We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

246 hedge funds and large institutions have $2.32B invested in John Wiley & Sons Class A in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

7% more capital invested

Capital invested by funds: $2.18B → $2.32B (+$147M)

6% more funds holding

Funds holding: 231246 (+15)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

2.21% less ownership

Funds ownership: 88.99%86.78% (-2.2%)

Holders
246
Holders Change
+15
Holders Change %
+6.49%
% of All Funds
3.79%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
79
Reduced
86
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
E
51
Ergoteles
New York
$5.3M +$5M +92,527 New
Allianz Asset Management
52
Allianz Asset Management
Germany
$4.94M +$1.81M +33,411 +63%
Legal & General Group
53
Legal & General Group
United Kingdom
$3.83M +$9.24K +171 +0.3%
New York State Teachers Retirement System (NYSTRS)
54
New York State Teachers Retirement System (NYSTRS)
New York
$3.81M +$263K +4,868 +8%
UBS AM
55
UBS AM
Illinois
$3.75M +$82.4K +1,524 +2%
Bank of America
56
Bank of America
North Carolina
$3.68M +$551K +10,183 +19%
Barclays
57
Barclays
United Kingdom
$3.61M +$695K +12,848 +26%
HF
58
HRT Financial
New York
$3.61M +$3.41M +63,067 New
EVM
59
Eaton Vance Management
Massachusetts
$3.6M +$83.6K +1,546 +3%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$3.49M +$65.4K +1,210 +2%
Retirement Systems of Alabama
61
Retirement Systems of Alabama
Alabama
$3.27M +$36.4K +673 +1%
State of New Jersey Common Pension Fund D
62
State of New Jersey Common Pension Fund D
New Jersey
$2.98M +$293K +5,411 +12%
BE
63
Bonness Enterprises
District of Columbia
$2.77M
First Trust Advisors
64
First Trust Advisors
Illinois
$2.72M +$276K +5,110 +12%
Squarepoint
65
Squarepoint
New York
$2.67M +$2.52M +46,585 New
CS
66
Credit Suisse
Switzerland
$2.57M -$92.6K -1,713 -4%
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$2.53M +$2.39M +44,171 New
UCI
68
Uncommon Cents Investing
Wisconsin
$2.48M -$20.8K -385 -0.9%
State of Tennessee, Department of Treasury
69
State of Tennessee, Department of Treasury
Tennessee
$2.39M
Citadel Advisors
70
Citadel Advisors
Florida
$2.35M +$263K +4,872 +13%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$2.26M -$57.4K -1,061 -3%
MOACM
72
Mutual of America Capital Management
New York
$2.23M +$31.3K +579 +2%
VIA
73
Vident Investment Advisory
Georgia
$2.16M +$63.2K +1,169 +3%
MIM
74
MetLife Investment Management
New Jersey
$2.09M +$10.5K +195 +0.5%
MC
75
Martin & Co
Tennessee
$2.08M -$86.7K -1,604 -4%

WLY Hedge Fund Activity: Q4 2021 in Review

246 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2021, worth a combined $2.32B — up 6.7% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WLY positions and 26 closed out — a net gain of 19 holders — while 79 added to existing stakes and 86 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $20.9M. The largest seller was State Street, cutting an estimated $67.4M.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2021, up from 231 in Q3 2021.
  • Funds reported $2.32B of John Wiley & Sons Class A stock for Q4 2021, up 6.7% quarter-over-quarter.
  • 45 funds opened new John Wiley & Sons Class A positions in Q4 2021 and 26 closed out, a net change of +19 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2021 was JP Morgan Chase, an estimated $20.9M added.
  • The largest John Wiley & Sons Class A seller in Q4 2021 was State Street, an estimated $67.4M sold.

Based on aggregated 13F filings for Q4 2021.