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John Wiley & Sons Class A

231 hedge funds and large institutions have $2.28B invested in John Wiley & Sons Class A in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 88 increasing their positions, 71 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

24% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 71

1.9% more ownership

Funds ownership: 86.06%87.96% (+1.9%)

1% more funds holding

Funds holding: 228231 (+3)

0% more capital invested

Capital invested by funds: $2.27B → $2.28B (+$10.9M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
231
Holders Change
+3
Holders Change %
+1.32%
% of All Funds
5.75%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
26
Increased
88
Reduced
71
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.61M +$103K +1,902 +4%
Baird Financial Group
77
Baird Financial Group
Wisconsin
$2.6M +$51.1K +940 +2%
UBS Group
78
UBS Group
Switzerland
$2.5M -$438K -8,059 -15%
VOYA Investment Management
79
VOYA Investment Management
Georgia
$2.47M +$1.74M +32,015 +231%
Comerica Bank
80
Comerica Bank
Texas
$2.33M +$525K +9,657 +29%
Legal & General Group
81
Legal & General Group
United Kingdom
$2.33M +$846K +15,583 +56%
MLICM
82
Metropolitan Life Insurance Company (MetLife)
New York
$2.25M -$5.32K -98 -0.2%
Prudential Financial
83
Prudential Financial
New Jersey
$2.09M +$76K +1,400 +4%
Citadel Advisors
84
Citadel Advisors
Florida
$1.93M +$1.53M +28,132 +363%
AllianceBernstein
85
AllianceBernstein
Tennessee
$1.88M -$64.1K -1,180 -3%
TPSF
86
Texas Permanent School Fund
Texas
$1.75M -$12.7K -233 -0.7%
ZCM
87
Zebra Capital Management
Connecticut
$1.74M -$28.9K -532 -2%
KFC
88
Klingenstein Fields & Co
New York
$1.72M -$67.9K -1,250 -4%
Federated Hermes
89
Federated Hermes
Pennsylvania
$1.7M +$4.24K +78 +0.2%
Canada Life
90
Canada Life
Manitoba, Canada
$1.48M +$79.2K +1,458 +6%
UBS AM
91
UBS AM
Illinois
$1.43M +$246K +4,537 +21%
First Manhattan
92
First Manhattan
New York
$1.43M
Citigroup
93
Citigroup
New York
$1.42M -$84.5K -1,556 -6%
HPC
94
HM Payson & Co
Maine
$1.38M -$223K -4,109 -14%
BMO
95
Beck Mack & Oliver
New York
$1.34M -$42.6K -784 -3%
ACI
96
AMP Capital Investors
Australia
$1.32M -$81.5K -1,500 -6%
Ohio Public Employees Retirement System (OPERS)
97
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.29M
TC
98
TFS Capital
Pennsylvania
$1.22M +$449K +8,261 +58%
First Trust Advisors
99
First Trust Advisors
Illinois
$1.19M -$4.09M -75,209 -77%
MSA
100
Mason Street Advisors
Wisconsin
$1.14M +$14.2K +261 +1%

WLY Hedge Fund Activity: Q1 2017 in Review

231 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2017, worth a combined $2.28B — up 0.48% from $2.27B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WLY positions and 17 closed out — a net gain of 9 holders — while 88 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $196M. The largest seller was Fidelity Investments, cutting an estimated $23.2M.

  • 231 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2017, up from 228 in Q4 2016.
  • Funds reported $2.28B of John Wiley & Sons Class A stock for Q1 2017, up 0.48% quarter-over-quarter.
  • 26 funds opened new John Wiley & Sons Class A positions in Q1 2017 and 17 closed out, a net change of +9 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2017 was BlackRock, an estimated $196M added.
  • The largest John Wiley & Sons Class A seller in Q1 2017 was Fidelity Investments, an estimated $23.2M sold.

Based on aggregated 13F filings for Q1 2017.