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John Wiley & Sons Class A

222 hedge funds and large institutions have $1.58B invested in John Wiley & Sons Class A in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 80 increasing their positions, 93 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.49% more ownership

Funds ownership: 87.94%90.43% (+2.5%)

3% more capital invested

Capital invested by funds: $1.54B → $1.58B (+$39.9M)

0% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 18

3% less funds holding

Funds holding: 228222 (-6)

14% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 93

82% less call options, than puts

Call options by funds: $24K | Put options by funds: $136K

Holders
222
Holders Change
-6
Holders Change %
-2.63%
% of All Funds
3.57%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
80
Reduced
93
Closed
18
Calls
$24K
Puts
$136K
Net Calls
-$112K
Net Calls Change
-$119K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$2.5M +$371K +8,869 +17%
AQR Capital Management
52
AQR Capital Management
Connecticut
$2.33M +$341K +8,141 +16%
Retirement Systems of Alabama
53
Retirement Systems of Alabama
Alabama
$2.27M +$13.6K +326 +0.6%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$2.23M +$24.4K +583 +1%
SOADOR
55
State of Alaska Department of Revenue
Alaska
$2.21M -$2.09K -50 -0.1%
CS
56
Credit Suisse
Switzerland
$2.09M +$424K +10,121 +24%
CYG
57
Clean Yield Group
Vermont
$2.08M +$1.87M +44,592 +599%
First Trust Advisors
58
First Trust Advisors
Illinois
$2.07M +$310K +7,401 +17%
Manulife (Manufacturers Life Insurance)
59
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.02M -$7.37K -176 -0.3%
MIM
60
MetLife Investment Management
New Jersey
$1.97M -$23.9K -572 -1%
BE
61
Bonness Enterprises
District of Columbia
$1.94M
CC
62
Clearline Capital
New York
$1.9M +$1.98M +47,339 New
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$1.89M
State of Tennessee, Department of Treasury
64
State of Tennessee, Department of Treasury
Tennessee
$1.8M
Tudor Investment Corp
65
Tudor Investment Corp
Connecticut
$1.74M -$330K -7,895 -15%
MC
66
Martin & Co
Tennessee
$1.68M +$48.3K +1,154 +3%
American Century Companies
67
American Century Companies
Missouri
$1.68M +$587K +14,020 +50%
UCI
68
Uncommon Cents Investing
Wisconsin
$1.63M -$31.6K -755 -2%
Bank of America
69
Bank of America
North Carolina
$1.62M +$355K +8,488 +26%
CS
70
Candriam SCA
Luxembourg
$1.61M -$699K -16,691 -29%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$1.57M +$3.35K +80 +0.2%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$1.51M +$18.3K +438 +1%
AA
73
ALPS Advisors
Colorado
$1.42M -$118K -2,829 -7%
MOACM
74
Mutual of America Capital Management
New York
$1.41M +$31K +740 +2%
Canada Life
75
Canada Life
Manitoba, Canada
$1.4M +$204K +4,880 +16%

WLY Hedge Fund Activity: Q4 2022 in Review

222 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2022, worth a combined $1.58B — up 2.6% from $1.54B a quarter earlier.

Fund positioning in WLY was balanced in Q4 2022: 18 funds opened new positions, 18 closed out, 80 added to existing stakes and 93 trimmed.

The largest buyer was Gagnon Securities, adding an estimated $59.5M. The largest seller was Janus Henderson Group, cutting an estimated $21.5M.

  • 222 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2022, down from 228 in Q3 2022.
  • Funds reported $1.58B of John Wiley & Sons Class A stock for Q4 2022, up 2.6% quarter-over-quarter.
  • 18 funds opened new John Wiley & Sons Class A positions in Q4 2022 and 18 closed out, a net change of 0 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2022 was Gagnon Securities, an estimated $59.5M added.
  • The largest John Wiley & Sons Class A seller in Q4 2022 was Janus Henderson Group, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.