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John Wiley & Sons Class A

226 hedge funds and large institutions have $1.88B invested in John Wiley & Sons Class A in 2020 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 64 increasing their positions, 85 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 23

43% more capital invested

Capital invested by funds: $1.31B → $1.88B (+$566M)

11% more funds holding

Funds holding: 203226 (+23)

0.46% less ownership

Funds ownership: 88.01%87.56% (-0.46%)

25% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 85

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $479K

Holders
226
Holders Change
+23
Holders Change %
+11.33%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
47
Increased
64
Reduced
85
Closed
23
Calls
Puts
$479K
Net Calls
-$479K
Net Calls Change
-$479K
Name Holding Trade Value Shares
Change
Change in
Stake
CYG
76
Clean Yield Group
Vermont
$1.93M +$1.53M +42,360 New
Ensign Peak Advisors
77
Ensign Peak Advisors
Utah
$1.93M -$5.95M -164,260 -80%
Morgan Stanley
78
Morgan Stanley
New York
$1.91M +$497K +13,726 +49%
MWNA
79
Marshall Wace North America
New York
$1.88M +$1.49M +41,240 New
MOACM
80
Mutual of America Capital Management
New York
$1.86M -$6.67K -184 -0.5%
MC
81
Martin & Co
Tennessee
$1.85M +$41.7K +1,150 +3%
NWA
82
Navis Wealth Advisors
New York
$1.84M +$1.46M +40,393 New
TPSF
83
Texas Permanent School Fund
Texas
$1.6M -$207K -5,725 -14%
Holocene Advisors
84
Holocene Advisors
New York
$1.55M -$524K -14,464 -30%
Skandinaviska Enskilda Banken (SEB)
85
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.54M +$1.22M +33,800 New
NSIM
86
North Star Investment Management
Illinois
$1.48M
SFI
87
Susquehanna Fundamental Investments
Pennsylvania
$1.27M +$584K +16,111 +138%
Comerica Bank
88
Comerica Bank
Texas
$1.25M -$47.8K -1,319 -5%
MSAM
89
Moloney Securities Asset Management
Missouri
$1.22M +$963K +26,600 New
BNP Paribas Financial Markets
90
BNP Paribas Financial Markets
France
$1.2M +$233K +6,441 +32%
SG Americas Securities
91
SG Americas Securities
New York
$1.16M +$922K +25,459 New
UBS Group
92
UBS Group
Switzerland
$1.14M +$37.9K +1,046 +4%
Ohio Public Employees Retirement System (OPERS)
93
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.13M +$171K +4,709 +23%
PAM
94
Panagora Asset Management
Massachusetts
$1.13M -$671K -18,521 -43%
MIM
95
MetLife Investment Management
New Jersey
$1.09M -$40K -1,105 -4%
T. Rowe Price Associates
96
T. Rowe Price Associates
Maryland
$1.07M +$54.6K +1,508 +7%
MSA
97
Mason Street Advisors
Wisconsin
$1.06M -$1.81K -50 -0.2%
VIA
98
Vident Investment Advisory
Georgia
$1.02M -$47.2K -1,304 -6%
Voloridge Investment Management
99
Voloridge Investment Management
Florida
$962K -$834K -23,015 -52%
CCMINC
100
Cardinal Capital Management Inc (North Carolina)
North Carolina
$915K +$31K +855 +4%

WLY Hedge Fund Activity: Q4 2020 in Review

226 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in John Wiley & Sons Class A (WLY) for Q4 2020, worth a combined $1.88B — up 43% from $1.31B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new WLY positions and 23 closed out — a net gain of 24 holders — while 64 added to existing stakes and 85 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $23.7M. The largest seller was Champlain Investment Partners, cutting an estimated $41.3M.

  • 226 institutional investors held John Wiley & Sons Class A (WLY) as of Q4 2020, up from 203 in Q3 2020.
  • Funds reported $1.88B of John Wiley & Sons Class A stock for Q4 2020, up 43% quarter-over-quarter.
  • 47 funds opened new John Wiley & Sons Class A positions in Q4 2020 and 23 closed out, a net change of +24 holders.
  • The largest John Wiley & Sons Class A buyer in Q4 2020 was Clarkston Capital Partners, an estimated $23.7M added.
  • The largest John Wiley & Sons Class A seller in Q4 2020 was Champlain Investment Partners, an estimated $41.3M sold.

Based on aggregated 13F filings for Q4 2020.