We are live on ! Find out more
WLY icon

John Wiley & Sons Class A

229 hedge funds and large institutions have $1.57B invested in John Wiley & Sons Class A in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 103 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

41% more repeat investments, than reductions

Existing positions increased: 103 | Existing positions reduced: 73

3% more funds holding

Funds holding: 222229 (+7)

1% less capital invested

Capital invested by funds: $1.58B → $1.57B (-$8.62M)

3.24% less ownership

Funds ownership: 90.43%87.19% (-3.2%)

80% less call options, than puts

Call options by funds: $119K | Put options by funds: $581K

Holders
229
Holders Change
+7
Holders Change %
+3.15%
% of All Funds
3.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
24
Increased
103
Reduced
73
Closed
16
Calls
$119K
Puts
$581K
Net Calls
-$462K
Net Calls Change
-$350K
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
51
Clean Yield Group
Vermont
$2.84M +$909K +21,321 +41%
New York State Teachers Retirement System (NYSTRS)
52
New York State Teachers Retirement System (NYSTRS)
New York
$2.81M +$156K +3,670 +5%
MYAM
53
Meiji Yasuda Asset Management
Japan
$2.69M +$23.4K +550 +0.8%
Legal & General Group
54
Legal & General Group
United Kingdom
$2.57M -$4.39K -103 -0.2%
UBS AM
55
UBS AM
Illinois
$2.5M +$85.8K +2,014 +3%
Millennium Management
56
Millennium Management
New York
$2.38M +$1.82M +42,675 +228%
First Trust Advisors
57
First Trust Advisors
Illinois
$2.36M +$400K +9,397 +18%
Retirement Systems of Alabama
58
Retirement Systems of Alabama
Alabama
$2.17M -$28.2K -662 -1%
SOADOR
59
State of Alaska Department of Revenue
Alaska
$2.13M -$4.69K -110 -0.2%
California State Teachers Retirement System (CalSTRS)
60
California State Teachers Retirement System (CalSTRS)
California
$2.13M -$32.5K -763 -1%
CS
61
Credit Suisse
Switzerland
$2.11M +$94K +2,207 +4%
CS
62
Candriam SCA
Luxembourg
$2.1M +$800K +18,764 +47%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$2.04M +$230K +5,396 +11%
AQR Capital Management
64
AQR Capital Management
Connecticut
$2.03M -$273K -6,417 -11%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.9M -$61.7K -1,449 -3%
Tudor Investment Corp
66
Tudor Investment Corp
Connecticut
$1.89M +$226K +5,301 +12%
MIM
67
MetLife Investment Management
New Jersey
$1.88M -$33.4K -784 -2%
BE
68
Bonness Enterprises
District of Columbia
$1.88M
Bank of America
69
Bank of America
North Carolina
$1.75M +$198K +4,635 +11%
Renaissance Technologies
70
Renaissance Technologies
New York
$1.73M -$2.96M -69,400 -61%
State of Tennessee, Department of Treasury
71
State of Tennessee, Department of Treasury
Tennessee
$1.64M -$117K -2,756 -6%
MC
72
Martin & Co
Tennessee
$1.62M -$8.48K -199 -0.5%
Barclays
73
Barclays
United Kingdom
$1.61M +$503K +11,802 +40%
UCI
74
Uncommon Cents Investing
Wisconsin
$1.57M -$3.83K -90 -0.2%
CSC
75
Caldwell Sutter Capital
California
$1.53M +$217K +5,100 +15%

WLY Hedge Fund Activity: Q1 2023 in Review

229 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2023, worth a combined $1.57B — down 0.54% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new WLY positions and 16 closed out — a net gain of 8 holders — while 103 added to existing stakes and 73 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $8.59M. The largest seller was State Street, cutting an estimated $17.6M.

  • 229 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2023, up from 222 in Q4 2022.
  • Funds reported $1.57B of John Wiley & Sons Class A stock for Q1 2023, down 0.54% quarter-over-quarter.
  • 24 funds opened new John Wiley & Sons Class A positions in Q1 2023 and 16 closed out, a net change of +8 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2023 was Citadel Advisors, an estimated $8.59M added.
  • The largest John Wiley & Sons Class A seller in Q1 2023 was State Street, an estimated $17.6M sold.

Based on aggregated 13F filings for Q1 2023.