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John Wiley & Sons Class A

227 hedge funds and large institutions have $1.62B invested in John Wiley & Sons Class A in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

235% more call options, than puts

Call options by funds: $577K | Put options by funds: $172K

11% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 28

6% more capital invested

Capital invested by funds: $1.53B → $1.62B (+$87.9M)

2% more ownership

Funds ownership: 86.56%88.55% (+2%)

1% more funds holding

Funds holding: 225227 (+2)

16% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 87

Holders
227
Holders Change
+2
Holders Change %
+0.89%
% of All Funds
4.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
31
Increased
73
Reduced
87
Closed
28
Calls
$577K
Puts
$172K
Net Calls
+$405K
Net Calls Change
+$405K
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
76
Mutual of America Capital Management
New York
$1.6M +$8.82K +231 +0.6%
Neuberger Berman Group
77
Neuberger Berman Group
New York
$1.57M -$111K -2,908 -7%
DIA
78
Dean Investment Associates
Ohio
$1.55M -$1.67M -43,822 -52%
MC
79
Martin & Co
Tennessee
$1.54M +$71.3K +1,867 +5%
CS
80
Credit Suisse
Switzerland
$1.48M +$23.5K +614 +2%
OC
81
Oppenheimer & Co
New York
$1.48M
SO
82
STRS Ohio
Ohio
$1.45M +$1.42M +37,124 New
Barclays
83
Barclays
United Kingdom
$1.43M +$1.12M +29,215 +386%
TPSF
84
Texas Permanent School Fund
Texas
$1.35M -$102K -2,666 -7%
NSIM
85
North Star Investment Management
Illinois
$1.27M +$890K +23,290 +253%
UBS Group
86
UBS Group
Switzerland
$1.1M -$275K -7,203 -20%
Citigroup
87
Citigroup
New York
$1.09M +$368K +9,642 +52%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$1.03M +$68K +1,780 +6%
MIM
89
MetLife Investment Management
New Jersey
$1.01M +$31.7K +829 +3%
ECM
90
ExodusPoint Capital Management
New York
$1M +$982K +25,718 New
VIA
91
Vident Investment Advisory
Georgia
$997K -$157K -4,108 -14%
Morgan Stanley
92
Morgan Stanley
New York
$988K -$1.33M -34,782 -58%
Comerica Bank
93
Comerica Bank
Texas
$977K -$7.14K -187 -0.7%
MSA
94
Mason Street Advisors
Wisconsin
$934K +$25.6K +669 +3%
Two Sigma Advisers
95
Two Sigma Advisers
New York
$932K -$87.8K -2,300 -9%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$906K +$170K +4,463 +24%
Canada Life
97
Canada Life
Manitoba, Canada
$888K -$39.4K -1,032 -4%
SRAM
98
Stone Ridge Asset Management
New York
$874K -$477K -12,500 -36%
AIP
99
Ameritas Investment Partners
Nebraska
$868K -$4.89K -128 -0.6%
Assenagon Asset Management
100
Assenagon Asset Management
Luxembourg
$826K +$809K +21,182 New

WLY Hedge Fund Activity: Q2 2020 in Review

227 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q2 2020, worth a combined $1.62B — up 5.8% from $1.53B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new WLY positions and 28 closed out — a net gain of 3 holders — while 73 added to existing stakes and 87 trimmed.

The largest buyer was VanEck Associates, adding an estimated $47.4M. The largest seller was Vanguard Group, cutting an estimated $24.3M.

  • 227 institutional investors held John Wiley & Sons Class A (WLY) as of Q2 2020, up from 225 in Q1 2020.
  • Funds reported $1.62B of John Wiley & Sons Class A stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 31 funds opened new John Wiley & Sons Class A positions in Q2 2020 and 28 closed out, a net change of +3 holders.
  • The largest John Wiley & Sons Class A buyer in Q2 2020 was VanEck Associates, an estimated $47.4M added.
  • The largest John Wiley & Sons Class A seller in Q2 2020 was Vanguard Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2020.