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John Wiley & Sons Class A
WLY

248 hedge funds and large institutions have $1.83B invested in John Wiley & Sons Class A in 2019 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 82 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.09% more ownership

Funds ownership: 85.4% → 86.48% (+1.1%)

9% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 82

5% less capital invested

Capital invested by funds: $1.93B → $1.83B (-$92.3M)

5% less funds holding

Funds holding: 262 → 248 (-14)

32% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 44

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
248
Holders Change
-14
Holders Change %
-5.34%
% of All Funds
5.37%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
89
Reduced
82
Closed
44
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
ICOM
Investment Counselors of Maryland
Maryland
+$16.1M
2
CVA
Ceredex Value Advisors
Florida
+$13.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$11.5M
4
VanEck Associates
VanEck Associates
New York
+$10.7M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
+$9.48M

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$18.5M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$10.2M
3
Millennium Management
Millennium Management
New York
-$9.52M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$9.07M
5
Goldman Sachs
Goldman Sachs
New York
-$7.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
HAIM
76
Hunter Associates Investment Management
Pennsylvania
$2.51M +$14.7K +300 +0.5%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$2.48M – – –
CS
78
Credit Suisse
Switzerland
$2.35M -$693K -14,126 -21%
Neuberger Berman Group
79
Neuberger Berman Group
New York
$2.31M -$420K -8,563 -14%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$2.29M +$1.86M +37,986 +172,664%
AAMU
81
Amundi Asset Management US
Massachusetts
$2.27M -$4.18M -85,185 -62%
Deutsche Bank
82
Deutsche Bank
Germany
$2.26M -$239K -4,865 -9%
ARMC
83
American Research & Management Company
Massachusetts
$2.24M -$58.9K -1,200 -2%
EGM
84
Engineers Gate Manager
New York
$2.08M +$2.31M +47,083 New
DekaBank Deutsche Girozentrale
85
DekaBank Deutsche Girozentrale
Germany
$1.98M +$1.5M +30,577 New
MOACM
86
Mutual of America Capital Management
New York
$1.85M +$97.6K +1,990 +5%
ECM
87
ExodusPoint Capital Management
New York
$1.84M +$1.75M +35,614 +587%
MC
88
Martin & Co
Tennessee
$1.81M +$20.8K +425 +1%
OC
89
Oppenheimer & Co
New York
$1.67M – – –
Los Angeles Capital Management
90
Los Angeles Capital Management
California
$1.62M +$562K +11,464 +45%
FL
91
Fort LP
Maryland
$1.6M +$396K +8,077 +29%
Comerica Bank
92
Comerica Bank
Texas
$1.6M +$50.3K +1,026 +3%
Two Sigma Investments
93
Two Sigma Investments
New York
$1.57M -$2.77M -56,526 -61%
ASRS
94
Arizona State Retirement System
Arizona
$1.44M +$687 +14 +0%
Tudor Investment Corp
95
Tudor Investment Corp
Connecticut
$1.41M +$1.56M +31,783 New
TPSF
96
Texas Permanent School Fund
Texas
$1.36M +$54.6K +1,113 +4%
SFI
97
Susquehanna Fundamental Investments
Pennsylvania
$1.34M +$1.49M +30,400 New
HSBC Holdings
98
HSBC Holdings
United Kingdom
$1.32M +$206K +4,191 +16%
Canada Life
99
Canada Life
Manitoba, Canada
$1.24M -$1.08K -22 -0.1%
MIM
100
MetLife Investment Management
New Jersey
$1.22M -$441 -9 -0%
2 3
4
5 6

WLY Hedge Fund Activity: Q1 2019 in Review

248 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q1 2019, worth a combined $1.83B — down 4.8% from $1.93B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of WLY and 30 opened new positions — a net loss of 14 holders — while 82 trimmed existing stakes and 89 added.

The largest buyer was Investment Counselors of Maryland, adding an estimated $16.1M. The largest seller was Invesco, cutting an estimated $18.5M.

  • 248 institutional investors held John Wiley & Sons Class A (WLY) as of Q1 2019, down from 262 in Q4 2018.
  • Funds reported $1.83B of John Wiley & Sons Class A stock for Q1 2019, down 4.8% quarter-over-quarter.
  • 30 funds opened new John Wiley & Sons Class A positions in Q1 2019 and 44 closed out, a net change of -14 holders.
  • The largest John Wiley & Sons Class A buyer in Q1 2019 was Investment Counselors of Maryland, an estimated $16.1M added.
  • The largest John Wiley & Sons Class A seller in Q1 2019 was Invesco, an estimated $18.5M sold.

Based on aggregated 13F filings for Q1 2019.