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John Wiley & Sons Class A

248 hedge funds and large institutions have $2.78B invested in John Wiley & Sons Class A in 2017 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 94 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

95% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 21

23% more capital invested

Capital invested by funds: $2.25B → $2.78B (+$529M)

21% more repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 78

7% more funds holding

Funds holding: 231248 (+17)

0.77% more ownership

Funds ownership: 87.88%88.65% (+0.77%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
248
Holders Change
+17
Holders Change %
+7.36%
% of All Funds
5.62%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
41
Increased
94
Reduced
78
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$3.6M +$264K +4,556 +9%
ARMC
77
American Research & Management Company
Massachusetts
$3.58M
CYG
78
Clean Yield Group
Vermont
$3.54M -$657K -11,360 -17%
CS
79
Credit Suisse
Switzerland
$3.51M +$146K +2,521 +5%
MOACM
80
Mutual of America Capital Management
New York
$3.48M -$65.6K -1,134 -2%
HAIM
81
Hunter Associates Investment Management
Pennsylvania
$3.43M -$35.9K -620 -1%
Russell Investments Group
82
Russell Investments Group
United Kingdom
$3.33M +$1.04M +18,028 +55%
PP
83
Paloma Partners
Connecticut
$3.27M +$2.57M +44,374 +818%
JG
84
Jefferies Group
New York
$3.05M +$2.39M +41,267 +808%
BCM
85
BlueCrest Capital Management
Jersey
$3.02M +$2.65M +45,863 New
UBS AM
86
UBS AM
Illinois
$2.99M +$311K +5,382 +13%
Two Sigma Investments
87
Two Sigma Investments
New York
$2.96M +$2.6M +44,987 New
Comerica Bank
88
Comerica Bank
Texas
$2.73M -$157K -2,708 -6%
MC
89
Martin & Co
Tennessee
$2.69M +$10.1K +175 +0.4%
VOYA Investment Management
90
VOYA Investment Management
Georgia
$2.69M -$71.2K -1,230 -3%
SRAM
91
Stone Ridge Asset Management
New York
$2.45M +$2.15M +37,214 New
AP
92
AHL Partners
United Kingdom
$2.18M -$1.55M -26,712 -45%
Citigroup
93
Citigroup
New York
$2.15M +$670K +11,588 +55%
ASRS
94
Arizona State Retirement System
Arizona
$2.11M +$393K +6,793 +27%
SG Americas Securities
95
SG Americas Securities
New York
$2.04M +$1.1M +18,993 +157%
TPSF
96
Texas Permanent School Fund
Texas
$1.98M -$139K -2,407 -7%
MIM
97
MetLife Investment Management
New Jersey
$1.85M +$1.63M +28,198 New
KFC
98
Klingenstein Fields & Co
New York
$1.77M -$1.74K -30 -0.1%
AllianceBernstein
99
AllianceBernstein
Tennessee
$1.71M -$456K -7,880 -23%
OAM
100
Oxford Asset Management
United Kingdom
$1.7M +$941K +16,264 +169%

WLY Hedge Fund Activity: Q4 2017 in Review

248 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2017, worth a combined $2.78B — up 23% from $2.25B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new WLY positions and 21 closed out — a net gain of 20 holders — while 94 added to existing stakes and 78 trimmed.

The largest buyer was BlackRock, adding an estimated $80.2M. The largest seller was Franklin Resources, cutting an estimated $85.4M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2017, up from 231 in Q3 2017.
  • Funds reported $2.78B of John Wiley & Sons Class A stock for Q4 2017, up 23% quarter-over-quarter.
  • 41 funds opened new John Wiley & Sons Class A positions in Q4 2017 and 21 closed out, a net change of +20 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2017 was BlackRock, an estimated $80.2M added.
  • The largest John Wiley & Sons Class A seller in Q4 2017 was Franklin Resources, an estimated $85.4M sold.

Based on aggregated 13F filings for Q4 2017.