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John Wiley & Sons Class A

213 hedge funds and large institutions have $1.53B invested in John Wiley & Sons Class A in 2024 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 69 increasing their positions, 86 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $1.3B → $1.53B (+$224M)

7% more call options, than puts

Call options by funds: $933K | Put options by funds: $873K

1.86% less ownership

Funds ownership: 89.37%87.51% (-1.9%)

10% less funds holding

Funds holding: 236213 (-23)

20% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 86

41% less first-time investments, than exits

New positions opened: 32 | Existing positions closed: 54

Holders
213
Holders Change
-23
Holders Change %
-9.75%
% of All Funds
3.07%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
69
Reduced
86
Closed
54
Calls
$933K
Puts
$873K
Net Calls
+$60K
Net Calls Change
-$11.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Public Sector Pension Investment Board (PSP Investments)
51
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.3M -$58.9K -1,720 -2%
Bank of America
52
Bank of America
North Carolina
$2.99M +$1.65M +48,112 +159%
CS
53
Cannell & Spears
New York
$2.97M +$2.66M +77,853 New
American Century Companies
54
American Century Companies
Missouri
$2.92M +$479K +14,006 +22%
SOADOR
55
State of Alaska Department of Revenue
Alaska
$2.85M -$15.3K -446 -0.6%
UBS AM
56
UBS AM
Illinois
$2.54M +$113K +3,289 +5%
AIM
57
Access Investment Management
Georgia
$2.53M +$772K +22,570 +52%
Arrowstreet Capital
58
Arrowstreet Capital
Massachusetts
$2.4M -$795K -23,230 -27%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$2.38M -$206K -6,016 -9%
RA
60
Royce & Associates
New York
$2.29M +$622K +18,186 +43%
Barclays
61
Barclays
United Kingdom
$2.26M -$997K -29,140 -33%
Russell Investments Group
62
Russell Investments Group
United Kingdom
$2.23M +$540K +15,779 +37%
Voloridge Investment Management
63
Voloridge Investment Management
Florida
$2.14M -$4.66M -136,173 -71%
CS
64
Credit Suisse
Switzerland
$2.11M +$125K +3,639 +7%
SGM
65
Scalar Gauge Management
Texas
$2.1M -$663K -19,384 -26%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$2.09M -$205K -6,000 -10%
Wells Fargo
67
Wells Fargo
California
$1.96M +$107K +3,127 +6%
Allianz Asset Management
68
Allianz Asset Management
Germany
$1.94M +$233K +6,796 +15%
Marshall Wace
69
Marshall Wace
United Kingdom
$1.92M -$10.6M -309,935 -86%
Canada Life
70
Canada Life
Manitoba, Canada
$1.86M +$115K +3,354 +7%
Prudential Financial
71
Prudential Financial
New Jersey
$1.85M +$5.13K +150 +0.3%
BE
72
Bonness Enterprises
District of Columbia
$1.85M
GD
73
Grandfield & Dodd
New York
$1.82M -$342K -9,981 -17%
UBS Group
74
UBS Group
Switzerland
$1.68M +$1.12M +32,656 +289%
AllianceBernstein
75
AllianceBernstein
Tennessee
$1.65M -$413K -12,070 -22%

WLY Hedge Fund Activity: Q1 2024 in Review

213 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2024, worth a combined $1.53B — up 17% from $1.3B a quarter earlier.

Sellers outnumbered buyers: 54 funds closed out of WLY and 32 opened new positions — a net loss of 22 holders — while 86 trimmed existing stakes and 69 added.

The largest buyer was Madison Avenue Partners, opening a new position worth an estimated $46.8M. The largest seller was State Street, cutting an estimated $29.7M.

  • 213 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2024, down from 236 in Q4 2023.
  • Funds reported $1.53B of John Wiley & Sons Class A stock for Q1 2024, up 17% quarter-over-quarter.
  • 32 funds opened new John Wiley & Sons Class A positions in Q1 2024 and 54 closed out, a net change of -22 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2024 was Madison Avenue Partners, an estimated $46.8M added.
  • The largest John Wiley & Sons Class A seller in Q1 2024 was State Street, an estimated $29.7M sold.

Based on aggregated 13F filings for Q1 2024.