.03M +$3M +59,000 +175%
ECM
55
ExodusPoint Capital Management
New York
$4.49M +$4.21M +82,774 New
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$4.45M -$757K -14,891 -15%
Bank of America
57
Bank of America
North Carolina
$4.28M +$1.82M +35,799 +83%
UBS AM
58
UBS AM
Illinois
$4.28M -$176K -3,466 -4%
Legal & General Group
59
Legal & General Group
United Kingdom
$4.25M +$48.3K +949 +1%
AllianceBernstein
60
AllianceBernstein
Tennessee
$4.13M -$862K -16,943 -18%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.06M -$5.7K -112 -0.1%
Ameriprise
62
Ameriprise
Minnesota
$3.8M -$128K -2,522 -3%
E
63
Ergoteles
New York
$3.46M +$3.25M +63,888 New
EVM
64
Eaton Vance Management
Massachusetts
$3.25M +$18.9K +372 +0.6%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$3.14M -$163K -3,200 -5%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$3.08M -$2.44K -48 -0.1%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$3.06M
Jane Street
68
Jane Street
New York
$2.96M +$2.78M +54,676 New
Citigroup
69
Citigroup
New York
$2.94M -$1.52M -29,790 -35%
CSS
70
Cubist Systematic Strategies
Connecticut
$2.8M +$105K +2,061 +4%
CS
71
Credit Suisse
Switzerland
$2.76M -$228K -4,491 -8%
Manulife (Manufacturers Life Insurance)
72
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.66M -$197K -3,877 -7%
AQR Capital Management
73
AQR Capital Management
Connecticut
$2.65M -$1.84M -36,146 -42%
BE
74
Bonness Enterprises
District of Columbia
$2.62M
State of New Jersey Common Pension Fund D
75
State of New Jersey Common Pension Fund D
New Jersey
$2.53M -$1.14M -22,317 -32%

WLY Hedge Fund Activity: Q1 2021 in Review

237 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2021, worth a combined $2.25B — up 20% from $1.88B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new WLY positions and 28 closed out — a net gain of 12 holders — while 70 added to existing stakes and 95 trimmed.

The largest buyer was Cardinal Capital Management LLC (Connecticut), opening a new position worth an estimated $73.9M. The largest seller was VanEck Associates, cutting an estimated $57.9M.

  • 237 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2021, up from 226 in Q4 2020.
  • Funds reported $2.25B of John Wiley & Sons Class A stock for Q1 2021, up 20% quarter-over-quarter.
  • 40 funds opened new John Wiley & Sons Class A positions in Q1 2021 and 28 closed out, a net change of +12 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2021 was Cardinal Capital Management LLC (Connecticut), an estimated $73.9M added.
  • The largest John Wiley & Sons Class A seller in Q1 2021 was VanEck Associates, an estimated $57.9M sold.

Based on aggregated 13F filings for Q1 2021.