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John Wiley & Sons Class A

268 hedge funds and large institutions have $2.54B invested in John Wiley & Sons Class A in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 94 increasing their positions, 100 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.09% more ownership

Funds ownership: 86.57%86.66% (+0.09%)

3% less capital invested

Capital invested by funds: $2.61B → $2.54B (-$66.2M)

6% less repeat investments, than reductions

Existing positions increased: 94 | Existing positions reduced: 100

3% less funds holding

Funds holding: 277268 (-9)

13% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 38

Holders
268
Holders Change
-9
Holders Change %
-3.25%
% of All Funds
6.13%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
33
Increased
94
Reduced
100
Closed
38
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
$3.62M +$68.1K +1,094 +2%
TA
77
Teachers Advisors
New York
$3.59M +$57.3K +921 +2%
Retirement Systems of Alabama
78
Retirement Systems of Alabama
Alabama
$3.56M +$42.3K +680 +1%
UBS AM
79
UBS AM
Illinois
$3.46M +$131K +2,100 +4%
MAM
80
Martingale Asset Management
Massachusetts
$3.43M -$598K -9,613 -15%
State Board of Administration of Florida Retirement System
81
State Board of Administration of Florida Retirement System
Florida
$3.42M
State of Tennessee, Department of Treasury
82
State of Tennessee, Department of Treasury
Tennessee
$3.33M -$81.5K -1,310 -2%
Neuberger Berman Group
83
Neuberger Berman Group
New York
$3.28M -$170K -2,729 -5%
ARMC
84
American Research & Management Company
Massachusetts
$3.19M -$36.7K -590 -1%
HAIM
85
Hunter Associates Investment Management
Pennsylvania
$3.19M +$18.7K +300 +0.6%
Citigroup
86
Citigroup
New York
$3.15M +$367K +5,893 +13%
Bank of Nova Scotia
87
Bank of Nova Scotia
Ontario, Canada
$2.97M -$56.4K -907 -2%
SRAM
88
Stone Ridge Asset Management
New York
$2.83M +$398K +6,394 +16%
UBS Group
89
UBS Group
Switzerland
$2.77M -$231K -3,707 -7%
Robeco Institutional Asset Management
90
Robeco Institutional Asset Management
Netherlands
$2.62M
MC
91
Martin & Co
Tennessee
$2.47M -$12.8K -205 -0.5%
MOACM
92
Mutual of America Capital Management
New York
$2.36M +$20.5K +329 +0.9%
OC
93
Oppenheimer & Co
New York
$2.29M -$74.7K -1,200 -3%
JG
94
Jefferies Group
New York
$2.21M -$200K -3,212 -8%
HSBC Holdings
95
HSBC Holdings
United Kingdom
$2.14M -$743K -11,946 -25%
OAM
96
Oxford Asset Management
United Kingdom
$2.1M -$370K -5,953 -15%
SSA
97
Schonfeld Strategic Advisors
New York
$2.09M -$2.32M -37,290 -52%
DekaBank Deutsche Girozentrale
98
DekaBank Deutsche Girozentrale
Germany
$1.98M
CYG
99
Clean Yield Group
Vermont
$1.97M -$44.5K -715 -2%
ASRS
100
Arizona State Retirement System
Arizona
$1.96M +$71.2K +1,145 +4%

WLY Hedge Fund Activity: Q3 2018 in Review

268 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2018, worth a combined $2.54B — down 2.5% from $2.61B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of WLY and 33 opened new positions — a net loss of 5 holders — while 100 trimmed existing stakes and 94 added.

The largest buyer was Federated Hermes, adding an estimated $52.3M. The largest seller was BlackRock, cutting an estimated $26.3M.

  • 268 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2018, down from 277 in Q2 2018.
  • Funds reported $2.54B of John Wiley & Sons Class A stock for Q3 2018, down 2.5% quarter-over-quarter.
  • 33 funds opened new John Wiley & Sons Class A positions in Q3 2018 and 38 closed out, a net change of -5 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2018 was Federated Hermes, an estimated $52.3M added.
  • The largest John Wiley & Sons Class A seller in Q3 2018 was BlackRock, an estimated $26.3M sold.

Based on aggregated 13F filings for Q3 2018.