John Wiley & Sons Class A
236 hedge funds and large institutions have $2B invested in John Wiley & Sons Class A in 2013 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 83 increasing their positions, 87 reducing their positions, and 27 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
17% more capital invested
Capital invested by funds: $1.7B → $2B (+$297M)
0% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 27
0.31% less ownership
Funds ownership: 85.97% → 85.66% (-0.31%)
0% less funds holding
Funds holding: 237 → 236 (-1)
5% less repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 87
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$20.6M |
| 2 |
Bank of New York Mellon
New York
|
+$18.5M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$16.3M |
| 4 |
RA
Royce & Associates
New York
|
+$12.5M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$7.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$49.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$11.7M |
| 3 |
KFC
Klingenstein Fields & Co
New York
|
-$11.5M |
| 4 |
EBIM
Eagle Boston Investment Management
Boston,
Massachusetts
|
-$11.4M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$11.1M |
WLY Hedge Fund Activity: Q3 2013 in Review
236 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2013, worth a combined $2B — up 17% from $1.7B a quarter earlier.
Fund positioning in WLY was balanced in Q3 2013: 27 funds opened new positions, 27 closed out, 83 added to existing stakes and 87 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $20.6M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $49.7M.
- 236 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2013, down from 237 in Q2 2013.
- Funds reported $2B of John Wiley & Sons Class A stock for Q3 2013, up 17% quarter-over-quarter.
- 27 funds opened new John Wiley & Sons Class A positions in Q3 2013 and 27 closed out, a net change of 0 holders.
- The largest John Wiley & Sons Class A buyer in Q3 2013 was Capital Research Global Investors, an estimated $20.6M added.
- The largest John Wiley & Sons Class A seller in Q3 2013 was Kayne Anderson Rudnick Investment Management, an estimated $49.7M sold.
Based on aggregated 13F filings for Q3 2013.