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John Wiley & Sons Class A
WLY

239 hedge funds and large institutions have $1.98B invested in John Wiley & Sons Class A in 2019 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 91 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 23

8% more capital invested

Capital invested by funds: $1.83B → $1.98B (+$152M)

2% more funds holding

Funds holding: 235 → 239 (+4)

1.15% less ownership

Funds ownership: 87.91% → 86.76% (-1.1%)

22% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 91

Holders
239
Holders Change
+4
Holders Change %
+1.7%
% of All Funds
4.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
71
Reduced
91
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Principal Financial Group
Principal Financial Group
Iowa
+$22.4M
2
CIP
Champlain Investment Partners
Vermont
+$10.1M
3
Federated Hermes
Federated Hermes
Pennsylvania
+$8.71M
4
VanEck Associates
VanEck Associates
New York
+$7.62M
5
Wells Fargo
Wells Fargo
California
+$7.35M

Top Sellers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
-$36.6M
2
Franklin Resources
Franklin Resources
California
-$16.4M
3
Millennium Management
Millennium Management
New York
-$12.4M
4
SBH
Segall Bryant & Hamill
Illinois
-$8.24M
5
Man Group
Man Group
United Kingdom
-$5.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
CS
76
Credit Suisse
Switzerland
$2.37M +$851K +18,309 +60%
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$2.29M – – –
UCI
78
Uncommon Cents Investing
Wisconsin
$2.26M +$2.17M +46,655 New
Two Sigma Advisers
79
Two Sigma Advisers
New York
$2.13M -$1.1M -23,658 -35%
Neuberger Berman Group
80
Neuberger Berman Group
New York
$2.08M -$108K -2,314 -5%
Morgan Stanley
81
Morgan Stanley
New York
$2.07M -$403K -8,668 -17%
N
82
Natixis
France
$1.92M +$1.83M +39,461 New
MOACM
83
Mutual of America Capital Management
New York
$1.91M +$7.3K +157 +0.4%
OC
84
Oppenheimer & Co
New York
$1.84M – – –
Victory Capital Management
85
Victory Capital Management
Texas
$1.82M +$169K +3,631 +11%
MC
86
Martin & Co
Tennessee
$1.79M -$24.9K -535 -1%
JG
87
Jefferies Group
New York
$1.55M +$1.48M +31,867 New
UBS Group
88
UBS Group
Switzerland
$1.52M -$1.73M -37,284 -54%
TPSF
89
Texas Permanent School Fund
Texas
$1.45M -$2.23K -48 -0.2%
Prudential Financial
90
Prudential Financial
New Jersey
$1.4M +$89.7K +1,930 +7%
Comerica Bank
91
Comerica Bank
Texas
$1.4M +$38.7K +832 +3%
PP
92
Paloma Partners
Connecticut
$1.39M +$777K +16,707 +141%
AG
93
Aperio Group
California
$1.37M +$44.2K +951 +3%
Voloridge Investment Management
94
Voloridge Investment Management
Florida
$1.35M +$205K +4,404 +19%
GC
95
Guggenheim Capital
Illinois
$1.33M -$1.58M -33,928 -55%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.32M +$70.2K +1,511 +6%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$1.3M +$309K +6,648 +33%
Deutsche Bank
98
Deutsche Bank
Germany
$1.25M -$1.01M -21,731 -46%
Holocene Advisors
99
Holocene Advisors
New York
$1.24M -$746K -16,041 -39%
Squarepoint
100
Squarepoint
New York
$1.22M +$393K +8,453 +51%
2 3
4
5 6

WLY Hedge Fund Activity: Q4 2019 in Review

239 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2019, worth a combined $1.98B — up 8.3% from $1.83B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new WLY positions and 23 closed out — a net gain of 11 holders — while 71 added to existing stakes and 91 trimmed.

The largest buyer was Principal Financial Group, adding an estimated $22.4M. The largest seller was State Street, cutting an estimated $36.6M.

  • 239 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2019, up from 235 in Q3 2019.
  • Funds reported $1.98B of John Wiley & Sons Class A stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 34 funds opened new John Wiley & Sons Class A positions in Q4 2019 and 23 closed out, a net change of +11 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2019 was Principal Financial Group, an estimated $22.4M added.
  • The largest John Wiley & Sons Class A seller in Q4 2019 was State Street, an estimated $36.6M sold.

Based on aggregated 13F filings for Q4 2019.