John Wiley & Sons Class A
235 hedge funds and large institutions have $2.14B invested in John Wiley & Sons Class A in 2016 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 79 increasing their positions, 99 reducing their positions, and 31 closing their positions.
0.29% more ownership
Funds ownership: 86.17% → 86.46% (+0.29%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
1% less capital invested
Capital invested by funds: $2.17B → $2.14B (-$24.2M)
4% less funds holding
Funds holding: 246 → 235 (-11)
20% less repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 99
26% less first-time investments, than exits
New positions opened: 23 | Existing positions closed: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.2M |
| 2 |
Nordea Investment Management
Stockholm,
Sweden
|
+$14.8M |
| 3 |
Goldman Sachs
New York
|
+$12.5M |
| 4 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$10.7M |
| 5 |
Millennium Management
New York
|
+$9.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$32.7M |
| 2 |
State Street
Boston,
Massachusetts
|
-$14.2M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$12.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
-$8.9M |
| 5 |
RA
Royce & Associates
New York
|
-$7.48M |
WLY Hedge Fund Activity: Q3 2016 in Review
235 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2016, worth a combined $2.14B — down 1.1% from $2.17B a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of WLY and 23 opened new positions — a net loss of 8 holders — while 99 trimmed existing stakes and 79 added.
The largest buyer was Wellington Management Group, adding an estimated $52.2M. The largest seller was Fidelity Investments, cutting an estimated $32.7M.
- 235 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2016, down from 246 in Q2 2016.
- Funds reported $2.14B of John Wiley & Sons Class A stock for Q3 2016, down 1.1% quarter-over-quarter.
- 23 funds opened new John Wiley & Sons Class A positions in Q3 2016 and 31 closed out, a net change of -8 holders.
- The largest John Wiley & Sons Class A buyer in Q3 2016 was Wellington Management Group, an estimated $52.2M added.
- The largest John Wiley & Sons Class A seller in Q3 2016 was Fidelity Investments, an estimated $32.7M sold.
Based on aggregated 13F filings for Q3 2016.