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John Wiley & Sons Class A

203 hedge funds and large institutions have $1.31B invested in John Wiley & Sons Class A in 2020 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 64 increasing their positions, 77 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.54% less ownership

Funds ownership: 88.55%88.01% (-0.54%)

11% less funds holding

Funds holding: 227203 (-24)

17% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 77

19% less capital invested

Capital invested by funds: $1.62B → $1.31B (-$306M)

44% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 52

Holders
203
Holders Change
-24
Holders Change %
-10.57%
% of All Funds
4.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
29
Increased
64
Reduced
77
Closed
52
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$1.29M +$212K +6,249 +18%
MC
77
Martin & Co
Tennessee
$1.25M +$678 +20 +0.1%
CS
78
Credit Suisse
Switzerland
$1.25M +$48.8K +1,439 +4%
OC
79
Oppenheimer & Co
New York
$1.2M
EGM
80
Engineers Gate Manager
New York
$1.15M +$1.23M +36,268 New
Neuberger Berman Group
81
Neuberger Berman Group
New York
$1.15M -$137K -4,046 -10%
Qube Research & Technologies (QRT)
82
Qube Research & Technologies (QRT)
United Kingdom
$1.03M +$1.1M +32,568 New
NSIM
83
North Star Investment Management
Illinois
$1.03M -$4.75K -140 -0.4%
Squarepoint
84
Squarepoint
New York
$955K +$1.02M +30,123 New
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
$943K +$1.01M +29,728 New
CIC
86
Cornercap Investment Counsel
Georgia
$901K +$963K +28,408 New
Comerica Bank
87
Comerica Bank
Texas
$888K -$23.7K -700 -3%
Morgan Stanley
88
Morgan Stanley
New York
$887K +$89.4K +2,636 +10%
MIM
89
MetLife Investment Management
New Jersey
$792K -$32.5K -958 -4%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$769K -$199K -5,873 -20%
UBS Group
91
UBS Group
Switzerland
$755K -$149K -4,387 -16%
VIA
92
Vident Investment Advisory
Georgia
$749K -$66.2K -1,953 -8%
MSA
93
Mason Street Advisors
Wisconsin
$741K -$19.8K -583 -2%
AIP
94
Ameritas Investment Partners
Nebraska
$709K +$3.08K +91 +0.4%
T. Rowe Price Associates
95
T. Rowe Price Associates
Maryland
$697K -$42K -1,238 -5%
Canada Life
96
Canada Life
Manitoba, Canada
$680K -$45.9K -1,353 -6%
Allianz Asset Management
97
Allianz Asset Management
Germany
$677K -$857K -25,273 -54%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$637K +$29.3K +865 +4%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$631K +$115K +3,407 +21%
Citigroup
100
Citigroup
New York
$626K -$281K -8,287 -30%

WLY Hedge Fund Activity: Q3 2020 in Review

203 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q3 2020, worth a combined $1.31B — down 19% from $1.62B a quarter earlier.

Sellers outnumbered buyers: 52 funds closed out of WLY and 29 opened new positions — a net loss of 23 holders — while 77 trimmed existing stakes and 64 added.

The largest buyer was State Street, adding an estimated $11.2M. The largest seller was Champlain Investment Partners, cutting an estimated $29.6M.

  • 203 institutional investors held John Wiley & Sons Class A (WLY) as of Q3 2020, down from 227 in Q2 2020.
  • Funds reported $1.31B of John Wiley & Sons Class A stock for Q3 2020, down 19% quarter-over-quarter.
  • 29 funds opened new John Wiley & Sons Class A positions in Q3 2020 and 52 closed out, a net change of -23 holders.
  • The largest John Wiley & Sons Class A buyer in Q3 2020 was State Street, an estimated $11.2M added.
  • The largest John Wiley & Sons Class A seller in Q3 2020 was Champlain Investment Partners, an estimated $29.6M sold.

Based on aggregated 13F filings for Q3 2020.