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John Wiley & Sons Class A
WLY

241 hedge funds and large institutions have $1.59B invested in John Wiley & Sons Class A in 2024 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 73 increasing their positions, 91 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

194% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 16

34% more call options, than puts

Call options by funds: $541K | Put options by funds: $403K

13% more funds holding

Funds holding: 213 → 241 (+28)

4% more capital invested

Capital invested by funds: $1.53B → $1.59B (+$66.3M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.41% less ownership

Funds ownership: 87.51% → 86.1% (-1.4%)

20% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 91

Holders
241
Holders Change
+28
Holders Change %
+13.15%
% of All Funds
3.48%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
47
Increased
73
Reduced
91
Closed
16
Calls
$541K
Puts
$403K
Net Calls
+$138K
Net Calls Change
+$78K

Top Buyers

Rank Fund Capital Flow
1
MAP
Madison Avenue Partners
New York
+$10M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.36M
3
Goldman Sachs
Goldman Sachs
New York
+$3.6M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.46M
5
EAM
Eagle Asset Management
Florida
+$3.23M

Top Sellers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
-$26.9M
2
BlackRock
BlackRock
New York
-$12.4M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$7.26M
4
JP Morgan Chase
JP Morgan Chase
New York
-$4.41M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$3.85M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
51
American Century Companies
Missouri
$3.15M +$39.5K +1,038 +1%
UBS Group
52
UBS Group
Switzerland
$3.14M +$1.26M +33,100 +75%
Allianz Asset Management
53
Allianz Asset Management
Germany
$3.04M +$911K +23,908 +47%
SOADOR
54
State of Alaska Department of Revenue
Alaska
$3M -$38.1K -1,001 -1%
CS
55
Cannell & Spears
New York
$2.99M -$168K -4,407 -6%
Jane Street
56
Jane Street
New York
$2.81M +$2.18M +57,087 +473%
Wells Fargo
57
Wells Fargo
California
$2.81M +$672K +17,631 +34%
AIM
58
Access Investment Management
Georgia
$2.72M +$18.3K +480 +0.7%
New York State Teachers Retirement System (NYSTRS)
59
New York State Teachers Retirement System (NYSTRS)
New York
$2.49M -$49.5K -1,300 -2%
KCM
60
Kendall Capital Management
Maryland
$2.45M +$695K +18,237 +43%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$2.33M -$3.19M -83,854 -59%
Canada Life
62
Canada Life
Manitoba, Canada
$2.3M +$286K +7,500 +15%
SGM
63
Scalar Gauge Management
Texas
$2.24M – – –
TI
64
Trexquant Investment
Connecticut
$2.23M +$2.08M +54,689 New
AC
65
Arjuna Capital
North Carolina
$2.21M +$1.41M +37,019 +213%
Balyasny Asset Management
66
Balyasny Asset Management
Illinois
$2.1M -$119K -3,126 -6%
AG
67
Algert Global
California
$1.92M +$761K +19,964 +73%
RA
68
Royce & Associates
New York
$1.92M -$495K -12,990 -22%
Russell Investments Group
69
Russell Investments Group
United Kingdom
$1.91M -$447K -11,719 -20%
Prudential Financial
70
Prudential Financial
New Jersey
$1.89M -$78.3K -2,055 -4%
FSCM
71
First Sabrepoint Capital Management
Texas
$1.74M +$1.63M +42,775 New
California State Teachers Retirement System (CalSTRS)
72
California State Teachers Retirement System (CalSTRS)
California
$1.7M -$36.8K -967 -2%
AllianceBernstein
73
AllianceBernstein
Tennessee
$1.61M -$138K -3,631 -8%
MC
74
Martin & Co
Tennessee
$1.59M -$40.2K -1,054 -3%
UCI
75
Uncommon Cents Investing
Wisconsin
$1.54M -$2.1K -55 -0.1%
1 2
3
4 5

WLY Hedge Fund Activity: Q2 2024 in Review

241 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2024, worth a combined $1.59B — up 4.3% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 16 closed out — a net gain of 31 holders — while 73 added to existing stakes and 91 trimmed.

The largest buyer was Madison Avenue Partners, adding an estimated $10M. The largest seller was Clarkston Capital Partners, cutting an estimated $26.9M.

  • 241 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2024, up from 213 in Q1 2024.
  • Funds reported $1.59B of John Wiley & Sons Class A stock for Q2 2024, up 4.3% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q2 2024 and 16 closed out, a net change of +31 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2024 was Madison Avenue Partners, an estimated $10M added.
  • The largest John Wiley & Sons Class A seller in Q2 2024 was Clarkston Capital Partners, an estimated $26.9M sold.

Based on aggregated 13F filings for Q2 2024.