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John Wiley & Sons Class A

251 hedge funds and large institutions have $2.61B invested in John Wiley & Sons Class A in 2014 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 82 increasing their positions, 95 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

5% more funds holding

Funds holding: 240251 (+11)

4% more capital invested

Capital invested by funds: $2.5B → $2.61B (+$107M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.78% less ownership

Funds ownership: 87.42%86.63% (-0.78%)

14% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 95

Holders
251
Holders Change
+11
Holders Change %
+4.58%
% of All Funds
7.21%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
26
Increased
82
Reduced
95
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Trust Advisors
76
First Trust Advisors
Illinois
$3.56M +$77.1K +1,356 +2%
N
77
Nuveen
North Carolina
$3.55M +$78K +1,372 +2%
CPS
78
Counsel Portfolio Services
Ontario, Canada
$3.48M
Retirement Systems of Alabama
79
Retirement Systems of Alabama
Alabama
$3.44M -$76.1K -1,339 -2%
PAM
80
Panagora Asset Management
Massachusetts
$3.41M -$230K -4,039 -7%
Millennium Management
81
Millennium Management
New York
$3.29M +$2.05M +35,994 +196%
Swiss National Bank
82
Swiss National Bank
Switzerland
$3.21M
HAIM
83
Hunter Associates Investment Management
Pennsylvania
$3.14M -$8.53K -150 -0.3%
BMO
84
Beck Mack & Oliver
New York
$3.12M -$103K -1,810 -3%
BCM
85
Buckhead Capital Management
Georgia
$3.01M -$3.03M -53,368 -52%
KFC
86
Klingenstein Fields & Co
New York
$2.98M -$725K -12,750 -21%
TPSF
87
Texas Permanent School Fund
Texas
$2.87M +$18.8K +330 +0.7%
BlackRock
88
BlackRock
New York
$2.84M -$1.76M -31,024 -40%
Susquehanna International Group
89
Susquehanna International Group
Pennsylvania
$2.72M +$236K +4,144 +10%
PCM
90
Piermont Capital Management
Missouri
$2.66M +$427K +7,507 +21%
AllianceBernstein
91
AllianceBernstein
Tennessee
$2.58M -$88.3K -1,553 -4%
RFC
92
Russell Frank Company
Washington
$2.44M +$841K +14,800 +58%
MLICM
93
Metropolitan Life Insurance Company (MetLife)
New York
$2.37M +$15K +264 +0.7%
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$2.37M -$34.6K -608 -2%
STC
95
SEI Trust Company
Pennsylvania
$2.34M -$11.4K -200 -0.5%
ERSOT
96
Employees Retirement System of Texas
Texas
$2.3M
GLA
97
Great Lakes Advisors
Illinois
$2.21M -$427K -7,518 -17%
MOACM
98
Mutual of America Capital Management
New York
$2.19M +$377K +6,635 +22%
TA
99
Teachers Advisors
New York
$2.15M +$28.9K +508 +1%
AA
100
Ancora Advisors
Ohio
$2.13M +$63.2K +1,112 +3%

WLY Hedge Fund Activity: Q2 2014 in Review

251 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2014, worth a combined $2.61B — up 4.3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 13 closed out — a net gain of 13 holders — while 82 added to existing stakes and 95 trimmed.

The largest buyer was State Street, adding an estimated $35.7M. The largest seller was Fidelity Investments, cutting an estimated $66M.

  • 251 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2014, up from 240 in Q1 2014.
  • Funds reported $2.61B of John Wiley & Sons Class A stock for Q2 2014, up 4.3% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q2 2014 and 13 closed out, a net change of +13 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2014 was State Street, an estimated $35.7M added.
  • The largest John Wiley & Sons Class A seller in Q2 2014 was Fidelity Investments, an estimated $66M sold.

Based on aggregated 13F filings for Q2 2014.