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John Wiley & Sons Class A

246 hedge funds and large institutions have $2.17B invested in John Wiley & Sons Class A in 2016 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 93 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 18

26% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 74

9% more capital invested

Capital invested by funds: $1.98B → $2.17B (+$186M)

6% more funds holding

Funds holding: 232246 (+14)

1.46% more ownership

Funds ownership: 84.71%86.17% (+1.5%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
246
Holders Change
+14
Holders Change %
+6.03%
% of All Funds
6.56%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
35
Increased
93
Reduced
74
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
76
Renaissance Technologies
New York
$3.04M +$318K +6,300 +12%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$2.94M
HAIM
78
Hunter Associates Investment Management
Pennsylvania
$2.75M +$45.4K +900 +2%
UBS Group
79
UBS Group
Switzerland
$2.74M -$90.7K -1,797 -3%
CPS
80
Counsel Portfolio Services
Ontario, Canada
$2.7M
MOACM
81
Mutual of America Capital Management
New York
$2.65M +$239K +4,725 +10%
Thrivent Financial for Lutherans
82
Thrivent Financial for Lutherans
Minnesota
$2.5M +$2.1M +41,610 +657%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$2.44M -$21.4K -424 -0.9%
ProShare Advisors
84
ProShare Advisors
Maryland
$2.39M +$1.27M +25,177 +122%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$2.36M +$62.5K +1,238 +3%
TA
86
Teachers Advisors
New York
$2.29M +$75.3K +1,491 +4%
PPA
87
Parametric Portfolio Associates
Washington
$2.29M +$421K +8,334 +23%
Jacobs Levy Equity Management
88
Jacobs Levy Equity Management
New Jersey
$2.29M -$298K -5,910 -12%
Prudential Financial
89
Prudential Financial
New Jersey
$2.25M -$3.74M -74,060 -63%
CIC
90
Crawford Investment Counsel
Georgia
$2.14M -$114K -2,250 -5%
T. Rowe Price Associates
91
T. Rowe Price Associates
Maryland
$2.05M -$439K -8,700 -18%
SEI Investments
92
SEI Investments
Pennsylvania
$2.04M -$497K -9,846 -20%
BG
93
BlackRock Group
United Kingdom
$1.96M -$40K -793 -2%
AllianceBernstein
94
AllianceBernstein
Tennessee
$1.95M -$56K -1,110 -3%
UBS AM
95
UBS AM
Illinois
$1.94M +$151K +2,993 +9%
TPSF
96
Texas Permanent School Fund
Texas
$1.93M -$105K -2,078 -5%
Comerica Bank
97
Comerica Bank
Texas
$1.89M +$35.6K +705 +2%
Federated Hermes
98
Federated Hermes
Pennsylvania
$1.85M +$34.1K +676 +2%
Baird Financial Group
99
Baird Financial Group
Wisconsin
$1.83M -$54.3K -1,075 -3%
HPC
100
HM Payson & Co
Maine
$1.75M -$352K -6,970 -17%

WLY Hedge Fund Activity: Q2 2016 in Review

246 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2016, worth a combined $2.17B — up 9.4% from $1.98B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new WLY positions and 18 closed out — a net gain of 17 holders — while 93 added to existing stakes and 74 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $23.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $35.5M sold.

  • 246 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.17B of John Wiley & Sons Class A stock for Q2 2016, up 9.4% quarter-over-quarter.
  • 35 funds opened new John Wiley & Sons Class A positions in Q2 2016 and 18 closed out, a net change of +17 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2016 was Wellington Management Group, an estimated $23.8M added.
  • The largest John Wiley & Sons Class A seller in Q2 2016 was Capital Research Global Investors, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2016.